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

AI can help with a growing number of everyday tasks, but writing your will is one area where convenience could come at a...
15/10/2026

AI can help with a growing number of everyday tasks, but writing your will is one area where convenience could come at a significant cost.

A will is a legal document, and even a small error, ambiguous phrase or overlooked requirement could create problems for the people you intended to protect. An AI-generated will may also fail to take account of your individual circumstances, wider estate planning or how your wishes interact with trusts, tax planning and other legal arrangements.

There is also the potential for disputes. More than 1,200 disputed will cases reached the High Court in 2025, an increase of 13% on the previous year.

Our latest blog looks at some of the risks of using AI to write your will, and why professional legal advice can be so important when making decisions that will ultimately affect the people you care about.

The blog can be found in the first comment.

Helping your children doesn’t always stop when they become adults.From contributing towards a house deposit or helping w...
14/10/2026

Helping your children doesn’t always stop when they become adults.

From contributing towards a house deposit or helping with monthly bills, to providing regular financial support, many parents and grandparents want to give their family a helping hand.

But an important question is often overlooked - What impact could that support have on your own financial future?

Including family support within your financial plan can help you explore questions such as:
• How much can I comfortably afford to give?
• Would a lump sum or regular support work better?
• Could gifting affect my long-term financial security?
• Are there tax considerations I should be aware of?
• Does providing support now mean I should review my will?

Helping the people you love can be incredibly rewarding, but it’s important to understand how those decisions fit into the bigger picture.

Our latest article explores why supporting adult children should form part of your wider financial plan.
Read the full article to find out more. https://berryandoak.com/are-you-supporting-adult-children-heres-why-it-should-be-part-of-your-financial-plan/

🍰 The 2026 Berry & Oak Bake Off is underway! Things have taken a sweeter turn in the Berry & Oak office as our 2026 Bak...
12/10/2026

🍰 The 2026 Berry & Oak Bake Off is underway! Things have taken a sweeter turn in the Berry & Oak office as our 2026 Bake Off officially gets started.

Sameea was first to step up to the challenge, setting the bar impressively high with a classic Victoria sponge and there were certainly no complaints from the judging panel!

There’s plenty more friendly competition to come over the next few weeks and, fortunately, no shortage of willing volunteers when it comes to the all-important tasting.

We’re looking forward to seeing what our next bakers bring to the table! 🍰

Budget speculation has a habit of generating dramatic headlines but speculation is not the same as policy.With the Autum...
08/10/2026

Budget speculation has a habit of generating dramatic headlines but speculation is not the same as policy.

With the Autumn Budget due on 28 October, there is likely to be plenty of commentary about possible changes to tax, pensions, allowances and investments. Reacting too quickly to those headlines could mean making financial decisions based on changes that never actually happen.

Your own circumstances matter too. Even when a change is eventually announced, it may not affect you in the way a headline suggests, and there is often time to understand the detail before deciding whether your financial plan needs to change.

Our latest blog shares six practical ways to avoid headline-driven decisions in the run-up to the Budget and keep your focus on your longer-term financial plans.

The blog can be found in the first comment.

08/10/2026

Today’s the day! 🏆 We’re incredibly proud that Berry & Oak is a finalist for the CISI Accredited Financial Planning Firm™ of the Year Award 2026.

The winner will be announced this evening at the Financial Planning Awards during the CISI Financial Planning Conference 2026.

We’d also like to wish the very best of luck to everyone who has been shortlisted across this year’s awards. These are prestigious awards for the financial planning profession, and we know just how much hard work, dedication and commitment goes into reaching this stage.

Whatever the result, it’s a fantastic opportunity to celebrate the individuals and firms who are working hard to make a positive difference within financial planning.

Good luck to all the finalists, and best wishes for a brilliant evening! 🥂

🌍💰 World Financial Planning Day - Your financial plan should start with your life. Not your money.What do you want the n...
07/10/2026

🌍💰 World Financial Planning Day - Your financial plan should start with your life. Not your money.

What do you want the next 5, 10, or 20 years to look like? Financial planning isn’t simply about pensions, investments, and spreadsheets. It’s about understanding what you truly desire from life and creating a roadmap to help you achieve those dreams.

✨ Live your today. Plan your tomorrow. ✨

Make choices that reflect your values and aspirations. Whether it's traveling the world, buying a home, or starting a business, your financial decisions should align with your personal goals.

Remember, financial success is not just about accumulating wealth; it’s about building a life you love.

🎵 Are your finances feeling a little Under Pressure? As your income increases, it’s worth understanding how this could a...
05/10/2026

🎵 Are your finances feeling a little Under Pressure? As your income increases, it’s worth understanding how this could affect the amount of tax you pay.

And remember it isn’t necessarily just your salary that matters. Savings interest outside an ISA, dividends, certain pension withdrawals and rental income could all form part of the wider picture.

This is why tax planning shouldn’t be considered in isolation. Looking across your income, pensions, savings and investments can help you understand where you stand and make informed financial decisions.

Our latest guide takes inspiration from Queen to explore five surprisingly useful financial planning lessons.

Read the full guide to discover more - link in the first comment.

Are your goals really yours or are they simply the ones you feel you should be working towards?Retirement at a certain a...
01/10/2026

Are your goals really yours or are they simply the ones you feel you should be working towards?

Retirement at a certain age. A bigger house. More travel. Helping the children. These can all be worthwhile goals, but meaningful financial planning starts by asking a more personal question: what do you actually want your life to look like?

A financial plan can help turn those ideas into something more tangible. It can help you define what matters, understand what may be financially possible and explore different scenarios before making significant decisions. And importantly, it can change as your priorities change too.

Our latest blog explores how to step away from other people’s expectations and set goals that genuinely reflect the life you want to lead.

The blog can be found in the first comment.

We’re delighted to share that Berry & Oak has been awarded CISI Chartered Firm™ status.This recognition reflects the pro...
30/09/2026

We’re delighted to share that Berry & Oak has been awarded CISI Chartered Firm™ status.

This recognition reflects the professional standards we work to uphold across the whole firm. To achieve it, we had to meet criteria covering the Chartered status and CISI membership of our team, ongoing qualifications and professional development, and business practices aligned with the CISI Code of Conduct.

We’re proud of the team for the work and commitment behind this achievement. For our clients, it is another reflection of the care we put into our advice and the standards we set for ourselves.

Are the goals you are working towards genuinely yours?It is easy to find ourselves following a familiar path because it ...
28/09/2026

Are the goals you are working towards genuinely yours?

It is easy to find ourselves following a familiar path because it is what we have always expected to do, or what everyone around us seems to be doing. But retirement, travel, supporting family, changing career or even deciding how much is enough are deeply personal choices.

If nobody else had an opinion, would your plans for the next five or ten years look exactly the same?

A good financial plan should not tell you what your goals ought to be. It should help you understand what matters to you and whether your money can help make it possible.

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

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