Chartered Financial Planners for family and for life

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1 Chartered Financial Planners for family and for life

2 Why Berry & Oak? It s not every day you find the perfect partnership, but when you do, life is good! At Berry & Oak we have one clear aim - to help our clients do all the things they want to do in life. Our independent personal financial planning service helps you make informed decisions with complete peace of mind. Our clients choose Berry & Oak because we build a close, long term partnership rather than just offer a quick fix. Many people struggle to find the balance between living their dreams and Our promise to you Helping you get where you want to be At Berry & Oak, we believe there is always a 'what next' and that together we can achieve the lifestyle you want for you and your family. We want to ensure that you have the confidence, clarity and capability to maximise your life and we will be there with you, every step of the way, to keep you on track. Below are the four promises that we make to our clients. ensuring they have the potential to fulfil them. Finding this balance, is at the heart of everything we do. The seeds of Berry & Oak were sown because we wanted to give our clients an exceptional, independent and bespoke service. Time is of the utmost importance. We take time to get to know you. We invest time so that we can plan your future together. We encourage you to take the time to live life to the full. Andrew was very welcoming and immediately easy to get along with. His professionalism stood out and we were quite confident that we had made the correct choice for dealing with our financial affairs. We are looking forward to a long and rewarding relationship. Client - North Yorkshire 2 Advice delivered with care - especially for you Inspire you to identify your goals and aspirations to shape a more exciting future. Support you to create a professional plan that gives the results that you want. Give you the confidence and ability to pursue your dreams in the time that you have. Provide a lasting relationship that will provide regular support to see you through. W: berryandoak.com 3

3 We really feel part of a family. This is due to the care and consideration you have shown to us over the years. You show a concern not only to our financial needs, but also taking into account the history of our family, and where the future for them may be! This is what makes you as a partnership very, very special to us. Dr & Mrs K Peacock - Grimsby How we do it We have a proven six step financial planning process that is designed to build and deliver the best outcome for you and your family over the long term. 1 6 Keeping on track Your dedicated team will track your progress and be as involved as you d like us to be in the management of your plan throughout your lifetime. What we do A service where you ll feel like part of the family We build partnerships with our clients that grow stronger as the years go by, throughout each stage in life. We re totally committed to helping you and your family live the life you want, whilst freeing you from worries about what the future might hold. We do that through expert financial advice, intelligent planning and a willingness to always go that extra mile. No two people are the same so we do not believe in 'typical clients' or 'off-thepeg' solutions. Every client is unique with their own values, aspirations and goals - and that s what we focus on. Your life. The advice and service you receive therefore needs to be unique, so we build a team and approach that is bespoke to you. 4 Advice delivered with care - especially for you It's when we come together as a team that the magic really happens 5 Putting the plan into action We will take care of everything for you and effectively put your personalised plan into action with the primary goal of ensuring you have the capability to fulfill your dreams. Getting to know each other We ll spend time getting to know you, and you us, at no cost to you. What questions are on your list? What are your goals and aspirations and why? Together we will achieve the clarity of where you are on your financial planning journey and the route you want to take. Our journey together 4 Your bespoke plan We ll create your personal financial plan to help you achieve your aspirations and goals. We make specific and realistic recommendations to address both the short and long term giving you peace of mind. W: berryandoak.com 2 Information capture We'll invest more time with you and delve even deeper. We ll gather all the information we need to gain a detailed understanding of your current assets and liabilities. 3 Comprehensive investigation We ll analyse your financial situation to identify the possibilities and opportunities. This complex analysis will help identify where current arrangements can be made more effective or where new initiatives need to be put in place. 55

4 About you If it s important to you, it s important to us Why work with us? The Berry & Oak Approach At Berry & Oak, we believe you can achieve the lifestyle you want for you and your family. It just takes a bit of planning, some intelligent and innovative thinking - and a financial partner who really understands your needs and aspirations. We know that men and women see things differently, so we like to have a male and female at every client meeting, wherever possible. We think this really helps to get a balanced view of every client s situation, letting us offer 360 advice that really resonates. This is why it is important for us to spend time getting to know you, explain our thoughts in clear English and be there to support you every step of the way. Having two people at each meeting also makes it much easier to drill down into the detail and keep a clear record of what has been discussed and decided. Then we ll feedback a list of agreed actions to you, so we all know who is doing what and by when. Are these questions that you ask yourself When it comes to your money you want someone who knows what they re When will I be able to retire? Will my current retirement savings be sufficient? doing. So it s good to know that we re all professionally qualified, have many years experience and work to the highest professional standards. Can I afford to financially help my children? What is the most tax efficient way to do this? We are proud of what we have achieved, and we always aim to be the best at what we do. Our learning and development program ensures that all members If you are ready to start talking about your what next with someone that of the team achieve the highest level of qualifications. really wants to help you succeed, then please do give us a call on and we can start the process of getting to know each other. New ideas were raised and options offered which I would not have thought of. Friendly approach with great comfort in being able to raise any matters. Dr N Kitchen - Maltby At every step of the way we remind ourselves that being in control of your money and your future happiness is a very big responsibility - and one we take very seriously. Andrew & Sarah Elson Berry & Oak Directors 6 Advice delivered with care - especially for you W: berryandoak.com 7

5 You re in safe hands with Berry & Oak. CISI Accredited Financial Planning Firm TM As an Accredited Financial Planning Firm we meet the CISI s rigorous ethics, experience, competence and professional practice standards. Chartered Financial Planner Firm We have been awarded the prestigious title of Chartered Financial Planner which reflects how committed we are to developing and maintaining the knowledge and capability of our people so we can deliver the highest quality advice. Berry & Oak, Boston House 214 High St, Boston Spa, Wetherby LS23 6AD T: E: clientservice@berryandoak.com W: berryandoak.com V1.0

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