Berry & Oak

From Potential


Based in beautiful Boston Spa in Yorkshire, Berry & Oak is a young financial planning practice with a long history. Formerly part of a larger network, the business was directly authorised in 2018 by husband-and-wife team Andrew and Sarah, to enable them to build deeper, longer-term relationships and provide exceptional service to their clients.


Creating an independent business meant Sarah and Andrew had to start from scratch. They enlisted our help to capture their approach in a new brand identity, express their expertise with a new website, and deliver printed collateral to help launch the business.

To Performance

Creation of the Berry & Oak brand required Sarah and Andrew to take each step of our Marketing Breakthrough programme.

First, we laid the foundations for the business’ marketing strategy. Then we set about developing its brand identity. In exploring Sarah and Andrew’s story, we unearthed the two guiding principles behind their business: exceptional service, delivered via a close partnership between adviser and client.

This insight formed the core of the business’ brand purpose – Advice delivered with care – and new name – Berry & Oak – which captures the fresh, dynamic quality of financial reward, the longevity of effective financial planning, and the dramatic beauty of the Yorkshire countryside.

We finally designed and wrote the firm’s new website, alongside a full suite of branded print and digital collateral. With a set of detailed brand guidelines, Berry & Oak can apply brand consistency across any touchpoint, future-proofing the business’ marketing for tomorrow.

“Laura worked with us when we moved from being an AR to go FCA direct and needed a new brand and identity. Laura was able to guide us through this whole process using her creative ideas and knowledge of financial planning and how that helps us change our clients lives, to help us come up with a brand, business stationary and a new website that we love and are very proud of. We constantly get positive feedback about our brand and website from clients

I have really enjoyed working with Laura and wouldn't hesitate to recommend her.”

Sarah Elson - Director

“I think the new website is fantastic - very professional, yet very personal. Everyone comes across as genuinely approachable and part of one team.”

Berry & Oak Client

Marketing strategy・Brand development・Brand identity・Web design・Web copy・Print collateral