A 25-minute view.

In another in our series of Adviser Insight interviews we chat to Andrew Elson CFP and Chartered Financial Planner, the managing director of Berry & Oak.

Andrew talks to Lee about how Berry & Oak, which he runs with his wife Sarah, go about looking after clients, how they are helping new entrants to the profession, and a whole lot more.

 

Lots to learn from the incredibly impressive firm and we would suggest that this is required viewing.

Image credit: Andrew Elson, Berry & Oak.