West Yorks-based Chartered Financial Planning firm Berry & Oak has thrown its weight behind the CISI’s Financial Planning Week with a number of initiatives aimed at boosting the Financial Planning profession.

Financial Planners at Berry & Oak scaled new heights to raise money for charity.

With Financial Planning Week under way two firms have revealed what they are doing to mark the event and boost the profile of Financial Planning.

Berry & Oak, a newly-rebranded firm of Chartered Financial Planners set up by a husband and wife team, has held its launch event in Hazlewood Castle, a luxury hotel near Leeds.