Citywire New Model Adviser of the Year Award 2023

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We are thrilled to announce that Berry & Oak have been awarded the “Citywire New Model Adviser of the Year Award 2023 for the North.

These 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 & Dan received the award at the New Model Adviser Conference and Awards in London on the 9th March 2023 on behalf of Berry & Oak saying “We are over the moon to receive this award and for us to be awarded this for the 5th year running is just absolutely fantastic.  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 looked after our clients so well, whilst been active in our community. We are so proud of you all.”

It really is an honour to win this award for the 5th consecutive year, and testament to our wonderful, hard-working team, and of course our valued clients. We owe a big thank you to everyone we work with!

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