At Berry & Oak we are constantly striving to encourage interest within the financial services profession, especially when … Read more >
Our Planning Process
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.