Why choose us?

We know engaging the services of a financial planner is a big decision. And that you’ll want to be sure you’re working with the very best.

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Here are a few of the things we believe set us apart.

The Berry & Oak Approach™

Our awards

Our credentials

Our family and yours

We make the complex, simple

Our independence

Our values

Our vision

Our latest client survey results

Our clients’ stories

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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.”

Edward’s
story

“I want to make sure I can live in the style I’ve become accustomed to, even after I retire.”

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Awards

View all

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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