Berry & Oak

Independent Financial Adviser  Boston House, Boston spa, West yorkshire, LS23 6AD
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FCA authorised
Last authorised 21st September 2020
Finding solutions to your financial questions and helping you to achieve your financial and lifestyle goals.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
Andrew Elson FPFS CFP
Chartered Financial Planner
Sarah Elson Dip APP ACSI
Certified Financial Planner
About us

Award Winning Chartered Financial Planners.

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.

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

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

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