0113 238 5321
Based in Wetherby
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: March, 2021
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Andrew and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 27 March 2025
Andrew and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
20
Recent Client Reviews
Andrew has received 20 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Andrew has received 20 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 15 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
15
Qualifications Uploaded
Andrew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
15 qualification certificates available to view
Andrew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Andrew has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Andrew has provided information on their typical fees
Andrew has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
17
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Andrew (based on 17 first impressions)
100% of users who are not yet clients had a positive first experience with Andrew
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Andrew (based on 17 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Andrew and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 27 March 2025
Andrew and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
20
Recent Client Reviews
Andrew has received 20 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Andrew has received 20 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 15 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
15
Qualifications Uploaded
Andrew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
15 qualification certificates available to view
Andrew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Andrew has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Andrew has provided information on their typical fees
Andrew has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
17
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Andrew (based on 17 first impressions)
100% of users who are not yet clients had a positive first experience with Andrew
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Andrew (based on 17 first impressions)
We are a multi award-winning financial planning firm, holding the prestigious titles of Chartered Financial Planning Firm and also an Accredited Financial Planning Firm. We are a small but highly qualified team providing full financial planning that is independent and an excellent level of service to our high net worth clients. We have a clear focus on doing the right thing for our clients, in the right way. This has led to his receiving a number of awards and accolades such as the “CISI Accredited Financial Planning Firm of the Year 2022 & 2019”, the “Professional Adviser Firm of the Year 2020 and 2024" and also the “Yorkshire Financial Awards Employer of the Year 2019”. We have also been awarded the “New Model Adviser firm of the North” for 2019, 2020, 2021, 2022, 2023, 2024 & 2025 as well as the “Professional Adviser Firm of the year-North-East” for 2019, 2020 2024 and the “Professional Adviser Tax Efficient Adviser of the year” for 2021. The awards and accolades we have achieved are a testament to the quality of the work and service provided by our team to our clients and shows we are committed to being the best financial planning firm that we can be. Financial planning should be about an ongoing relationship and not a one off event. I help clients understand their finances by using plain English, not jargon, whilst providing peace of mind about their financial decisions. I provide a high level of ongoing service answering questions as they occur and providing regular updates and reviews as necessary. I have more than 25 years experience as a financial planner and I am one of a small number of Financial Planners who is both a Chartered Financial Planner and holder of a Certified Financial Planner licence. I have also attained a fellowship with the Personal Finance Society (PFS)*. I was awarded the Yorkshire Financial Awards "Financial Adviser of the Year" in 2022, 2023 & 2024. I work with our clients advising them across all aspects of financial planning – be it personal or business related, and I have strong links with other professionals which allows me to enhance the support I give my clients through complimentary services. My hobbies include mountain walking, camping and biking. I love to spend time in the great outdoors. * Fellows account for approximately the top 5% of all financial advisers in the UK (research based on data from the Chartered Insurance Institute (CII), June 2013).
Offers available through VouchedFor
Contact Andrew through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Andrew's clients
Based on responses provided by clients who have reviewed this adviser
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Adviser Disclaimer
Berry & Oak is a trading name of Berry & Oak Ltd, which is authorised and regulated by the Financial Conduct Authority. FRN 787328. Registered Office: Boston House, 214 High Street, Boston Spa, West Yorkshire LS23 6AD. Berry & Oak Ltd is registered in England under Number 09940516.