At work
Lily joined the Berry & Oak team in July 2021, as a Graduate Trainee, having recently finished her BA (Hons) Business and Management degree at Leeds Beckett University. Lily hopes to become a Certified and Chartered Financial Planner at the end of the 5 year training program. Lily is initially spending time learning about Berry & Oak, supporting the administration team and working through her exams towards the Diploma in Financial Planning.
At home
Outside of work, Lily is a keen hockey player and she enjoys spending time with friends and family.
In the spotlight
Ready to talk?
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.