Berry & Oak Limited
aka Berry & Oak Chartered Financial Planners, Berry & Oak, Berry & Oak Limited
About
We are a multi award-winning firm of Chartered financial planners. Our purpose is to give you the support to live the life you want.
Source: berryandoak.comContact & Location
Regulatory Information
- FRN
- 787328
- Status
- Authorised
- Date Authorised
- 2 January 2018
- Years Authorised
- 8 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Acting as a CBTL arranger
- ✓Acting as a CBTL advisor
- ✓CBTL Status
- ✓CBTL Effective Date
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Providing Credit Information Services
- ✓Debt-counselling
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Making arrangements with a view to a home reversion plan
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Arranging (bringing about) a home reversion plan
- ✓Advising on regulated mortgage contracts
- ✓Advising on a home reversion plan
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 09940516
- Company Status
- Active
- Incorporation Date
- 7 January 2016
- Directors
- 2
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 64999
Team (4)
Andrew David Elson
ApprovedCertifiedSarah Eleanor Elson
ApprovedCertifiedSarah Louise Giles
ApprovedDaniel Richard Morgan
Certified
Google Reviews
104 reviews on Google
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Quick Facts
- Leeds, Yorkshire and The Humber
- 8 years FCA-authorised
- 6 registered individuals
- 5 specialisms
- 18 FCA permissions
- CH 09940516
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.