


Financial Planning Week runs from 27th January to 2nd February 2025, and Berry & Oak are delighted to support this important national initiative once again. To mark the occasion, we are offering free one-hour consultations, providing you with the opportunity to ask questions about your personal finances and receive professional financial guidance.
What is Financial Planning week?
Financial Planning Week is led by the Chartered Institute for Securities and Investment (CISI) and supported by many of the CISI Accredited Financial Planning Firms. Berry & Oak are proud to have been awarded the prestigious CISI Financial Planning Firm of the Year in both 2019 and 2022.
The week aims to raise awareness about the importance of financial planning, helping individuals organise their finances to achieve their life goals. It also seeks to provide a better understanding of financial planning and what the process entails.
During your free session, you will have the opportunity to discuss your personal financial matters with one of our Certified Financial Planners™. Topics may include:
- Retirement planning
- Savings and investments
- Optimising tax efficiency
- Gaining peace of mind about your family’s financial security
We will offer you information and guidance on how to improve your financial position. Please note, however, that these sessions will not provide regulated investment advice.
Previous participants have reported increased financial confidence, reduced anxiety and stress about money, and greater clarity in managing day-to-day financial decisions.
How to book your free session
Our one-hour sessions can be conducted via Zoom or in person at our Boston Spa office. To book a session, please email clientservice@berryandoak.com with the following details:
- Your name
- Contact information
- An overview of what you would like to achieve from the session
Providing this information in advance will help us tailor the session to meet your objectives.*
Stay Connected
Throughout the week, we’ll be sharing top financial planning tips on our social media channels. Follow us and join the conversation using the hashtag #FPWUK. You can also read our article “What is the Difference Between Financial Planning and Financial Advice?” to gain further insights.
Let’s make the most of Financial Planning Week 2025. After the challenges of the past year, it’s the perfect time to focus on building a brighter financial future.
*You voluntarily choose to provide personal details when contacting us. These details will be treated as confidential and held in accordance with the Data Protection Act 2018. By providing your information, you agree that it may be used to offer you details of services and products via email, phone, or in writing.