
3 tax considerations for a post-Brexit UK
With the time to prepare for Brexit rapidly reducing, businesses are up against the clock to get themselves … Read more >
The initial meeting is at our expense and you’re under no obligation to work with us if you don’t feel that we’re the right fit for you. We then charge for our services like analysing your unique financial landscape and understanding your requirements, researching solutions and negotiating the best deal for you, as well as implementing and monitoring your financial plan. But all costs will be discussed with you upfront – and we’ll only proceed when you’ve agreed them and are happy.
We charge for these services as that’s the way we stay in business! We’re not paid by the product providers – but that also means we’re not tied to their products and can stay completely independent.
What you can’t put a price on, is the peace of mind that comes with knowing we’re on top of everything for you, constantly monitoring your investments to ensure they’re working as hard as they possibly can and that your financial plan stays on track.
With the time to prepare for Brexit rapidly reducing, businesses are up against the clock to get themselves … Read more >
Whether or not you’re the kind of person who sees the start of January as the time to … Read more >
Introduction Is the end of November a time to celebrate? All the stock markets we cover in this … Read more >
If you’ve been wondering what you need to do next with your financial planning, or want to know more about getting the most out of your finances for retirement planning, investing or estate planning, please talk to us.
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Copyright © 2021 Berry & Oak
Berry & Oak is a trading name of Berry & Oak Ltd, which is authorised and regulated by the Financial Conduct Authority, FRN 787328. Registered Office: Boston House, 214 High Street, Boston Spa, West Yorkshire LS23 6AD. Berry & Oak Ltd is registered in England under Number 09940516. The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The Financial Conduct Authority does not regulate Tax Advice.