Library | Berry & Oak | Chartered Financial Planners

Library

Read our blog articles on the financial and lifestyle topics of interest to you. You’ll find the most recent on this page, and then in date order, or you can use the search bar to look for specific topics.

wave

home-tree

Everything you need to know about the 2023 Autumn Statement

7 practical ways to beat the winter blues

Should you choose a fixed-rate mortgage when your current deal ends?

How to help you family manage your affairs when you pass away

5 valuable reasons planning with your partner could cut your tax bill

4 annuity myths that could mean you’re missing out on security in retirement

5 practical steps you could take this year if you want to retire in 2024

5 simple tips that could help you make better decisions

Guides

Useful Documents