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 latest client survey results
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.”
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.