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.

We are an accredited member firm listed on the SIFA Professional Directory of Financial Advisers. SIFA Professional are an approved Partner working closely with the Law Society.

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

View all

CISI Accredited Financial Planning Firm™ of the Year Award 2022

New Model Adviser Top 100 - 2022, 2021, 2020, 2019, 2018

Women in Finance Awards – Financial Adviser of the Year - North East (Sarah Elson). Winner 2022

New Model Adviser Firm of the North Award. Winner 2022, 2021, 2020, 2019, Finalists 2018, 2017

Yorkshire Financial Awards – Financial Adviser Team of the Year. Winner 2022

Yorkshire Financial Awards – Financial Adviser of the Year (Andrew Elson). Winner 2022

Yorkshire Financial Awards – Director of the Year (Sarah Elson). Winner 2022

Professional Adviser Awards – Tax-Efficient Adviser of the Year. Winner 2021

Professional Adviser Awards – Adviser Firm of the Year – UK. Winner 2020

Professional Adviser Awards – Best Client Engagement (Advisers). Winner 2020, Highly Commended 2022, 2019

Professional Adviser Awards – Professional Adviser Firm of the Year – North East. Winner 2020, 2019, Finalists 2022, 2021

CISI Accredited Financial Planning Firm™ of the Year Award 2019

Yorkshire Financial Awards – Best Employer. Winner 2019

Retirement Planner Awards – Best Individual Pensions Advice Firm of the Year – The North and Scotland. Winner 2019, Finalist 2018

Investment Life & Pensions Moneyfacts Awards – Retirement Adviser of the Year. Highly Commended 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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