As we approach the end of the 7th week of the Lockdown, the Berry & Oak team have done … Read more >
Welcome to our library
This is our library where you’ll find a range of documents you might find useful. They’re all here, ready to download when you need them. You can open a PDF document in a new window and get reading right away, or if now’s not a good time, just add it to your favourites to read later.
To open a PDF, you’ll need Adobe Reader installed. To get the latest version click here. To access Word or Excel documents click on the list and save to your PC.
Awards and Credentials
When it comes to your money, you want someone who knows what they’re doing. So it’s good to know that we’re all professionally qualified, have many years’ experience and work to the highest professional standards.
It can be easy to let time pass but without giving much thought to your goals and desires. Writing a Bucket List will help to keep you and your family focused about your goals for the future.
Income & Expenditure Form.
Before we can get to work on putting together your financial plan, we’ll need a clear picture of your family income and expenditure – or put simply, all the money that comes into your household and all the money that goes out.
This useful form makes it simple for you to compile this information and get all the details we need to get going.
Zoom User Guide
Here is our handy guide how to use zoom. Zoom is a video meeting app. All you need is a device with a camera, a screen, a microphone and speakers. This could be a laptop, iPad, or your phone. It is totally safe and secure. It works really well, and also allows us to share screens with you.