Berry & Oak

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Berry & Oak are a firm of Chartered Financial Planners providing bespoke financial planning advice and investment management to Families, Trustees, Business owners, Company Directors and especially to clients approaching or at retirement. All of the advisers within the firm are certified to ISO2222 Standards. At Berry & Oak, 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 will continue to meet with you regularly to ensure your financial planning strategy adapts, and remains relevant to you, as your needs change over time. From the very first minute, we want you to feel like part of our family – and that you're working with people you can trust. We're 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.

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