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

Berry & Oak, Chartered Financial Planners in Boston Spa, win multipule awards in 2019
2019 has started off with fantastic award success for Berry & Oak, with us having won 3 awards and being highly commended in 1 other all within the first 2 months of 2019.

When it comes to your money, you want someone who knows what they’re doing. So it’s good to know that we’re all professionally qualified, have many years’ experience and work to the highest professional standards.

2019 has started off with fantastic award success for Berry & Oak, with us having won 3 awards and being highly commended in 1 other all within the first 2 months of 2019.

Below is a brief summary of our awards as we thought you might like to know this so that you too can feel proud to be working with a fantastic team and so that you have confidence in recommending us to family, friends and colleagues who may be in need of our help and guidance.

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. We are very pleased to have been recognised in this way.

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” We are delighted to win this award, that recognises the development and support we give our team members, whilst involving them in the running and growing of our business. We were also a finalist in 2 other categories; Best Adviser Team and also Best Client Engagement.

Summary In order to win these awards, we have to work on complex, but real client case studies and provide comprehensive solutions and guidance. We deliberately invest time and effort to apply for these awards, so that we can demonstrate our knowledge, and planning expertise externally and reassure clients and our professional circle, that they are dealing with the best team.

For more details about us and the work that we do please visit our website www.berryandoak.com

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