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Latest News

Berry and Oak awarded ‘Highly Commended’

At Berry & Oak Ltd, we are so excited to announce that on September 19th, we were awarded … Read more >

Shane Balkham to speak at Berry & Oak Investment Seminar

Shane has worked in the profession for 25-years and recently celebrated 10-years of working on our flagship range … Read more >

St Gemma’s Hospice

Berry & Oak are proud to be supporting St Gemma’s Hospice, who are our local charity of choice … 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.