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Latest News

Protecting your home from care home fees

As you grow older, one of the things you might be most concerned about is the entire value … Read more >

Grandparents: does your generosity leave you at risk of running out of money?

Money typically flows down through generations. This is the way it has always been and our natural life … Read more >

Accredited firm of the year

One of our goals when we rebranded to Berry & Oak in January 2018 was to be recognised … 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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You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

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.