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Sarah Elson Email & Phone Number
Chartered Financial Planner and Director
at
Berry & Oak
2 phones found
area 797
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Chartered Financial Planner and Director
Location
Boston Spa, England, United Kingdom
Company size
Who is Sarah Elson? Overview
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Quick answer
Sarah Elson is listed as Chartered Financial Planner and Director at Berry & Oak, a with 11 employees, based in Boston Spa, England, United Kingdom. AeroLeads shows phone signal with area code 797 and a matched LinkedIn profile for Sarah Elson.
Sarah Elson previously worked as Chartered Financial Planner / Director at Berry & Oak and Financial Planner / Director at Beaufort Financial Planning (Yorkshire) Limited. Sarah Elson holds Gcse from Kimberworth Comprehensive School.
Company email context
Email format at Berry & Oak
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Berry & Oak
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Profile bio
About Sarah Elson
Berry & Oak are proud to be an Accredited & Chartered Financial Planning Firm.We help our clients to achieve their financial goals and objectives so they can lead a fulfilling life that is free of financial worry. We do this by following our proven Financial Planning Process.It starts by working with you to understand what would your ideal, happy, secure and fulfilling life actually look like? How much would that life cost? Do you have enough to be able to fund it, if not, what do you need to do?From here we work with you to build a financial strategy that will help you to organise your financial life, understand the steps you need to take to live your chosen lifestyle without the fear of running out of money and provide you with the confidence to take those steps.We tell our clients to ignore the noise around traditional financial products such as Investments (ISAs), Pensions and Life insurance etc. These are not that important! They're just the tools used to help you acheive your financial aims and objectives. Having a good financial plan that works, makes the best use of your assets and is tax efficient, is much more important. However, once we know your plan works, we will of course ensure that all the policies you have/need are the most suitable for you and are administered in the most efficient manner. After going through this process our clients often tell us that they have a much clearer vision of where they are heading financially and they feel reassured as well as confident in their future, especially as we try to explain everything in plain english (not Jargon). We then regularly review your plan with you to ensure you keep on track and that it is adapted to still reflect your current circumstances, aims and objectives
Listed skills include Business Development, Office Management, Holistic Financial Planning, Business Process, and 26 others.
Current workplace
Sarah Elson's current company
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Berry & Oak
5 roles · 19 years
Sarah Elson work experience
A career timeline built from the work history available for this profile.
Chartered Financial Planner / Director
CurrentAt Berry & Oak, it's our mission to help you and your family live the life you want, free from worries about what the future might hold. We're chartered financial planners who provide a highly personal service to families, business owners, company directors and trustees – especially those thinking about retirement.It's not about a quick fix. We're more interested in building a relationship with our clients – one that will stand the test of time. We know that's the best way to provide an exceptional and independent financial planning service. For us, it's all about advice delivered with care.No matter how complex your financial picture, or whether you need help with retirement planning, tax planning or investments, you can trust us to get it right for you. So if you need help to make the right decisions, achieve your financial goals or reduce the amount of tax you pay, talk to Berry & Oak and find your partner for life
Jan 2018 - Present
Financial Planner / Director
Helping clients to achieve their financial goals, through the delivery of proven strategies that are explained in plain english. Regular meetings are held with all clients to ensure they stay on track and their financial plan remains relevantOverall strategy and development of the business, whether looking at ways to increase new clients, working with professional introducers and looking at ways to explore new market opportunities, Recruitment, staff career development and training, succession planning and managing the growth of the business
May 2008 - Jan 2018
Ifa
Honister Partners
2008 - 2012
~4 yrs
Business Development Manager
Manage and control business within Yorkshire area to exceed target.Establish and develop relationships with key introducers within Yorkshire area.Formulate specific sales development plans for designated business introducersPrepare proposals for the directors to enhance existing or introduce new products/schemes to the market place.Work closely with Business Development/National Account Managers to ensure development of Network, national and key introducer relationships.
May 2003 - May 2008
Team & coworkers
Colleagues at Berry & Oak
Other employees you can reach at berryandoak.com. View company contacts for 11 employees →
AE
Andrew Elson - 👉 Helping You Maximise Retirement 👈
Colleague at Berry & OakBoston Spa, England, United Kingdom
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CE
Connor Elson
Colleague at Berry & OakLeeds, England, United Kingdom
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AB
Andrew Broderick Dippfs
Colleague at Berry & OakYork, England, United Kingdom
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RL
Ruth Lippiatt
Colleague at Berry & OakUnited Kingdom
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DH
Diane Holt
Colleague at Berry & OakUnited Kingdom
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CS
Craig Stewart Dippfs
Colleague at Berry & OakLeeds, England, United Kingdom
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Andrew Elson - 👉 Helping You Maximise Retirement 👈
Colleague at Berry & OakBoston Spa, England, United Kingdom
View →
CE
Connor Elson
Colleague at Berry & OakLeeds, England, United Kingdom
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AB
Andrew Broderick Dippfs
Colleague at Berry & OakYork, England, United Kingdom
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RL
Ruth Lippiatt
Colleague at Berry & OakUnited Kingdom
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DH
Diane Holt
Colleague at Berry & OakUnited Kingdom
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CS
Craig Stewart Dippfs
Colleague at Berry & OakLeeds, England, United Kingdom
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1 education record
Sarah Elson education
-
Kimberworth Comprehensive School
FAQ
Frequently asked questions about Sarah Elson
Quick answers generated from the profile data available on this page.
What company does Sarah Elson work for?
Sarah Elson works for Berry & Oak.
What is Sarah Elson's role at Berry & Oak?
Sarah Elson is listed as Chartered Financial Planner and Director at Berry & Oak.
What is Sarah Elson's phone number?
AeroLeads has found 2 phone signal(s) with area code 797 for Sarah Elson at Berry & Oak.
Where is Sarah Elson based?
Sarah Elson is based in Boston Spa, England, United Kingdom while working with Berry & Oak.
What companies has Sarah Elson worked for?
Sarah Elson has worked for Berry & Oak, Beaufort Financial Planning (Yorkshire) Limited, Honister Partners, and Scottish Widows.
Who are Sarah Elson's colleagues at Berry & Oak?
Sarah Elson's colleagues at Berry & Oak include Andrew Elson - 👉 Helping You Maximise Retirement 👈, Connor Elson, Andrew Broderick Dippfs, Ruth Lippiatt, and Diane Holt.
How can I contact Sarah Elson?
You can use AeroLeads to view verified contact signals for Sarah Elson at Berry & Oak, including work email, phone, and LinkedIn data when available.
What schools did Sarah Elson attend?
Sarah Elson holds Gcse from Kimberworth Comprehensive School.
What skills is Sarah Elson known for?
Sarah Elson is listed with skills including Business Development, Office Management, Holistic Financial Planning, Business Process, Customer Service, Cashflow Analysis, Office Administration, and Project Management.
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