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.

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Explained: Your 3 main options when accessing your pension for the first time

Estate planning: How to understand the value of your assets and estate

8 mood-boosting tips to battle seasonal affective disorder and get you through winter

3 valuable benefits of making your home more energy-efficient

How to set out goals to achieve success in 2023

Estate planning: What is it and why does it matter?

3.3 million pre-retirees have started a phased retirement. Here’s what you need to know about managing your finances

Revealed: The key to happiness in retirement is focusing on experiences

Guides

Useful Documents