We are thrilled to announce that Berry & Oak have been awarded the “Citywire New Model Adviser of the Year Award 2024 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 practices and to educate clients, as well as investing in the next generation of new talent in the financial services profession.
Andrew and Sarah received the award at the New Model Adviser Conference and Awards in London on the 1st February 2024 on behalf of Berry & Oak saying “We are thrilled to win this award for the 6th consecutive year, and we couldn’t be happier. This achievement is truly remarkable and speaks volumes about the dedication and commitment of the Berry & Oak team. Your collective efforts, unwavering support, and exceptional service have not only contributed to our continuous success but have also strengthened our bonds within the community. We are extremely proud of each and every one of you”
It really is an honour to win this award for the 6th consecutive year, and a 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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