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Latest News

Summary of the Chancellor’s Winter Economic Plan

Following the Chancellor, Rishi Sunak’s winter economic plan announcement today, we outline below the key points. New Job … Read more >

Alternative ways to celebrate

Each year we celebrate Christmas and each year the novelty of the event grows fainter. It can sometimes … Read more >

September Market Commentary

Introduction August used to be known as the ‘silly season’ – a phrase coined by the Times in … 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.