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

Berry & Oak

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

01/06/2026

Student loans are becoming an increasing concern for many families, with graduates often balancing repayments alongside rising living costs.

For parents and grandparents, it can be difficult knowing how best to help - whether that’s offering financial support now, planning ahead for younger children, or understanding the long-term impact on your own finances.

This helpful article explores practical ways families can plan ahead, support loved ones through university, and make education costs part of a wider financial plan.

Read more here - https://bit.ly/4uSdYWK

29/05/2026

Lifestyle Financial Planning is not about advising you which financial products to buy – it’s so much more than that. We’ll work closely with you using our proven six-step process. Follow the process here https://bit.ly/4fctc0J and contact us to find out more.

28/05/2026

We are looking to recruit Senior Paraplanner and an Experienced Paraplanner - could that be you?

As our business grows, we’re keen to build a team that’s driven by a desire to make a difference. We have fun, we enjoy our day together, but most of all we’re proud of what we do. It feels great to work in a highly collaborative environment where we gain encouragement and strength from each other, while striving to give greater value and service to our clients.

To find out more, follow this link to see if we're a good fit - https://bit.ly/4sIoOhq

26/05/2026

💰 Short-term goals are an important part of your financial plan 📈

It’s common to be juggling different goals with various time frames, which can be difficult to balance.

Over the next few months, you can read tips on managing short-, medium-, and long-term financial goals, and how a financial plan could help you bring them together on our blog. This month, read on to find out why short-term goals are just as important as your long-term ones, and how you might make the most of your money - https://bit.ly/4tE6cOR

25/05/2026

A hand written card is so special - especially in todays digital world - and a 'thank you' is always appreciated. This lovely card reads "Sarah and Andrew, thank you for all your help support and financial guidance during my final working months prior to retiring. I really appreciate your invaluable expertise."

We always say 'thank you' for entrusting us and working with us to ensure your financial goals are met.

22/05/2026

🐀 We’re delighted to introduce Imeldo, one of APOPO’s newest HeroRATs, and the latest addition to the Berry & Oak family of supported projects. 🐀

Trained in Tanzania and now working in Cambodia, Imeldo is already making a remarkable impact. Since beginning operations in December 2025, he has searched more than 18,000 square metres of land, helping to locate landmines and clear dangerous areas. Working as part of a specialist team in Preah Vihear Province, a region heavily affected by past conflict. Imeldo is helping make land safe again for farming, housing, and rebuilding communities.

It’s incredible work, and we’re proud to support it.

🌍🐀

21/05/2026

💰Managing your pension doesn’t stop once you retire and start to draw an income from it. In fact, your pension still needs careful attention in retirement – just as much as when you were contributing – to ensure you don’t deplete it too quickly.

Research suggests that many retirees aren’t taking professional advice and are potentially making financial decisions they’ll regret in the future.

Read our blog to find out more - https://bit.ly/4wsmmxx

19/05/2026

Financial planning isn’t about reacting to what’s just happened. It’s about looking ahead with clarity.

As we move into a new tax year, it’s a good time to step back and think longer term:

💭 Where do you want to be in 5, 10, 20 years?
💭 Are your current decisions helping you get there?

A well-structured plan helps turn those bigger questions into practical next steps - because confidence comes from knowing you’re on the right path.

If you’d like support putting that structure in place, we’d love to help - https://bit.ly/4qWov0z or download or Guide https://bit.ly/4bP4C7v

18/05/2026

Modern life is often full of constant stimuli, from notifications popping up on your phone to the noise of the TV in the background. Finding time and ways to declutter your brain could improve your wellbeing and allow you to really relax.

Being overstimulated might mean your brain rarely gets to rest, even when you’re enjoying downtime. It could harm your wellbeing if you don’t get a chance to turn off. Finding practical ways to reduce stimulation can restore a sense of calm.

Here are seven simple ways to declutter your brain - https://bit.ly/4ncgqED

15/05/2026

One of the biggest challenges with early retirement is something many people overlook: The “gap”.

The period between when you stop working and when your pension and later your State Pension becomes available. Our guide highlights the importance of planning for this gap early, including:
✔️ How long it may last
✔️ How much income you’ll need
✔️ Which assets you can draw on first

For example, pensions are typically not accessible until at least age 55 (rising to 57), meaning careful planning is essential if you want to retire sooner. With the right strategy in place, this doesn’t have to be a barrier it’s simply part of the plan.

If early retirement is something you’re considering, we’re here to help you approach it with clarity and confidence.

Read more here - https://bit.ly/4n5hNVy

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

http://www.berryandoak.com/

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