What do you like about working at Berry & Oak?

Even though I have not worked here for long, everyone has made me feel so comfortable and welcome that I already feel like part of the family. It is very clear to me that the clients also consider themselves part of the Berry and Oak family – that personal side of things means a lot to me.

What does the day in the life of an Financial Planning Intern look like?

In my role I have been assisting with client meetings including preparation, discrete returns calculations, and periodic suitability reports. I also attend meetings to take notes. I have predominantly been working with EIS and VCT investment providers, logging this information in our back-office systems, and liaising with accountants to ensure that tax relief is claimed on behalf of the client. Additionally, I have helped organise and support the team at our summer client investment seminar.

What are your top three life highlights so far?

• Living in America for 10 months to pursue my passion for basketball.
• Successfully completing my A-levels.
• Traveling and experiencing diverse cultures.

What is an ability you wish you had?

Invincibility to protect myself and others in any situation, allowing me to face challenges fearlessly and achieve my goals without limitations

What’s currently top of your bucket list?

To go backpacking across Asia.

Which song gets you on the dancefloor?

Can’t stop the feeling by Justin Timberlake

What’s the one talent you have, that people would be surprised to know about you?

My ability to remember numbers and patterns