Tax Efficient Adviser of the Year 2021

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Over the last 3 years, Berry & Oak have been delighted to win a number of prestigious awards in the financial services profession, 4 of which have been national awards.

We always think it is an incredible achievement even to be shortlisted as a finalist, especially when we are often competing on a national stage against significantly larger financial organisations.

To be crowned the winner is very humbling and a testament to all the hard work the Berry & Oak team put in, to best serve our clients.

On the 11th Match 2021 during an online awards ceremony Berry & Oak were awarded the Professional Adviser “Tax Efficient Adviser of the Year 2021”.

This award recognised a firm that demonstrated not only their breadth of knowledge of this area but how they are making the most of that knowledge to benefit their clients, all the time balancing the potential rewards with the associated risks.

This is a really important award for us to win, as it’s the first time we have entered an award in this category and demonstrates our knowledge and experience of tax planning for our clients has been independently assessed to make us a national award winner.

The awards were judged and voted on by an independent panel of industry experts, made up of financial advisers, business consultants, fund researchers, platform specialists and other financial services sector experts. This allowed them to look at the facts when compared with competitors and provide a non-biased assessment.

You can be reassured that we won’t rest on our laurels and will continue to keep learning and developing, so we can continue to serve you well.