Berry & Oak
Berry & Oak is a firm of Chartered financial planners that provides independent financial planning services. They aim to help clients achieve their life goals through financial advice.
- Estate planning
- Wealth management
- Retirement planning
- Investment management
- Independent financial planning
Locations
Digital Popularity
Competitors
Treetops Financial Planning Ltd provides financial planning advice and services in an easy to understand manner.
Company Details
Berry & Oak is operated by Berry & Oak Limited and is a Active company incorporated on 7 January 2016 with the registered office located in Wetherby, West Yorkshire. Berry & Oak Limited was registered 9 years ago.
Status
Active
Size
Micro
Directors
2
Age
9 years old
Employees
8
Turnover
Unreported
Total Assets
£651.76K
Cash in Bank
£316.88K
Total Liabilities
-£210.9K
Teams
9
3
2
2
2
Technology Manager • Joined Sep 2024
Operations Manager • Joined Sep 2024
Chartered Financial Planner / Director • Joined Jan 2018
Chartered Financial Planner, Certified Financial Planner And Managing Director • Joined Jan 2018
Financial Services Administrator • Joined Aug 2012
Financial Planning Analyst • Joined Jul 2022
Financial Planning Analyst • Joined Jan 2025
Graduate Trainee • Joined Nov 2024
Graduate Trainee • Joined Jul 2021
Financial Services Administrator • Joined Aug 2012
Financial Planning Analyst • Joined Jul 2022
Financial Planning Analyst • Joined Jan 2025
Technology Manager • Joined Sep 2024
Operations Manager • Joined Sep 2024
Graduate Trainee • Joined Nov 2024
Graduate Trainee • Joined Jul 2021
Chartered Financial Planner / Director • Joined Jan 2018
Chartered Financial Planner, Certified Financial Planner And Managing Director • Joined Jan 2018