Berry & Oak

16/06/2026

Behind every great financial planning firm is a great Client Service Administrator.

It's a role that goes far beyond paperwork and processes. It's about being there for clients as they navigate some of life's biggest moments such as planning for retirement, coping with bereavement, supporting family, or building a secure future.

As part of a Chartered firm, you'll play an important role in maintaining the high standards of care and professionalism our clients expect, while supporting our planners to do what they do best: helping to change people's lives for the better.

If you take pride in exceptional service, enjoy building relationships, and want your work to make a genuine difference, we'd love to hear from you.

We're currently looking for someone exceptional to join our team.

The full details can be found in the first comment.

15/06/2026

Understanding Inheritance Tax isn't just about the size of your estate – it's also about knowing how different allowances work together.

One important allowance can be affected by the overall value of your estate, which means careful planning could make a significant difference for the people you leave behind.

In our latest blog, we explain how the value of your estate can affect a key Inheritance Tax allowance and why reviewing your plans regularly is so important.

The blog can be found in the first comment.

15/06/2026

A huge thank you to everyone who joined us at The Motorist for our "Summer Investment and Estate Planning" Event.

Earlier this month we welcomed clients, professional connections and guests to our event for an afternoon of insight, discussion and practical ideas.

A few key themes emerged throughout the day:

📈 Maintaining a long-term investment perspective - Shane Balkham from YOU Asset Management highlighted the importance of remaining focused on long-term objectives, even during periods of market uncertainty.

🏡 The growing importance of estate planning - Anna Brooksbank from Blackfinch Group discussed the continued rise in Inheritance Tax receipts and the opportunities available through proactive planning.

💪 Investing in yourself - Lauren Malone from Wetherby Chiropractic shared practical ways we can improve our long-term health through movement, sleep, mobility and workplace habits.

We also enjoyed valuable contributions from Louis Jarvis, Sarah Elson and Andrew Elson - 👉 Helping you maximise retirement 👈 helping create an engaging and informative afternoon.

Thank you to everyone who attended and contributed to the discussions.

We look forward to seeing you at future events.

12/06/2026

The start of a new tax year is more than a date in the diary – it’s an opportunity to make the most of the allowances and exemptions available to you. 📅

Many tax-efficient opportunities can be lost if they’re not used in time, which is why planning ahead can be so valuable.

In our latest blog, we look at why it pays to think about your 2026/27 allowances now and how early planning could help you make more informed financial decisions.

A little preparation today could help create more flexibility for tomorrow.

The blog can be found in the first comment.

11/06/2026

Looking for more than just another administration role? At Berry & Oak, our Client Service Administrators are at the heart of the client journey, helping clients achieve their life goals while supporting our financial planners to deliver exceptional advice.

We're an award-winning Chartered Financial Planning firm based near Wetherby, offering:

✔ £27,000–£32,000 salary
✔ Bonus scheme
✔ 27 days holiday + birthday off
✔ Private healthcare
✔ Study support and career progression
✔ Friendly, supportive team culture

If you're an experienced Financial Services Administrator looking for your next challenge, we'd love to hear from you.

Link in comments.

08/06/2026

Peter & Maureen approached us to help them reduce their Inheritance Tax bill and the administration from their existing investments. Through careful planning, including gifting to children, we reduced their Inheritance Tax bill, meaning they could see the children use it now, rather than wait many years. Listen to their story here - https://youtu.be/MWHxcIY9ozg?si=IytF4TRFIiulWUeu

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Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

08/06/2026

Did you know that every year, 50% of small businesses face a cyber incident?

To help tackle this, the National Cyber Security Centre has introduced the Cyber Action Toolkit, providing practical cyber advice to encourage small businesses to take proactive steps to protect themselves.

We’re proud to have maintained our Cyber Essentials certification for the past four years, helping to protect both our clients’ data and our own. Are you registered - https://cybertoolkit.service.ncsc.gov.uk/

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