Client Stories

Below you will find a collection of our client stories, showing how we have helped them to achieve the things that matter to them most in their lives.

John & Pam Lythe

Retirement Planning Story

Find out more >


Financial Planning Story

Find out more >

Simon & Pamela Carlton

Investment Planning Story

Find out more >

What our clients say

"Over the years, both Mrs P & I have followed both your and Andrews continuing development.  We have watched with interest and pride, the progressive enhancement of Berry & Oak. We really feel part of a "family". This is due to the care and consideration you have both shown to us over the years. You show a concern not only to our financial needs, but also taking into account the history of our family, and where the future for them may be! This is what makes you as a "partnership" very, very special to us."
Dr & Mrs K Peacock – Grimsby
"I have known Andrew a long time, but more recently he has been acting as my Financial Adviser. In this time he has provided some very useful information, insights, options and advice on key financial decisions. His style is always supportive, tailored and unhurried. I feel he is one of a few advisers I can trust."
Mr R Mountain – Warrington
"I wanted to say a big thank you for the way you have guided us through the whole process. We have really appreciated your patience, clear explanations, lack of judgement about how we have saved so little so far, and your ‘grounded’ approach. It has made what could have been a very confusing and uncertain process, seem far less intimidating. It’s been a pleasure ‘working’ with you."
Mr & Mrs C Carden – Leeds
"We were very impressed with Andrew, he explained everything in an easy to understand way. The one hour meeting went on for almost 3 hours but because it was so interesting the time flew by. We have now employed Andrew to plan our finances we will be meeting him again in a couple of weeks’ time to go through the plan. We hope to have a clear strategy going into our retirement with Andrew helping us along the way."
Mr & Mrs P McCluskey – Pontefract
"Andrew was very welcoming and immediately easy to get along with. His professionalism stood out and we were quite confident that we had made the correct choice for dealing with our financial affairs. We are looking forward to a long and rewarding relationship."
Client – North Yorkshire
"New ideas raised and options offered which I would not have thought of.  Friendly approach with great comfort in being able to raise any matters."
Dr N Kitchen – Maltby
"Andrew cares about us and our family's well-being. He offers a personal service that suits our needs and tailors our financial planning accordingly. He is incredibly knowledgeable but has an ability to describe complex issues in a straightforward way. He has completely sorted out our financial situation and we don't know how we would manage without him."
Mrs K Tunstall – Otley
"I have used Andrew for over ten years now. He knows the business very well and presents all possible options to allow you to decide for yourself the best fit solution. He is friendly and freely gives advice without making you feel pressured. I would have no hesitation in recommending him for investment advice."
Mr N Hopwood – Wakefield
"Andrew was extremely professional and guided us through the maze that is the financial world. He took the time to really understand our position, explained very clearly a number of options and the implications of each. Most importantly everything was conducted in a clear manner, helping us make the decisions."
Mr & Mrs M Erwin – Wetherby
"Andrew has made us aware of all aspects of the planning process in ways easy to understand and in a way that is never rushed or shrouded with jargon. His work has been very thorough with attention to every detail. He has been an invaluable source of help and advice, and we look forward to maintaining contact for many years to come. Andrew was recommended to us, and we in turn recommend him as an excellent Financial Adviser and Planner, with good advice, good knowledge and a genuinely caring approach to his clients."
Mr & Mrs J Lythe – Leeds

Latest News

Ready to talk?

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.

Stay in touch

Sign up to receive our newsletter.

You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.