Top 100 Financial Planning firm in the country

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We are delighted to announce that Berry & Oak has made the New Model Adviser Top 100 UK adviser list for 2018. The award recognises outstanding achievements and prominent leaders in the UK financial planning profession.
Citywire’s New Model Adviser® magazine helps financial planning professionals with their personal and business development, providing news, information and insights into the financial services industry. The magazine produces an annual list of the top 100 financial planning in the UK. The list considers the firm’s profitability, assets under advice, qualifications, recurring income and commitment to the profession.
Many congratulations to the Berry & Oak team and a big thank you to our clients – we couldn’t have achieved it without you.