Berry & Oak, Chartered Financial Planners in Boston Spa win multiple awards in 2019

2019 has started off with fantastic award success for Berry & Oak, the Chartered Financial Planners in Boston Spa, having won three awards and being highly commended in one other, all within the first two months of 2019.

The first two awards recognise the top financial planning firms across the UK; the New Model Adviser “Firm of the North” award 2019 and Professional Adviser – “Financial Adviser Firm of the year – North East” 2019. They were also delighted to win the Yorkshire Financial Awards 2019 – “Best Employer”.

New Model Adviser – “Firm of the North” Award 2019 – The awards recognise the top financial planning firms across the UK and are based on a number of factors such as the level of staff qualifications, having a well thought out investment proposition, a carefully segmented client base, good use of technology, as well as investing in the next generation of new talent in the financial services profession.

Professional Adviser – “Financial Adviser Firm of the year – North East” 2019 – This award was judged and voted on by an independent panel of industry experts, made up of financial advisers, business consultants, fund researchers, platform specialists and other financial services sector experts. This allowed them to look at the facts when compared with competitors and provide a non-biased assessment.

Yorkshire Financial Awards 2019 – “Best Employer” – Berry & Oak are delighted to win this award, that recognises the development and support it gives its team members, whilst involving them in the running and growing the business. The company was also a finalist in two other categories; Best Adviser Team and also Best Client Engagement.

In order to win these awards,  Berry & Oak has to work on complex, but real client case studies and provide comprehensive solutions and guidance.  Berry & Oak deliberately invests time and effort to apply for these awards, so that it can demonstrate its knowledge, and planning expertise externally and reassure clients and professional circle, that they are dealing with the best team.

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