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Based in Wetherby
View locationNot fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Financial planning should be about an ongoing relationship and not a one off event. I help clients understand their finances by using plain English, not jargon, whilst providing peace of mind about their financial decisions. I provide a high level of ongoing service answering questions as they occur and providing regular updates and reviews as necessary. I have more than 20 years experience in Financial Services. I achieved the international service certification of ISO22222 (one of only 5 firms in Yorkshire). I work with many wealthy clients advising them across all aspects of financial planning – be it personal or business related, and I have strong links with other professionals which allows me to enhance the support I give my clients through complimentary services. My hobbies include Photography, running and watching my son play Basketball.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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Adviser Disclaimer
Berry & Oak is a trading name of Berry & Oak Ltd, which is authorised and regulated by the Financial Conduct Authority, FRN 787328. Registered Office: Boston House, 214 High Street, Boston Spa, West Yorkshire LS23 6AD. Berry & Oak Ltd is registered in England under Number 09940516.