Berry & Oak

Using allowances and exemptions could reduce your overall tax bill and help you get more out of your money. On 5 April 2025, the current tax year will end, and many tax-efficient allowances and exemptions will reset. Read our blog to discover five that you may want to consider using before the 2025/26 tax year starts - https://bit.ly/40PDVZh #TaxPlanning #TaxEfficiency #PersonalFinance #WealthManagement #FinancialPlanning

Exciting News! We're proud to announce that our Chartered Status has been successfully renewed for another 12 months! This prestigious recognition reflects our ongoing commitment to delivering the highest standards of professionalism, expertise, and ethical advice to our clients. Thank you for your continued trust and support – we look forward to guiding you on your financial journey with integrity and excellence. #CharteredStatus #FinancialPlanning #ProfessionalExcellence #BerryAndOak

We did it again! 🏆✨ Berry & Oak is incredibly proud to have been named Citywire New Model Adviser Firm of the Year for the North for the 7th year in a row! Winning this award is a huge honour, and it’s a testament to the dedication, expertise, and passion of our entire team. Andrew Elson - 👉 Helping you maximise retirement 👈, our Managing Director, shared his thoughts on this achievement: "We are absolutely thrilled to receive this recognition once again. The financial planning profession is an amazing place to be - we’re not just helping clients manage their wealth, we’re helping them change their lives. Whether it’s supporting them in securing their dream retirement, guiding their families through financial education, or helping the next generation with career choices, financial planning is so much more than just the numbers. It’s about real impact." Sarah Elson Operations Director added: "This award is a reflection of the incredible team we have at Berry & Oak. We work together, support each other, and always put our clients first. I’m so proud of what we’ve achieved, not just for this award, but for the way we genuinely care about making a difference in people’s lives." A huge thank you to Citywire New Model Adviser for this recognition, and of course, to our fantastic clients who trust us to guide them and our team that help get them there... We’re also grateful to our peers in the profession - we love sharing knowledge, mentoring others, and playing our part in the wider financial planning community. Here’s to another year of making a difference! 🎉🥂 #FinancialPlanning #AwardWinning #NewModelAdviser #Berry&Oak #MakingADifference

Meet the Team - Louis Jarvis! We’re proud to introduce Louis Jarvis, a key member of our team at Berry & Oak! 💼 With his dedication and expertise, Louis brings a wealth of knowledge and passion to his role. As a graduate trainee, he’s committed to delivering exceptional service and making a real difference for our clients. When he’s not working, you can find him playing football or golf! We’re lucky to have Louis on board, and we look forward to seeing all the amazing things he continues to achieve with us! 👏 #BerryAndOakTeam #MeetTheTeam #OurPeople #ClientCare #Teamwork #FinancialPlanning

On the 9th of January 2025, Yorkshire was gripped by an Arctic chill, with deep, crunchy snow and an icy wind sweeping through the region. But despite the frosty conditions, we were undeterred. Ruth Lippiatt and Lily Chandler from Berry & Oak braved the cold and headed to John Smeaton Academy in Leeds, joining a team of volunteers for a mock interview session organised by Ahead Partnership. You can find out more about the day here - https://bit.ly/4g1dvte We’re passionate about empowering the next generation with knowledge and skills that will help them succeed professionally. Thank you to John Smeaton Academy for welcoming us – we loved being part of your students' journey! 🎉 #FinancialEducation #MockInterviews #FuturePlanners #BerryAndOak #CareerDevelopment #GivingBack #FinancialPlanning

Financial planning could help you achieve your aspirations! Often one of the biggest benefits of a bespoke financial plan is that it allows you to devise a blueprint to follow, with your goals placed at the centre. It’s a strategy that could help you focus on what you want to achieve in life and make working with a professional even more valuable to you. It’s about creating a roadmap to align your money with your life goals whether it’s saving for a home, retiring comfortably, or managing your family’s financial security. Learn more in our blog: https://bit.ly/4dqKE0D #FinancialGoals #FPWUK

Is your retirement plan on track? This Financial Planning Week, take a moment to think about what you’d like your retirement to look like. Start with these questions: Are you saving enough? Have you reviewed your pension recently? Are there ways to optimise your tax efficiency? Read our blog for actionable retirement income tips: https://bit.ly/48o89pG #RetirementPlanning #FPWUK

Financial Planning Tip: A solid budget is the foundation of financial success. 💡 Track your income and expenses to identify where your money is going and adjust to meet your financial goals. Start today - small steps lead to big wins! Download our free income and expenditure spreadsheet to get you started - https://bit.ly/3PTLycl #FinancialPlanning #BudgetingTip

Top Tip Tuesday! 💡 Top Tip for #FPWUK: Start with your goals! Whether it’s buying your first home, planning for retirement, or building a safety net, knowing your financial goals is key to creating a solid financial plan. Need help turning your goals into reality? We’re offering FREE one-hour consultations this week. Email us to book your session: clientservice@berryandoak.com. #FPWUK #FinancialPlanning #FinancialConfidence #TopTipTuesday

From 27th January to 2nd February, we’re shining a spotlight on the value of financial planning! Want to learn how financial planning can help you achieve your life goals? Follow us this week for daily insights during #FPWUK and discover how to take control of your money! You can also read our article “What is the Difference Between Financial Planning and Financial Advice?” https://bit.ly/48TmGck to gain further insights. Let’s work together to make your financial future brighter! #FPWUK #FinancialPlanning #FinancialConfidence