Berry&Oak
@BerryandOak
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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
At Berry & Oak, we believe in empowering you to take control of your financial future. #FinancialFreedom #WealthPlanning #Finances #FinancialGoals #Planning
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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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Here at Berry & Oak, we can help you focus on what truly matters. #Dreams #Goals #Focus #FinancialPlanning #MakeDreamsReality
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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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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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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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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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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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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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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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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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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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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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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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Your legacy transcends generations. It's important to secure their tomorrow, today. #Legacy #FinancialPlanning #Inheritance #Wills
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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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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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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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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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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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