We are delighted to announce that Berry & Oak have been awarded the “Citywire New Model Adviser of the Year Award 2019 for the North”.

The New Model Adviser awards were held in London on the 10th January 2019 as part of the New Model Adviser annual conference and were hosted by former MP, Matthew Parris. The awards recognise the top financial planning firms across the UK and are based on a number of factors such as the level of staff qualifications, having a well thought out investment proposition, a carefully segmented client base, 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 collected the award in London on behalf of the Berry & Oak team and said “We are very honoured to be receiving this award. It’s a testament to the hard work and dedication of the team at Berry & Oak, to be the best we can and serve our clients well”.

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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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