Berry & Oak - Wetherby

Phil O'brien

Our meetings with Andrew and the team have all been relaxed with limited jargon and no hard sell. We are looking to retire next year and needed the usual question answered, do we have enough money? A comprehensive report was produced together with what the next steps should be. We have now agreed to go forward with B&O to invest our pension to enable us to retire without the stress of worrying. Thank you for guiding us and we look forward to working with you for many years.
Phil& Maxine

Steve Frost

We have dealt with Andrew and his Berry & Oak team for over 20 years and they have always been helpful and act with our bet interests. They have helped us retire early and keep our finances on track. We often speak with lily who is very friendly and gets things done.

Moira Walker

When approaching retirement, most people worry about whether they have enough money and whether the savings they have will support the lifestyle they hope for in retirement.
Berry and Oak were able to answer those questions reassuringly and to offer sound advice on how those savings should be invested. They seem to genuinely care about their clients and that feeling is shared by all within the company. Over the years, that support and advice has always been there, with the focus being on what we want to achieve. Berry and Oak offer a friendly, helpful, yet thoroughly professional service which suits our needs perfectly.
We benefit from regular meetings and reviews and are reassured that we can raise anything of concern which will actioned promptly.
I would thoroughly recommend Berry and Oak to anyone seeking financial advice.

Matt

I recently had the pleasure of working with Andrew at Berry & Oak in Boston Spa, and I cannot speak highly enough of the outstanding financial planning service I received.

From the moment I walked through their doors, I was impressed by the professionalism and expertise displayed by Andrew and the entire team. Andrew took the time to listen to my financial goals and concerns, and he crafted a comprehensive financial plan that addressed every aspect of my financial life.

What truly sets Berry & Oak apart is their commitment to ensuring that their clients fully understand their financial plans. Andrew patiently explained each component of the plan, answering all of my questions and making sure I felt confident in the decisions I was making. This level of personalised attention is truly rare and greatly appreciated.

Once the financial plan was in place, Berry & Oak didn't stop there. They continued to follow up with me through phone calls, meetings, and emails to ensure that everything was running smoothly and that I was comfortable with the arrangements. This ongoing support and dedication to their clients' financial well-being truly sets them apart from the rest.

I can confidently say that Berry & Oak, and specifically Andrew, provide a first-class financial planning service that goes above and beyond. If you're looking for a team that is knowledgeable, attentive, and genuinely cares about your financial success, I highly recommend giving Berry & Oak a call. They have made a significant and positive impact on my financial future, and I couldn't be happier with the results. Thank you, Andrew, and the entire team at Berry & Oak, for your exceptional service!

Jonathan Watmough

I have been delighted with the service I have received from Berry & Oak over the last 12 months. Andrew and the team have greatly assisted me in arranging my financial affairs and, particularly, my pensions and investments. Although I had undertaken plenty of research before appointing Berry & Oak I was still a little apprehensive about relying on their financial advice. However, I am pleased now to have done so and to have their ongoing support, which is proving invaluable.

Gemma Stanley

I contacted Berry & Oak for advice around pensions. We are in our mid 30s and whilst have existing pensions, I wanted to ensure our future years are well provided for. Andrew gave me clear, concise and proportionate advice in regard to our current situation which I intend to action in the coming months. I look forward to working with Andrew and Berry & Oak in future years. Thank you.

Rob Mountain

We've been with Andrew & Sarah at Berry & Oak now for over 15 years.
We originally needed to sort out our pensions, mortgage, life insurance & critical illness cover for myself & my wife.
As our wealth grew we needed more input as far as pensions & retirement planning was concerned - and planning for our children's future.
We have always found them knowledgeable, approachable, straight talking & honest.
Their advice has helped us sort our finances out best for ours & our kids future - as well as helping us make informed decisions on any big financial plans, projects or changes.
Sometimes you just need to talk to someone who knows about this stuff !

Peter Thorndyke

Following early retirement we found ourselves comfortably off, with a good pension, but owning a rag bag of investments, mostly bought on a whim, and facing a substantial prospective inheritance tax bill.
We approached Andrew and his team and over a few months he restructured our investments and, in doing so, was able to reduce our potential inheritance tax bill to a a very low figure.
So we now have a broad portfolio of investments and a very clear view of how much surplus income we have after meeting basic living costs, so we know how much we can afford to spend whilst avoiding the risk of running out of money in our lifetime. We are free therefore to enjoy retirement without worry, and knowing that our children will find that inheritance tax will not be a major factor following our demise.
Andrew and his team are approachable, knowledgeable, and a pleasure to deal with. We have no problem recommending their services to anyone needing first class financial advice in a relaxed environment.