Andrew Elson

What were the circumstances that caused you to initially look for an adviser?

Berry & Oak, my financial advisor for many years, has consistently reassured my financial concerns and provided exceptional support during my transition into retirement.

How has Andrew Elson helped you?

Berry & Oak clearly guided me towards meeting my financial needs and goals. I trust and respect their judgment. They have consistently provided excellent service and friendly support whenever I needed it. I highly recommend Berry & Oak.

Have you seen the outcome you were hoping for?

They were very friendly and helpful, and reassured me during a daunting time. The outcome was better than I could've expected.

What were the circumstances that caused you to initially look for an adviser?

I was planning to buy a new house and needed professional financial advice on how best to utilise my investments and savings to fund the purchase.

How has Andrew Elson helped you?

Andrew provided clear, personalised financial guidance, helping me determine the most effective way to use my investments and savings for the property purchase. He thoroughly assessed my financial situation and presented cost-effective options, making the process smoother and more straightforward.

Have you seen the outcome you were hoping for?

With Andrew’s guidance, I was able to use my investments and savings effectively to purchase the property.

What were the circumstances that caused you to initially look for an adviser?

We initially sought an adviser to assist with our financial overview, focusing on purchasing our first home, securing a mortgage, and setting up insurance policies, including life and income protection.

How has Andrew Elson helped you?

Over the years, Andrew and his team at Berry & Oak have provided invaluable support in many aspects of our financial journey. From helping us purchase our first home and setting up essential insurance policies to more recently guiding us through the complexities of buying our second home, their expertise has been instrumental. Andrew took the time to assess our financial position, ensuring we remained secure and well-prepared for this next step. The Berry & Oak team made what can often be a confusing and overwhelming process feel manageable and straightforward, offering clear guidance and reassurance every step of the way. We are incredibly grateful for their ongoing support and highly recommend their services to anyone looking for professional, trustworthy financial advice.

Have you seen the outcome you were hoping for?

One hundred percent!

What could they have done better?

Nothing at all – we cannot express enough our gratitude for everything the Berry & Oak team has done for us.

What were the circumstances that caused you to initially look for an adviser?

I required advice and guidance with financial planning (investing / saving money) pensions, and planning for future retirement.

How has Andrew Elson helped you?

Andrew has always provided an excellent support and a clear comprehensive insight into my investment options available / pension guidance. This in turn has given me peace of mind knowing my financial investments and planning for my future retirement is in safe hands.

Have you seen the outcome you were hoping for?

The outcome has far exceeded my expectations

What were the circumstances that caused you to initially look for an adviser?

We needed professional advice pre retirement

How has Andrew Elson helped you?

He has shown us how we can plan our retirement income

Have you seen the outcome you were hoping for?

Yes. We're in the early stages but we certainly feel we can trust Andrew and all his team. Everyone is very pleasant and welcoming when we visit.