We are a multi award-winning firm of Chartered financial planners. Our purpose is to give you and your family the confidence and support to live the life you want with clear, considerate independent financial planning. Our advice is delivered with care. Approaching retirement, you will want to feel confident you have everything in place to live comfortably, free of money worries.
We'll help you take control of your finances, so that you can enjoy your retirement without the fear of running out of money. Andrew has made us aware of all aspects of the planning process in ways easy to understand and in a way that is never rushed or shrouded with jargon. His work has been very thorough with attention to every detail.
We'll help you take control of your finances, so that you can enjoy your retirement without the fear of running out of money. Andrew has made us aware of all aspects of the planning process in ways easy to understand and in a way that is never rushed or shrouded with jargon. His work has been very thorough with attention to every detail.
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About us
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We are an independent multi award-winning financial planning practice based in Boston Spa, West Yorkshire. At Berry & Oak, we have one clear aim - to help you achieve the things you want to achieve in life, without the fear of running out of money. Berry & Oak was founded by husband and wife team, Andrew and Sarah Elson.
Meet our team
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We're a multi award-winning, highly qualified team who really care about providing the best advice and the highest service levels to our clients. We go that extra mile to give you outstanding service. With a diverse range of skills, plenty of imagination, and a determined drive to get results, it's no wonder our clients come back year after year.
What we do
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It's our job to give you the confidence and financial freedom you need to do the things you've always wanted. At Berry & Oak, we believe you can achieve the lifestyle you want for you and your family. It just takes a bit of planning, some innovative thinking - and a financial planner who is committed to understanding your needs.
Why choose us
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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.
Accreditations
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When it comes to your money, you want someone who knows what they're doing. So, it's good to know that we're all professionally qualified, have many years' experience and are committed to the highest professional standards. Berry & Oak are proud to have been awarded the prestigious title of Chartered Financial Planners by the Chartered Insurance Institute (CII).
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