As you grow older, one of the things you might be most concerned about is the entire value … Read more >
When it comes to fees, we think the most important thing is that you know exactly what to expect – and what you'll get in return. There are no nasty, hidden surprises with Berry & Oak.
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.