Andrew Elson is a Chartered Financial Planner, Managing Director, and co-founder of Berry & Oak, an award-winning independent financial planning firm based in Yorkshire. With 36 years of experience in the financial services profession, Andrew is passionate about helping clients build clear, tailored financial roadmaps to secure their long-term financial well-being.

Renowned for his client-centric approach, Andrew specialises in working with individuals and families approaching and transitioning into retirement. His expertise spans pension strategies, tax-efficient investment strategies, and estate planning, ensuring his clients can enjoy financial security with confidence and clarity.

Beyond his work with clients, Andrew is an advocate for financial education and professional development. He is a member of the CISI Financial Planning Forum Committee and has mentored numerous professionals at various stages of their careers. He has also developed a ‘Financial Planning 101’ education programme to support clients' adolescent children in understanding money management.

Andrew is regularly invited to comment on industry topics, contribute to professional publications, and speak at conferences, sharing insights on best practices in financial planning, client engagement, and the evolving landscape of the profession. His knowledge and approachable style make him a valued voice in the industry. His expertise and commitment to excellence ensure that both his clients and peers benefit from his deep knowledge and practical insights.

Outside of work, Andrew has a passion for mountain walking, global travel, and experiencing new cultures. He is an avid collector of Hard Rock Café T-shirts and pins, having visited over 75 cafés worldwide.