Professional advisers

We work closely with solicitors, accountants and corporate advisers to help clients find solutions to their challenges, plan for the future and benefit from our financial expertise.

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We believe great things can be achieved when people work as a team. That’s why we’re very happy to partner with fellow professionals, where clients have more than one adviser, to share our expertise and ensure clients’ goals and objectives are achieved.

By working in a joined-up way, we can ensure the totality of your clients’ needs are addressed and that no opportunities for solutions to their challenges are missed.

As one of a very small number of UK firms to be both Chartered by the Chartered Institute of Insurance and Accredited by the Chartered Institute of Securities and Investment, our technical expertise is recognised as meeting the highest possible standards. And our advice and client care has been recognised in the many awards we have received as a firm.

We provide advice and holistic financial planning for clients who are:

  • Seeking divorce or separation
  • Undertaking estate planning
  • Inheritance Tax planning
  • Long-Term Care planning
  • Planning a business sale or business expansion
  • Buying or selling a home
  • Going through Probate.

Why choose a SIFA Professional?

As a solicitor, you will know that there are often many layers to your clients’ challenges. And that solutions often require a multi-disciplinary approach. By partnering with a financial planning firm, you can help your clients address the financial aspects of their needs. However, not all financial advisers and planners are able to provide a conflict-free service or have the appropriate qualifications and expertise to equip them to do this specialist work.

As SIFA Professionals, our focus is on building effective, valuable and compliant relationships with solicitors and other legal professionals, in the best interests of clients.

SIFA (Solicitors Impartial Financial Advice) was established in 1992 to help firms harness the natural synergies between financial and legal professionals and SIFA Professional was launched in 2009 as a response to the Legal Services Act. As a member of SIFA Professional, we are free from third party influence, can provide conflict-free advice and, importantly, we are kept updated on all the changes in the legal-regulatory landscape.

Our SIFA Professional accreditation also means that we have a listing in the Law Society-endorsed directory of professional advisers.

In a crowded market, solicitors who can address the financial aspects of their clients’ needs will be one step ahead of the competition.

 

For more information on how we can help you address your clients’ wider needs, please get in touch. We’d be delighted to talk to you.

clientservice@berryandoak.com

01937 223055

Awards

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Winner for the North - New Model Adviser Awards 2021

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Winner for the North - New Model Adviser Conference & Awards 2020

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Winner for the North - New Model Adviser Conference & Awards 2019

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New Model Adviser Top 100 2020

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New Model Adviser Top 100 2019

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Professional Adviser Tax-Efficient Adviser of the Year 2021

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Moneyfacts Retirement Adviser of the year 2018

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Adviser Firm of the year – North East 2020

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Adviser Firm of the year – North East 2019

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Retirement Planner– Best Individual Pensions Advice Firm of the Year Award 2019 – The North and Scotland

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CISI Accredited Financial Planning Firm™ of the Year Award 2019

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Yorkshire Financial Awards – Best Employer 2019

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Best Client Engagement (Advisers) 2020

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Adviser Firm of the year – UK 2020

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New Model Adviser Top 100 - 2018

Ready to talk?

If you want to know more about getting the most out of your finances for your retirement, investing or estate planning, please get in touch. You can send us an email or use the direct message box at the bottom of this page. Or call us and we can chat through your needs and, if you are ready, make an appointment to better understand how we can help.

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