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Andrew Elson - πŸ‘‰ Helping you maximise retirement πŸ‘ˆ

Andrew elson - πŸ‘‰ helping you maximise retirement πŸ‘ˆ

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location of Andrew Elson - πŸ‘‰ Helping you maximise retirement πŸ‘ˆBoston Spa, England, United Kingdom
Phone number of Andrew Elson - πŸ‘‰ Helping you maximise retirement πŸ‘ˆView Mobile No.
Followers of Andrew Elson - πŸ‘‰ Helping you maximise retirement πŸ‘ˆ3000 followers

  • Timeline

  • About me

    Chartered Financial Planner | Managing Director at Multi-Award Winning Berry & Oak | Helping You Achieve a Secure and Fulfilling Retirement | Thought Leader in Financial Planning

  • Education

    • School name:

      -

    • Lawnswood school

      1983 - 1988

  • Experience

    • Berry & oak

      Jan 2018 - now
      Chartered financial planner, certified financial planner and managing director

      As Managing Director of Berry & Oak, I oversee the strategic direction and operations of our award-winning firm, ensuring we continue to deliver exceptional service to our clients while fostering a culture of integrity, innovation, and client-centricity.In my role as an Independent Financial Planner, I work closely with clients to transform their financial aspirations into reality. Through our proven financial planning strategies, I help clients gain clarity on their goals and create tailored plans to achieve them - explained in clear, jargon-free language.I believe financial planning is about more than just numbers; it's about enabling people to live their dream lives without the fear of running out of money. By helping clients organise their finances, optimise their assets, and make informed decisions, I empower them to feel confident about their future.Regular reviews ensure every plan stays relevant and aligned with evolving circumstances, giving clients peace of mind as they pursue their goals. I’m proud to play a role in helping clients live fulfilling, secure lives. Show less

  • Licenses & Certifications

    • Associateship - institute of financial planning (ifp)

    • Certificate in equity release

    • Certificate in financial planning

    • Certificate in long term care

    • Certificate in mortgage advice

    • Diploma in financial planning

    • Fellowship - personal finance society (fpfs)

    • Chartered financial planner

      Personal finance society
      Mar 2008

    • Advanced diploma in financial planning

      Personal finance society
      Mar 2007

    • Certified financial planner (cfp)

      The chartered institute for securities & investment (the cisi)
      May 2009

  • Honors & Awards

    • Awarded to Andrew Elson - πŸ‘‰ Helping you maximise retirement πŸ‘ˆ
      Best Financial Planner EISA Jun 2024 πŸ† Best Financial Planner – EISA Awards 2024 πŸ†I am honoured to have been recognised as the Best Financial Planner at the 2024 EISA Awards. This prestigious accolade celebrates excellence in enterprise investment scheme (and SEIS) advice, highlighting innovative financial planning that empowers clients to maximise tax-efficient opportunities while achieving their financial goals.Being acknowledged by the EISA is a testament to my commitment to delivering bespoke financial… Show more πŸ† Best Financial Planner – EISA Awards 2024 πŸ†I am honoured to have been recognised as the Best Financial Planner at the 2024 EISA Awards. This prestigious accolade celebrates excellence in enterprise investment scheme (and SEIS) advice, highlighting innovative financial planning that empowers clients to maximise tax-efficient opportunities while achieving their financial goals.Being acknowledged by the EISA is a testament to my commitment to delivering bespoke financial strategies that combine technical expertise with a personalised approach. It reflects not only the trust my clients place in me but also the dedication of the incredible team at Berry & Oak, who share my passion for making a real difference in people’s lives.This recognition inspires me to continue championing the value of enterprise investment schemes where relevant in our clients financial planning to help our clients secure their financial future while contributing to the growth of UK businesses. Show less
    • Awarded to Andrew Elson - πŸ‘‰ Helping you maximise retirement πŸ‘ˆ
      IFA of the Year Yorkshire Finance Awards Mar 2024 πŸ† Adviser of the Year – Yorkshire Finance Awards πŸ†I am honoured to have been recognised as Adviser of the Year at the prestigious Yorkshire Finance Awards. This accolade celebrates my commitment to delivering exceptional financial advice, fostering client success, and contributing to the financial planning profession.The award acknowledges not just my technical expertise but also the impact of my personalised, client-centred approach, helping individuals and families achieve their… Show more πŸ† Adviser of the Year – Yorkshire Finance Awards πŸ†I am honoured to have been recognised as Adviser of the Year at the prestigious Yorkshire Finance Awards. This accolade celebrates my commitment to delivering exceptional financial advice, fostering client success, and contributing to the financial planning profession.The award acknowledges not just my technical expertise but also the impact of my personalised, client-centred approach, helping individuals and families achieve their financial goals and live fulfilling, secure lives.Winning this award is a testament to the trust my clients place in me, the support of the incredible team at Berry & Oak, and our shared passion for making a difference in people’s lives through financial planning. Show less
    • Awarded to Andrew Elson - πŸ‘‰ Helping you maximise retirement πŸ‘ˆ
      UK Top Rated IFA - Summer 2014 Vouched For May 2014 On the 31st May 2014 "Vouched For" published its list of top rated advisers in the National Press, with Andrew Elson placed within the UK's most top rated IFA's
    • Awarded to Andrew Elson - πŸ‘‰ Helping you maximise retirement πŸ‘ˆ
      Chartered Financial Planner CII Jan 2008
    • Awarded to Andrew Elson - πŸ‘‰ Helping you maximise retirement πŸ‘ˆ
      Certified Financial Planner -

  • Volunteer Experience

    • Member - Financial Planning Forum Committee

      Issued by The Chartered Institute for Securities & Investment (The CISI) on Jan 2022
      The Chartered Institute for Securities & Investment (The CISI)Associated with Andrew Elson - πŸ‘‰ Helping you maximise retirement πŸ‘ˆ

    • Fundraiser

      Issued by Martin House Children's Hospice on Sept 2009
      Martin House Children's HospiceAssociated with Andrew Elson - πŸ‘‰ Helping you maximise retirement πŸ‘ˆ

    • Assistant Leader

      Issued by Scouts UK on Jan 2011
      Scouts UKAssociated with Andrew Elson - πŸ‘‰ Helping you maximise retirement πŸ‘ˆ