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Latest News

Justin Urquhart Stewart to speak to Berry & Oak inaugural client seminar

During his working life, Justin has worked on vineyards around Europe and also worked on Southampton Docks where … Read more >

Summer Savings 2

Summer is here, so I’m sharing some summer saving ideas to inspire you to see what you can … Read more >

Summer Savings 1

Summer is here, and I hope you are enjoying the season. Taking advantage of the summer weather is … Read more >

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If you’ve been wondering what you need to do next with your financial planning, or want to know more about getting the most out of your finances for retirement planning, investing or estate planning, please talk to us.

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Berry & Oak is a trading name of Berry & Oak Ltd, which is authorised and regulated by the Financial Conduct Authority, FRN 787328. Registered Office: Boston House, 214 High Street, Boston Spa, West Yorkshire LS23 6AD. Berry & Oak Ltd is registered in England under Number 09940516. The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The Financial Conduct Authority does not regulate Tax Advice.