Here are a few of the things we believe set us apart.
The Berry & Oak Approach™
We take the time to get to know each and every one of our clients; what you want from life, what you enjoy doing and where you want to be. We really care and go that extra mile to provide an outstanding service.
From Adviser Firm of the Year (UK), to Yorkshire Financial Awards Best Employer, we are enormously proud of the recognition we have received. And more importantly, of the team behind the accolades.
We are one of a very small number of financial planning firms in the UK to be both Chartered by the CII and Accredited by the CISI. For more information on what our accreditations mean, visit our dedicated Accreditations page.
Our family and yours
From day one, we want you to feel like part of our family. What does that mean? It means visiting the office feels like coming home. It means we’re always on your side. It means, if it’s important to you, it’s important to us.
We make the complex, simple
We work hard to demonstrate our technical competence, but we work just as hard to ensure our clients understand their money and the choices open to them. We don’t use big words for the sake of it!
Our independent status enables us to operate on an unrestricted basis. This means we can recommend products and providers from the entire market and have access to the widest possible range of financial solutions.
Our focus is on helping you succeed. We use cutting edge technology to offer the best advice and experience possible and balance that with our heart-led approach, prioritising quality, integrity, respect, care and enthusiasm.
We are just as ambitious for our business as we are for you. Our aim is to be the leading financial planners in the Yorkshire area. Our awards and our clients tell us we’re well on the way to achieving just that, but we never rest of our laurels.
Our clients’ stories
John & Catherine’s story
“We wanted to ensure the family benefited from our estate – not the tax man!”
David & Brenda’s story
“I knew I wanted to retire early but was not sure if I really could afford to.”
“I want to make sure I can live in the style I’ve become accustomed to, even after I retire.”
Winner for the North - New Model Adviser Awards 2021
Winner for the North - New Model Adviser Conference & Awards 2020
Winner for the North - New Model Adviser Conference & Awards 2019
New Model Adviser Top 100 2020
New Model Adviser Top 100 2019
Professional Adviser Tax-Efficient Adviser of the Year 2021
Moneyfacts Retirement Adviser of the year 2018
Adviser Firm of the year – North East 2020
Adviser Firm of the year – North East 2019
Retirement Planner– Best Individual Pensions Advice Firm of the Year Award 2019 – The North and Scotland
CISI Accredited Financial Planning Firm™ of the Year Award 2019
Yorkshire Financial Awards – Best Employer 2019
Best Client Engagement (Advisers) 2020
Adviser Firm of the year – UK 2020
New Model Adviser Top 100 - 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.