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 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

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Winner for the North - New Model Adviser Awards 2021

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Winner for the North - New Model Adviser Conference & Awards 2020

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Winner for the North - New Model Adviser Conference & Awards 2019

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New Model Adviser Top 100 2020

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New Model Adviser Top 100 2019

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Professional Adviser Tax-Efficient Adviser of the Year 2021

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Moneyfacts Retirement Adviser of the year 2018

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Adviser Firm of the year – North East 2020

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Adviser Firm of the year – North East 2019

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Retirement Planner– Best Individual Pensions Advice Firm of the Year Award 2019 – The North and Scotland

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CISI Accredited Financial Planning Firm™ of the Year Award 2019

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Yorkshire Financial Awards – Best Employer 2019

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Best Client Engagement (Advisers) 2020

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Adviser Firm of the year – UK 2020

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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.

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