Rigorous, comprehensive and highly valued

The Berry & Oak ApproachTM

We know that men and women see things differently, so we like to have a male and female  at every client  meeting, wherever possible. We think this really helps to get a balanced view of every client’s situation, letting us offer 360° advice that really resonates.

Having two people at each meeting also makes it much easier to drill down into the detail and keep a clear record of what has been discussed and decided. Then we’ll feedback a list of agreed actions to you, so we all know who is doing what and by when.

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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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