Berry & Oak Revenue

Financial Services • Wetherby, England, United Kingdom • 11-20 Employees

Berry & Oak revenue & valuation

Annual revenue	$941,105
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,100,000
Total funding	No funding

Key Contact at Berry & Oak

Andrew Elson- Helping You Maximise R

Chartered Financial Planner, Certified Financial Planner And Managing Director

Company overview

Headquarters	Boston House, 214 High Street, Boston Spa, Leeds, West Yorkshire LS23 6AD, GB
Phone number	+441937223055
Website	berryandoak.com
NAICS	52
SIC	628
Keywords	Inheritance Tax Planning, Financial Planning, Estate Planning, Investment Management, Retirement Strategies, Achieving Your Financial Goals, Cash Flow Modelling
Founded	2013
Employees	11-20
Socials

Berry & Oak Email Formats

Berry & Oak uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@berryandoak.com), used 100% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@berryandoak.com	100%

About Berry & Oak

At Berry & Oak, it's our mission to help you and your family live the life you want, free from worries about what the future might hold. We're chartered financial planners who provide a highly personal service to families, business owners, company directors and trustees – especially those thinking about retirement. It's not about a quick fix. We're more interested in building a relationship with our clients – one that will stand the test of time. We know that's the best way to provide an exceptional and independent financial planning service. For us, it's all about advice delivered with care. No matter how complex your financial picture, or whether you need help with retirement planning, tax planning or investments, you can trust us to get it right for you. So if you need help to make the right decisions, achieve your financial goals or reduce the amount of tax you pay, talk to Berry & Oak and find your partner for life.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Manager

Intern

Entry

Employees by Department

Berry & Oak has 6 employees across 2 departments.

Departments

Number of employees

Funding Data

Berry & Oak has never raised funding before.

Berry & Oak Tech Stack

Discover the technologies and tools that power Berry & Oak's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Vimeo

Video players

Moove GDPR Consent

Cookie compliance

Google Maps

Maps

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

YouTube

Video players

Frequently asked questions

Berry & Oak is located in Wetherby, England, GB.

You can reach Berry & Oak at +441937223055.

Berry & Oak generates an estimated annual revenue of $941,105. This revenue figure reflects the company's market position and business performance in its industry.

Berry & Oak has an estimated valuation of $3,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Berry & Oak was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.

Berry & Oak has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Berry & Oak

Andrew Elson- Helping You Maximise R

Chartered Financial Planner, Certified Financial Planner And Managing Director

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