clientservice@berryandoak.com

01937 223 055

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Andrew Elson

Managing Director & Chartered Financial Planner

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01937 223055

07906 066210

Accreditations Qualifications

At work

Andrew is the founder of Berry & Oak, along with his wife Sarah. He’s one of a very small number of Independent Financial Advisers who is both a Chartered Financial Planner and a Certified Financial Planner™ professional.

Reviews and Ratings for Financial adviser Andrew Elson, Leeds

Andrew is considered to be a leading industry expert. He wrote a weekly article for more than 10 years for the Yorkshire Evening Post,  and has featured in the Mail on Sunday as an “Ask the expert”. He’s also appeared on Radio One’s Newsbeat. He is often asked to comment on articles for our profession, present at industry conferences and has provided mentoring to a number of people at different stages of their career. He is passionate about impeccable customer service, integrity and quality.

Andrew is featured on VouchedFor, the UK’s leading customer review site for financial advisers, mortgage advisers, solicitors and accountants. By clicking on the VouchedFor badge above, you can read reviews Andrew’s clients have written about him.

Andrew is passionate about financial planning and delivers this in a way that is easy for clients to understand. Andrew’s goal is to help his clients create their financial plan so that they can live the life they want to lead – and then make sure they stay on track and live it! Andrew also loves to help people save money on their tax bill!

Andrew was awarded Financial Adviser of the Year in 2023 and 2022 at the Yorkshire Financial Awards and was highly commended Adviser of the Year at the Enterprise Investment Scheme Association (EISA) awards in 2022

At home

Andrew’s hobbies include mountain climbing, mountain biking and anything to do with the great outdoors, which is why he was a scout leader for a number of years. He also helps his son (Connor) with his basketball training, though often relegated to just being the ball catcher! Andrew is also a keen follower of the Leeds Rhinos.

Andrew shares a love of travel with Sarah, and this has helped him build his collection of Hard Rock CafĂŠ pins and T Shirts. He only buys them if he has personally visited the CafĂŠ and has over 80!

In September 2009, Andrew and his father climbed Mount Kilimanjaro, raising money for the Martin House Hospice in Boston Spa. In July 2011, Andrew and his wife Sarah completed a cycle ride from London to Paris, this time raising money for Help 4 Heroes. In October 2018, He led the Berry & Oak team to complete the Yorkshire 3 Peaks and raised over £3,200 for St Gemma’s Hospice.

To relax, Andrew likes to watch a wide variety of films, practically any sport and sit back with a nice glass of Malbec, or malt whisky (one ice cube).

In the spotlight

What does a day in the life of a Financial Planner look like?

Unsurprisingly, every day is different as, whilst to an outsider it might look like our clients all need the same thing, there are subtle differences to what they need and where they are on their journey. Most of my time is spent in face-to-face meetings with my clients and then, after the meeting, discussing with the team the best way to ensure that client’s goals are achieved and putting the plan into action.

What do you like about working at Berry & Oak?

We are able to have a huge positive impact on our clients lives, by working as a dedicated team who are all focused on helping our clients.

What are your top three life highlights so far?

Getting married to Sarah, at the Ice Hotel in Sweden. Our family trip around China in 2015. Standing at the top of Kilimanjaro.

Is there an ability you wish you had?

For me to think and the words appear on the document on my computer, so I don’t have to type them!

Which song gets you on the dancefloor?

Don’t tell anyone, but if I’m in the right mood – anything!! Otherwise Mr Brightside by The Killers breaks the ice.

What’s currently top of your bucket list?

To climb Aconcagua in South America.

Do you have a talent people would be surprised to know about?

I’m the family Monopoly champion. A crown I’m not giving away easily.

More team members

Sarah Elson

Operations Director & Chartered & Certified Financial Planner

Andrew Broderick

Financial Planning Analyst

Connor Elson

Financial Planning Intern

Diane Holt

Senior Financial Services Administrator

Jake Parsons

Client Relationship Manager

Megan Watkinson

Financial Planning Intern

Ready to talk?

clientservice@berryandoak.com

01937 223 055

If you want to know more about getting the most out of your finances for your retirement, investing or estate planning, please get in touch. You can send us an email or use the direct message box at the bottom of this page. Or call us and we can chat through your needs and, if you are ready, make an appointment to better understand how we can help.

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