We’re Proud to Share Some Exciting News!
We’re thrilled to announce that Berry & Oak has been named one of Citywire’s New Model Adviser’s Top 100 firms for 2024—for the seventh year running!
At Berry & Oak, we’re passionate about delivering exceptional quality and are proud to see this recognised by such a prestigious accolade.
The NMA Top 100 is an annual list published by New Model Adviser, a leading voice in the financial advice industry. This list celebrates the UK’s best financial advice firms—those known for innovation, client-focused service, and outstanding contributions to financial planning.
With over 5,000 financial advice firms in the UK, being recognised as one of the top 100 is a huge honour and testament to our dedication to quality, trust, and transparency.
What Makes This Recognition Special?
To compile the list, the judges assess a range of criteria, including:
- Expertise of staff
- Robust investment strategies
- Transparent fee structures
- Effective use of technology
- Commitment to professional standards
We’re proud that some of our recent initiatives stood out, including:
- Responding to challenges with adaptability, refining our services to meet evolving regulatory requirements.
- Hiring an operations manager to give Andrew and Sarah more time for in-person client meetings.
- Appointing a head of technology to streamline systems and embrace new tech like AI.
- Consistently raising funds for causes close to our hearts, including Cancer Research and Wetherby and District Foodbank.
A Heartfelt Thank You
This achievement wouldn’t have been possible without your continued trust and support. It’s a privilege to work alongside you, helping you achieve your financial goals.
Here’s to continued success together!
Warm regards,
Andrew, Sarah, and The Berry & Oak Team
