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.


Our Berry & Oak Brochure explains all about how we work with our clients and help them get to where they want to be.

Bucket List

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.

Two Factor Authentication

To ensure we continue to offer you the best possible online security, we have recently introduced two-factor authentication (2FA) on the Berry & Oak Personal Finance Portal, which adds an additional layer of security when logging in.
2FA is a security feature that requires you to login across two stages. Your first stage will be to log in with something you know, this will be your usual password. The second stage will be with something you have, for example your mobile phone or an application on your pc.

Online Access

Data Portal

Latest News

Ready to talk?

If you’ve been wondering what you need to do next with your financial planning, or want to know more about getting the most out of your finances for retirement planning, investing or estate planning, please talk to us.

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