Live the life you want with confidence and financial freedom
Berry & Oak is an Accredited Financial Planning Firm of the Year 2022 & 2019, awarded by the CISI, the professional body for financial planning professionals. We are a multi-award-winning firm of Chartered financial planners dedicated to providing clear, considerate, and independent financial planning to individuals, families, and professional advisers. Our purpose is to give you and your family the confidence and support to live the life you want, with the financial security and peace of mind that comes with it.
Our Values and Vision
At Berry & Oak, we believe in the importance of building long-term relationships with our clients, based on trust, transparency, and a deep understanding of their financial goals and aspirations. We are committed to delivering exceptional service, tailored to each individual's unique needs, and to providing expert guidance and support every step of the way. Our values are rooted in integrity, professionalism, and a passion for helping others achieve financial freedom and security.
Our Services
We offer a comprehensive range of financial planning services, designed to help you navigate the complexities of personal finance and achieve your long-term goals. From approaching retirement to enjoying retirement, keeping your wealth in the family, and working with professional advisers, we have the expertise and knowledge to provide bespoke guidance and support. Our services include: investment planning, retirement planning, inheritance tax planning, estate planning, and more.
What Our Clients Say
Don't just take our word for it! Our clients have been kind enough to share their experiences of working with us, and we're proud to say that 100% of our clients are confident in the technical abilities and knowledge of their adviser, and 100% feel informed and reassured after their annual review meeting. We're also delighted to report that 83% of our clients are extremely likely or very likely to recommend us to others.
Detailed Summary of Reviews
The reviews highlight the exceptional service provided by Berry & Oak, particularly by Andrew and his team. Clients appreciate the personalized attention, clear explanations, and the ability to understand their financial plans. Many mention the team's kindness, thoughtfulness, and honesty, which has greatly helped them in planning for their financial future, including pensions, investments, and inheritance tax planning. The service is described as first-class, with clients feeling confident and supported throughout the process.
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