Berry & Oak - Wetherby

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

Berry & Oak: A Comprehensive Guide

Berry & Oak, located at 214 High St, Boston Spa, Wetherby LS23 6AD, United Kingdom, is a reputable financial planning company that has been providing top-notch services to its clients for several years. Established with a vision to offer well-informed and experienced financial advice, Berry & Oak has garnered a 5/5 average rating on Google My Business, based on 91 reviews.

Specialties and Services

Financial Planner - Berry & Oak specializes in offering expert financial planning services to clients seeking guidance in investment decisions and overall financial management.

Other Points of Interest

Online Appointments - The company offers the convenience of scheduling appointments online, making it easier for clients to access their services.
Onsite Services - Berry & Oak provides personalized attention to clients through onsite services, ensuring that each client receives tailored advice and support.
Wheelchair Accessible Parking Lot and Restroom - The company's commitment to accessibility is evident in their provision of a wheelchair accessible parking lot and restroom, ensuring that all clients can easily access their services.
Free Parking Lot and Street Parking - Berry & Oak offers free on-site parking and street parking, making it convenient for clients to visit their office.
Appointment Required - While the company offers online appointments, it is advisable to schedule an appointment in advance to ensure a smooth and efficient experience.

Testimonials and Reviews

The company's dedication to excellence is evident in the glowing testimonials from satisfied clients. For instance, Andrew and the Berry and Oak team have been praised for providing an excellent financial planning service, with clients feeling secure in the knowledge that their investment decisions are well-informed and based on the best knowledge and experience. Clients also appreciate Andrew's supportive and approachable nature, further highlighting the company's commitment to exceptional customer service.

Website and Contact Information

For more information about Berry & Oak and their services, visit their website at berryandoak.com. You can also reach them by phone at 1937223055.

Final Recommendation

If you are in search of a reliable and experienced financial planner, Berry & Oak is a top choice. With their commitment to providing well-informed advice, personalized service, and accessibility, they have earned a well-deserved 5/5 rating from their clients. To learn more about their services and how they can assist you in achieving your financial goals, visit their website or contact them directly.

👍 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.