Berry & Oak

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At Berry & Oak we have one clear aim - to help our clients do all the things they want to do in life. Our independent personal financial planning service helps you make informed decisions with complete peace of mind. Our clients choose Berry & Oak because we build a close, long term partnership rather than just offer a quick fix.

Many people struggle to find the balance between living their dreams and ensuring they have the potential to fulfil them. Finding this balance, is at the heart of everything we do.

The seeds of Berry & Oak were sown because we wanted to give our clients an exceptional, independent, and bespoke service. Time is of the utmost importance. We take time to get to know you. We invest time so that we can plan your future together. We encourage you to take the time to live life to the full.

We are all highly qualified, really care about giving the best advice and go that extra mile to give you an outstanding service. Berry & Oak will help you and your family live the life you want, while freeing you from worries about what the future might hold.

We are very proud to have recently won several awards in the profession, including CISI Accredited Financial Planning Firm of the year 2019, Professional Adviser – Firm of the year 2020, as well as New Model Adviser Firm of the North for 2020 & 2019 and Professional Adviser Firm of the North East 2019 & 2020

Trading name: 
Berry & Oak
Head office: 
Berry & Oak,
Boston Spa, High Street,
LS23 6AD, Leeds
01937 223055
08445 791846
Regions served: 
North East
North West