Ep 56: Navigating your financial journey with Berry & Oak
In this episode:
Abraham chats to Andrew & Sarah Elson, owners of Berry & Oak, covering:
From starting in a bank to running Berry & Oak
The power couple - how they met & working together
From 2018 till now - what the team looks like
The importance of operations
Marketing & making the company stand out
The importance of having a good financial plan
What the future holds for the firm
Who is Sarah Elson?
Sarah is co-founder of Berry & Oak, along with her husband Andrew.
Sarah’s role covers two functions; Operations Director, and Financial Planner. Sarah is a Chartered Financial Planner and holds the Certified Financial Planner™ professional licence.
In her role as an adviser, Sarah meets with clients to work with them on their financial plan to achieve their goals and ensure that they stay on track.
Who is Andrew Elson?
Andrew is the founder of Berry & Oak, along with his wife Sarah. He’s one of a very small number of Independent Financial Advisers who is both a Chartered Financial Planner and a Certified Financial Planner™ professional.
Andrew is passionate about financial planning and delivers this in a way that is easy for clients to understand. Andrew’s goal is to help his clients create their financial plan so that they can live the life they want to lead – and then make sure they stay on track and live it! Andrew also loves to help people save money on their tax bill!
Where to find Andrew & Sarah:
LinkedIn: Andrew Elson & Sarah Elson
Twitter: @AndrewElson & @SarahEElson
