Berry & Oak

Independent Financial Adviser Boston House, 214 High Street, Boston Spa, Wetherby, West Yorkshire, LS23 6AD
FCA verified
10th December 2018
Finding solutions to your financial questions and helping you to achieve your financial and lifestyle goals.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Long term care
Meet our advisers
adviser-person
Andrew Elson FPFS CFP
Chartered Financial Planner
adviser-person
Sarah Elson Dip APP ACSI
Financial Planner
Where to find us

Boston House, 214 High Street, Boston Spa, Wetherby, West Yorkshire, LS23 6AD

About us

We provide jargon free independent financial advice that motivates our clients to achieve their financial goals. We help to remove all the hassles in managing your finances and follow the principle, in that if we can do the paperwork for you we will.

Our services

Helping you to understand what you need to do to achieve your financial goals and live your desired lifestyle, in the most tax efficient manner.

Explaining how your financial products work in a clear and straight forward way, so that you clearly understand the benefits they give you.

We work with you on a regular basis to ensure you stay on track and remain confident in your financial future.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£500,000
Compliance

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.

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