Berry & Oak

Berry & Oak Multi-Award winning Chartered Financial Planners providing bespoke financial planning advice

Selling your business may feel like the finish line. In reality, it can be the beginning of an entirely new chapter.For ...
03/09/2026

Selling your business may feel like the finish line. In reality, it can be the beginning of an entirely new chapter.

For many business owners, years of energy, ambition and financial planning have been tied closely to the business. So when the time comes to step away, there is a much bigger question to consider - What do you want life to look like afterwards?

Understanding how much is ‘enough’, how your financial needs may change and what you want your wealth to enable can all play an important part in planning a successful exit.

And it isn’t only about the numbers. Leaving a business can also mean redefining your sense of purpose, how you spend your time and even what success means to you.

Our latest blog looks beyond the sale itself and explores why planning for the life that follows should be part of your exit strategy.

The blog can be found in the first comment.

A little update to our Friday opening hours. From 1st September, the Berry & Oak offices will be closing at 4:00pm on F...
02/09/2026

A little update to our Friday opening hours. From 1st September, the Berry & Oak offices will be closing at 4:00pm on Fridays, giving our team a slightly earlier start to the weekend.

Already have a confirmed Friday appointment after 4pm? Don’t worry your existing appointment will still go ahead exactly as planned.

All other opening hours remain unchanged.

The Berry & Oak Team

When people budget for education, they often focus on the headline costs. In reality, there can be many additional expe...
31/08/2026

When people budget for education, they often focus on the headline costs. In reality, there can be many additional expenses along the way:
📚 School trips
💻 Laptops and technology
🎻 Music lessons
⚽ Sports clubs and equipment
👕 Uniforms
🚗 Travel

While each expense may seem manageable on its own, together they can make a significant difference over the years. Planning ahead isn't just about preparing for university - it's about recognising the many milestones that come before it.

What school expense caught you off guard as a parent?

The August Bank Holiday often feels like the turning point between summer and autumn. Before life gets busy again, why ...
31/08/2026

The August Bank Holiday often feels like the turning point between summer and autumn. Before life gets busy again, why not spend half an hour reviewing your finances?

Ask yourself:
✔ Am I still on track with my goals?
✔ Have my priorities changed this year?
✔ Is my protection still suitable?
✔ Do I have a clear plan for the months ahead?

Small reviews today can prevent bigger worries tomorrow.

Need help reviewing your financial plan? Get in touch; we’re here to help.

One of the biggest advantages parents have isn't necessarily a higher income - it's time.Regular saving allows you to sp...
27/08/2026

One of the biggest advantages parents have isn't necessarily a higher income - it's time.

Regular saving allows you to spread the cost of future education instead of facing large bills all at once.

For example:
• Saving £100 per month for 18 years could build £21,600
• Saving £250 per month could build £54,000
• Saving £500 per month could build £108,000

These figures don't even include any interest or potential investment growth.

Starting early also gives you the flexibility to adapt if your child's plans change, whether that's university, an apprenticeship or another career path. If you're thinking about saving for a child's future, starting sooner even with smaller amounts can make planning more manageable.

When people think about saving for their children's future, university is often the first thing that comes to mind. But...
26/08/2026

When people think about saving for their children's future, university is often the first thing that comes to mind. But education costs can start much earlier.

From school uniforms and laptops to music lessons, sports clubs, tutoring and school trips, these expenses can build up over the years. And if private education is part of your plans, fees have continued to rise, making early planning even more valuable.

The earlier you start preparing, the more flexibility you'll have when those milestones arrive.

What education expense surprised you most as a parent? Share your experience in the comments.

This month we’ve celebrated exam results, university journeys, family milestones and the generations that shape our live...
24/08/2026

This month we’ve celebrated exam results, university journeys, family milestones and the generations that shape our lives. Every one of these moments reminds us that financial planning isn’t about predicting the future.

It’s about being prepared for whatever life brings.

Whether you’re supporting children as they become independent, planning your own future or helping older relatives enjoy retirement with confidence, having a plan in place can make all the difference.

Because every chapter deserves the confidence that comes from being prepared.

If you’re ready to review your financial plans before autumn begins, we’d love to help.

Today is World Senior Citizens Day. It’s a chance to celebrate the wisdom, experience and love that older generations br...
21/08/2026

Today is World Senior Citizens Day. It’s a chance to celebrate the wisdom, experience and love that older generations bring to our families and communities.

It’s also a reminder that planning ahead can help protect independence and provide peace of mind. Whether it’s reviewing retirement income, discussing estate planning or putting arrangements in place for the future, these conversations are never just about finances.

They’re about protecting the people we care about most.
Planning today can make tomorrow simpler for everyone.

If you’d like to discuss later-life financial planning, we’d be happy to arrange a conversation.

One of the biggest misconceptions we hear is that financial advice is only something to think about later in life. In r...
21/08/2026

One of the biggest misconceptions we hear is that financial advice is only something to think about later in life. In reality, people seek advice during many important milestones:
🏠Buying a home.
👨‍👩‍👧‍👦 Starting a family.
🎓 Sending children to university.
🏢 Growing a business.
💰Receiving an inheritance.
👴Planning retirement.

Financial planning isn’t about age. It’s about preparing for life’s next chapter; whatever that looks like.

Thinking ahead? We’d be happy to help you plan with confidence.

Good luck to everyone receiving their GCSE results today! Some students will continue into sixth form. Others will choos...
20/08/2026

Good luck to everyone receiving their GCSE results today! Some students will continue into sixth form. Others will choose college, apprenticeships or employment. Each journey is different - and every one deserves celebrating.

Whatever comes next, this is also a great opportunity to begin building positive financial habits.
✅ Saving regularly.
✅ Understanding payslips.
✅ Learning to budget.
✅ Planning for future goals.

These are skills that last a lifetime.

Congratulations to every student taking their next step today.

Every future starts somewhere. If your family is preparing for a new chapter, we’d love to support you.

Address

Boston House 214 High Street
Boston Spa
LS236AD

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441937223055

Website

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