Each and every one of us at Berry & Oak is dedicated to doing a great job for our clients, but it's when we come together as a team that the magic really happens. With a diverse range of skills, plenty of imagination and a drive to get results, it's no wonder our clients come back year after year.

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Want to join our team?

If you share our commitment to excellence and think you’d be a great addition to our team, please get in touch – we’d love to hear from you.

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ANDREW ELSON

MANAGING DIRECTOR AND CHARTERED FINANCIAL PLANNER

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Sarah Elson

CLIENT RELATIONSHIP MANAGER AND INDEPENDENT FINANCIAL ADVISER

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Lara San Juan

PARAPLANNER

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Nina Wilson

Business Support Executive

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Diane Holt

SENIOR ADMINISTRATOR

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Liam Durkin

ADMINISTRATOR

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You!

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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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