Berry & Oak - Wetherby

Name: Berry & Oak
Address: 214 High St, Boston Spa, Wetherby LS23 6AD, United Kingdom, Wetherby, LS23 6AD
Telephone: +44 1937 223055
Rating: 5

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 214 High St, Boston Spa, Wetherby LS23 6AD, United Kingdom.
Phone: 1937223055.
Website: berryandoak.com
Specialties: Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Free parking lot, Free street parking, On-site parking.
Opinions: This company has 91 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Berry & Oak

☎️1937223055

⏰ Open Hours of Berry & Oak

Monday: 9 AM–5:15 PM
Tuesday: 9 AM–5:15 PM
Wednesday: 9 AM–5:15 PM
Thursday: 9 AM–5:15 PM
Friday: 9 AM–5:15 PM
Saturday: Closed
Sunday: Closed

Introducing Berry & Oak: Your Trusted Financial Partner in Boston Spa

Nestled at 214 High St, Boston Spa, Wetherby LS23 6AD, Berry & Oak stands as a beacon of financial expertise in the heart of the United Kingdom. Known for their dedicated services in financial planning, this esteemed firm has been guiding individuals and families through the complexities of financial management for years. To reach them, you can dial their phone number: +44 1937 223055 or visit their website: www.berryandoak.com at your convenience.

Key Features and Services

Berry & Oak prides itself on offering a comprehensive range of financial planning services. Their specialties include:

- Personalized Financial Planning: Tailored strategies to meet individual needs and goals.
- Investment Advice: Based on thorough research and years of experience to ensure the best outcomes.
- Ongoing Support: Beyond initial planning, their team provides continuous advice to adapt to changing financial landscapes.

Additional Points of Interest:

- Online Appointments: Convenience is key, with the option to schedule virtual meetings.
- Onsite Services: For those who prefer face-to-face consultations, on-site services are available.
- Accessibility: The parking lot is wheelchair accessible, along with restrooms, ensuring a comfortable experience for all visitors.
- Appointment Required: While walk-ins are welcome, making an appointment ensures you receive the attention you need.
- Parking: Both free parking on-site and street parking are available, making it easy to visit without worrying about additional costs.

What Customers Say About Berry & Oak

The testimonials from satisfied clients speak volumes about the quality of service offered by Berry & Oak. With 91 reviews on Google My Business and an average rating of 5/5, it's clear that the company has earned a reputation for excellence. Clients praise Andrew and the Berry & Oak team for their supportive and approachable demeanor, coupled with informed investment decisions based on extensive knowledge and experience. The sentiment is universally positive, suggesting a company that truly cares about its clients' financial well-being.

Reasons to Contact Berry & Oak

Given the glowing feedback and the comprehensive services they offer, here's why you should consider reaching out to Berry & Oak:

- Expertise in Financial Planning: Their team consists of professionals who are well-versed in navigating the financial world to help you achieve your goals.
- Flexible Service Options: Whether you prefer online consultations or prefer the personal touch of an in-person meeting, Berry & Oak caters to your needs.
- Commitment to Client Satisfaction: As evidenced by the overwhelmingly positive reviews, their commitment to providing top-notch service is evident.

To experience the exceptional service Berry & Oak offers firsthand, we highly recommend visiting their website at www.berryandoak.com. Here, you'll find more detailed information about their services, how to schedule an appointment, and why they stand out in the field of financial planning. Don't miss this opportunity to secure your financial future with a trusted partner who truly understands your needs. Contact Berry & Oak today and take the first step towards financial peace of mind.

👍 Reviews of Berry & Oak

Penny C.

5/5

Andrew and the Berry and Oak team have provided an excellent financial planning service for several years. I feel secure in the knowledge that the investment decisions made with Andrew are well-informed and based on the very best knowledge and experience. I have always found Andrew very supportive and extremely approachable. I would not hesitate to recommend Berry and Oak to family and friends.

Mathew D.

5/5

Andrew and Sarah have been fantastic—knowledgeable, efficient and genuinely committed to providing outstanding financial advice. They guided us not only in managing our investments and savings for a property purchase but also in planning our pensions, life insurance and income protection. Their clear explanations and tailored advice gave us complete confidence in our decisions. Beyond their expertise, they are incredibly friendly and approachable. We highly recommend them to anyone seeking professional and trustworthy financial advice.

Dolores P.

5/5

A very honest,open and trustworthy company with a personal approach.
We approached Berry and Oak pre-retirement for financial planning advice. We met Andrew and felt our situation was understood immediately.
We have had all our meetings with Andrew which we appreciate re continuity but we have been introduced to lots of other team members. You generally get the feeling of professionalism but also that they enjoy working together and so provide a great service

Sue

5/5

Can't thank Andrew enough for sorting out a mistake our pension company made. Whilst we were with Andrew he spoke with the pension company on our behalf.
Also he gave us good general advice giving us all the options available to us to make the most of our pensions.
We would happily recommend Berry and Oak to anyone looking for financial advice.
Sue Houston

Karen B.

5/5

I have used Andrew and the team at Berry and Oak for my investments for well over 20 years. They have always given exceptional service and deal with any queries in a professional, timely and friendly manner. Andrew's advice and guidance has always been superb and I am now in a position to enjoy my retirement knowing that I'm in a financially comfortable position. I would strongly recommend them.

Andy C.

5/5

We chose Berry and Oak as our finacial advisors after careful consideration and numerous discussions with Andrew and the team over a 12 month period. We have always found them to be excellent to deal with - responsive and diligent in answering any queries, and particularly good at demystifying the often complex subject of pensions, tax etc. No jargon and a common sense approach to financial planning which is just what we were looking for.

The most important thing for us is that we trust their expertise and their desire to do the very best for their clients. It’s nice to feel that Andrew and the team ‘have our backs’ and it allows us to get on with the serious business of enjoying retirement.

Matt M.

5/5

We've been clients of Berry and Oak for over a year now, and we're super impressed by Andrew, Sarah and the team.

They've helped us with investments, pension planning, purchasing a house, home improvement loans and setting up savings for the kids. Their advice has been outstanding and is already making a significant difference to our finances.

The team are very knowledgeable, but the real difference (compared to other, more pushy, financial advisors!) is that they are never judgemental, totally unbiased and importantly they understand the reality of having to balance balancing investing with spending and with helping the family. This is very refreshing, because many advisors have a 'invest at all costs' mentality. We've found real peace of mind financially since we became their client.

They make things easy to understand and their client portal is really simple to use. I strongly recommend them!

Pamela C.

5/5

Andrew and Sarah have looked after us for a number of years, during which time we and our finances have been fantastically well looked after. I feel confident and reassured that our money is working well for us. They are patient , explain things in detail and enable me to feel our affairs are sorted. The whole team are professional and friendly. I would recommend them unreservedly.