Louis Jarvis

Graduate Trainee

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01937 223055

At work

Louis Jarvis has just begun his financial journey, Joining Berry & Oak in November 2024 after studying law and business at Liverpool University for 3 years. Louis has a keen aspiration to become a financial advisor, as is excited to have the opportunity to learn from the expertise of the Berry & Oak team.

At home

Outside of work Louis loves watching and playing all sports, which has always dictated his weekends. He plays regular football, golf and has recently been falling in love with padel tennis.

In the spotlight

What do you like about working at Berry & Oak?

  • I find it fascinating to sit in on client meetings and gain an understanding of the financial guidance that we have to offer.
  • Creating relationships is something I look forward to, especially due to no circumstances being the same, as financial freedom differs based on one’s perception.
  • I love coming into the office and interacting with my team every day, we all strive to push each other into becoming the most knowledgeable versions of ourselves.

What does the day in the life of a Graduate Trainee look like?

It may sound like a cliché, but no two days are ever the same. My days are largely focused on on-the-job learning and assisting the team with their daily responsibilities. This often involves working with various provider websites and systems, managing client files, preparing for meetings, and supporting with administrative tasks. Alongside this, I am also dedicating time to studying for the qualifications I’m working towards.

What are your top three life highlights so far?

  • Skydiving over the palm in Dubai
  • The day we got promoted in football against our rivals John Moore’s University.
  • Sunset helicopter ride over the St Christopher in Brazil.

What is an ability you wish you had?

Be a professional golf player

What’s currently top of your bucket list?

Attend a football world cup final in Vegas

Which song gets you on the dancefloor?

Rockin’ all over the world

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

My party trick is a flaming sambuca held the month

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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.

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