Berry & Oak
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
-
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
-
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
-
Financial planning
- Wealth management
-
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
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Long term care
- Long term care
Boston House, 214 High Street, Boston Spa, Wetherby, West Yorkshire, LS23 6AD
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.
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.
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