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Berry&Oak

@BerryandOak

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800
Following
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Award Winning Firm. Helping you & your family live the life you want. Clear, independent, financial planning. Advice delivered with care - especially for you.

Boston Spa - Leeds - York - UK
Joined December 2013
Don't wanna be here? Send us removal request.
@BerryandOak
Berry&Oak
9 months
At Berry & Oak, we believe in empowering you to take control of your financial future. #FinancialFreedom #WealthPlanning #Finances #FinancialGoals #Planning
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@BerryandOak
Berry&Oak
9 months
One of our 6 key values - Respect 🌱 We treat others as we would hope to be treated ourselves. We show respect for our clients and colleagues, and listen to others’ opinions. #Values #Respect #IFA #FinancialAdvisor #Chartered
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@BerryandOak
Berry&Oak
10 months
Here at Berry & Oak, we can help you focus on what truly matters. #Dreams #Goals #Focus #FinancialPlanning #MakeDreamsReality
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@BerryandOak
Berry&Oak
10 months
Thank you so much for taking the time to leave us a glowing Google review! Working with our clients for a number of years shows a demonstration of their trust in us. We truly appreciate your kind words and continued support. #GoogleReview #ClientTestimonial #ThankYou
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@BerryandOak
Berry&Oak
10 months
Your financial goals are important and we want to work with you to ensure they are met as best as we can. We stay with our clients on a long term basis and walk alongside you as your life changes and grows. #WealthManagement #FinancialAdvice #AwardWinning #ClientFeedback
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@BerryandOak
Berry&Oak
10 months
One of our 6 key values - Enthusiasm 🌱 We believe we work in the best company on the planet! We can’t help but spread our enthusiasm about our brand to all those we interact with. #Values #Care #CoreValues #Commitment #Success #Value
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@BerryandOak
Berry&Oak
11 months
One of our 6 key values - Respect 🌱 We treat others as we would hope to be treated ourselves. We show respect for our clients and colleagues, and listen to others’ opinions. #Values #Respect #IFA #FinancialAdvisor #Chartered
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@BerryandOak
Berry&Oak
11 months
Prioritising savings ensures financial security, growth, and peace of mind. A strong plan helps you build wealth while still enjoying life. #SmartSaving #FinancialPlanning #WealthManagement
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@BerryandOak
Berry&Oak
11 months
Your financial goals are important and we want to work with you to ensure they are met as best as we can. We stay with our clients on a long term basis and walk alongside you as your life changes and grows. #WealthManagement #FinancialAdvice #AwardWinning #ClientFeedback
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@BerryandOak
Berry&Oak
11 months
Your financial goals are important and we want to work with you to ensure they are met as best as we can. We stay with our clients on a long term basis and walk alongside you as your life changes and grows. #WealthManagement #FinancialAdvice #AwardWinning #ClientFeedback
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@BerryandOak
Berry&Oak
1 year
One of our 6 key values - Respect 🌱 We treat others as we would hope to be treated ourselves. We show respect for our clients and colleagues, and listen to others’ opinions. #Values #Respect #IFA #FinancialAdvisor #Chartered
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@BerryandOak
Berry&Oak
1 year
One of our 6 key values - Enthusiasm 🌱 We believe we work in the best company on the planet! We can’t help but spread our enthusiasm about our brand to all those we interact with. #Values #Care #CoreValues #Commitment #Success #Value
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@BerryandOak
Berry&Oak
1 year
Dare to dream, dare to achieve. Here at Berry & Oak, we can assist in turning those dreams into reality. Let us help you navigate the path to financial freedom and make your aspirations a beautiful reality. #DareToDream #Dreams #PlanningAhead #FinancialFreedom #FuturePlanning
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@BerryandOak
Berry&Oak
1 year
One of our 6 key values - Care 🌱 Our team are made of individual gems who genuinely care. They work together, help each other and make the office a fun place to work. #Values #Care #CoreValues #Commitment #Success
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@BerryandOak
Berry&Oak
1 year
Your legacy transcends generations. It's important to secure their tomorrow, today. #Legacy #FinancialPlanning #Inheritance #Wills
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@BerryandOak
Berry&Oak
1 year
One of our 6 key values - Respect 🌱 We treat others as we would hope to be treated ourselves. We show respect for our clients and colleagues, and listen to others’ opinions. #Values #Respect #IFA #FinancialAdvisor #Chartered
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@BerryandOak
Berry&Oak
1 year
Financial Planning = Your Life Goals 💡 A bespoke plan creates a roadmap to align your money with your aspirations—saving for a home 🏡, retiring comfortably 🕰️, or securing your family’s future. 📖 Learn more in our blog - https://t.co/9arw9aQTjN #FinancialPlanning #FPWUK
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@BerryandOak
Berry&Oak
1 year
Is your retirement plan on track? 🕰️ Are you saving enough? Reviewed your pension lately? Can you optimise tax efficiency? 📖 Read our blog for tips - https://t.co/XeNfZ28k6X #RetirementPlanning #FinancialPlanningWeek
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@BerryandOak
Berry&Oak
1 year
Quick Tip on Budgeting 💡 A solid budget = financial success! Track income/expenses, adjust, and start small for big wins. 📥 Download our free budgeting spreadsheet: https://t.co/XX0YTsb3TT #FinancialPlanning #BudgetingTips #MoneyGoals #SmartSpending
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@BerryandOak
Berry&Oak
1 year
Top Tip Tuesday 💡 Start with your goals! 🏡 Whether it’s buying a home, retiring, or building a safety net, clear goals are key to a solid plan. 📧 Book your FREE 1-hour consultation: clientservice@berryandoak.com #FinancialPlanningWeek #TopTipTuesday
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