Berry & Oak - Wetherby

Introduction to Berry & Oak

Berry & Oak, located at 214 High St, Boston Spa, Wetherby LS23 6AD, stands out as a premier financial planning service in the area. With an accessible phone number 01937223055 and an impressive online presence through berryandoak.com, this company offers a wealth of financial expertise to its clients.

Location and Accessibility

Situated in the heart of Boston Spa, Berry & Oak is easily reachable and boasts a plethora of facilities to ensure a comfortable visit. The business is wheelchair-accessible, complete with a car park and wheelchair-accessible toilet, making it convenient for everyone, including those with mobility challenges. They also offer free street parking and a free parking lot, ensuring that visitors won't face any inconvenience regarding parking. For those arriving by vehicle, the on-site parking is a significant plus.

Services and Specialties

Berry & Oak prides itself on its financial planning services. Under the expert guidance of Andrew and his team, clients can look forward to well-informed investment decisions backed by extensive knowledge and experience. The business caters to a variety of financial needs, but it's especially renowned for its specialized approach to financial planning.

Online and In-person Services

In today's digital age, Berry & Oak understands the importance of convenience. They offer online appointments for those who prefer the flexibility of scheduling meetings from the comfort of their home or office. However, they don't compromise on personal service, also providing on-site services ensuring face-to-face interactions remain a cornerstone of their approach.

Customer Reviews and Opinions

The company's dedication to excellence is evident from the 90 reviews on Google My Business, where customers consistently rate their experience highly. An average opinion of 5/5 speaks volumes about the satisfaction level of their clients. Many reviewers commend Andrew and his team for their supportive nature and approachability, highlighting the trust and confidence clients feel in their financial planning advice.

Recommendation for Potential Clients

For anyone seeking professional financial guidance, Berry & Oak presents an outstanding option. Their commitment to providing high-quality, tailored financial planning services, coupled with their accessible location and inclusive facilities, makes them a standout choice.

To take the first step towards securing your financial future, we highly recommend visiting their website berryandoak.com to learn more about their services or to schedule an appointment. Whether you're looking to plan for retirement, manage investments, or seek advice on budgeting, Berry & Oak is equipped to guide you through your financial journey with expertise and care. Don't miss out on their free parking and convenient online booking options – your financial stability deserves the best preparation, and Berry & Oak is ready to assist you.

👍 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

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.

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

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.

Kath T.

5/5

I don’t know how we would have managed without Andrew’s wisdom and advice over the years.On our behalf he has invested effectively and very successfully to the point that we are in a financially comfortable position we could only have dreamt of. Andrew,Sarah and the team clearly work well together. Excellent communication, prompt responses to any query ; a highly professional service delivered in a warm friendly manner.
We now enjoy a financially stress free retirement with the family well cared for ,whilst having resources to go out and enjoy life !
We would strongly recommend them without any hesitation.

Phil O.

5/5

Our meetings with Andrew and the team have all been relaxed with limited jargon and no hard sell. We are looking to retire next year and needed the usual question answered, do we have enough money? A comprehensive report was produced together with what the next steps should be. We have now agreed to go forward with B&O to invest our pension to enable us to retire without the stress of worrying. Thank you for guiding us and we look forward to working with you for many years.
Phil& Maxine