What we do

It’s our job to give you the confidence and financial freedom you need to do the things you’ve always wanted.

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If it’s important to you, it’s important to us

At Berry & Oak, we believe you can achieve the lifestyle you want for you and your family. It just takes a bit of planning, some innovative thinking – and a financial planner who is committed to understanding your needs.

Perhaps you’re wondering if you can afford to retire? Or whether you can afford to spend some of your retirement income on taking that trip of a lifetime? Or maybe you’re in need of some advice on how best to invest an inheritance, or help your children through a private education.

Our award-winning and highly qualified financial planning team will help you make the most of your wealth. With clever, tailored financial planning, you and your loved ones can lead a happy, fulfilled life, free from money worries.

Do I have enough money to live the life I want?

It’s a question we get asked often and one we’re here to provide answers to, using our proven financial planning process.

Click through to find out more and download your free copy of “Enough: How much money do you need for the rest of your life?”.

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We provide our clients with
Lifestyle Financial Planning

Life planning

Helping you identify what you want from life. Our goal is to discover how you want to live today and how you want to live in the future. We’ll explore what your long-term goals are, what’s really important to you and what your priorities are for the next stages of your life.

Financial planning

Helping you understand your current assets, income, outgoings, policies and plans, and the options available to you to deliver and maintain your desired lifestyle. This will form the basis of our recommendations to you and the personal financial plan we create for you.

Financial advice

We use financial products as tools to help deliver and protect your desired lifestyle. Taking your personal financial plan as our roadmap, we will tailor our recommendations to align with your goals and risk profile, keeping everything under ongoing review.

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At Berry & Oak, we’re in it for the long term

Lifestyle Financial Planning is not about advising you which financial products to buy: it’s so much more than that.

The way we work allows us to form lasting relationships with our clients that grow stronger over the years. In some cases, the relationships we form with our clients span generations. By working with our clients on an ongoing basis, rather than occasionally, clients are able to get the most out of our service.

We are able to really get to know the families, individuals and businesses we support. We remember what’s important to you. We’re there to help you weather the storms of life and we can act quickly when a change in circumstance necessitates a change to your financial arrangements, keeping you on track and one step ahead when life threatens to throw you off course.

It’s our understanding of how important this is, that sets us apart.

Who we work with

Approaching
retirement

Approaching retirement, you will want to feel confident you have everything in place to live comfortably, free of money worries.

Enjoying
retirement

We’re here to help you take control of your finances, so that you can enjoy your retirement without fear for the future.

Keeping your wealth
in the family

There’s nothing more precious than family. We can help you ensure their financial future is secure and your wealth is protected.

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Awards

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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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