Berry & Oak

Berry & Oak is a multi‑award‑winning, independent firm of Chartered Financial Planners providing clear, personalised financial planning for individuals and families, with a strong focus on retirement income, wealth protection, and intergenerational planning. The firm advises on pensions, investments, annuities, later‑life care, and using property to supplement income, and holds leading credentials including CII Chartered status, CISI Accredited Firm recognition, a SOLLA‑accredited adviser, and SIFA Professional listing.