Berry & Oak

Boston House, 214 High Street, Boston Spa, Leeds, West Yorkshire, LS23 6AD

FCA Number: 787328
Total No. Advisers: 2
No. Offices: 1
Locations: Leeds

FINANCIAL ADVISERS

Andrew Elson

Location: Leeds

Telephone: 01937 223055

Chartered Financial Planner, CERTIFIED FINANCIAL PLANNER professional, Chartered Wealth Manager, Member of the Later Life Academy (Retirement Specialist), FPFS, Chartered FCSI

Sarah Elson

Location: Leeds

Telephone: 01937 223055

Chartered Financial Planner, CERTIFIED FINANCIAL PLANNER professional, Chartered Wealth Manager, FPFS, Chartered FCSI

WORKTYPE
  • Trust and Estate
  • Older Client
  • Family
  • Portfolio Management