Citywire New Model Adviser of the Year Award 2022

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We are thrilled to announce that Berry & Oak have been awarded the “Citywire New Model Adviser of the Year Award 2022 for the North.” This is the fourth consecutive year we have won this award and is a testament to the excellent work our team do on behalf of our clients.

The awards recognise the top financial planning firms across the UK and are based on several factors such as the level of staff qualifications, having a well thought out investment proposition, good use of technology, willingness to share best practice and to educate clients, as well as investing in the next generation of new talent in the financial services profession.

Andrew & Sarah received the award at the New Model Adviser Conference and Awards in London on the 3rd March 2022 behalf of Berry & Oak saying “We are delighted to receive this award and to be awarded it for the fourth year running is just absolutely amazing. We would like to say congratulations to the whole of the Berry & Oak team. You have supported each other, helped us grow the business and support our clients community through what’s been another difficult year for everybody”

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