Our story - Mike and Sue Erwin

Michael  

We need to do something and get a better understanding of where we’re going to be financially when we retire.

Why did you need a financial planner?

Michael  

My biggest concern was about what level of income we would be able to maintain throughout retirement, and whether we could maintain our lifestyle. We needed advice to explain all the details, the ins and outs, and our options.

How did Berry & Oak help you? 

Michael  

The awareness that Andrew gave me with a number of the smaller pensions I had from different companies. Consolidating them into one place gave much clearer visibility of how they were performing, and also it provided us with a better return.

What is it like working with Berry & Oak?

Sue  

The fact that when you pick up the phone, you know who you’re talking to. That’s the team, they know you, you know them, and it’s always a very comfortable and rewarding experience.

What’s been the benefit to you, working with Berry & Oak?

Sue  

I’ve managed to retire at 60, which is absolutely amazing. Mike can look forward to his retirement, knowing that with Andrew’s support and help, we’ve got something in place so that we can really make the most of the time we have in retirement and enjoy ourselves.