Andrew Elson CFP (@AndrewElson) header
Andrew Elson CFP (@AndrewElson) profile picture

Chartered & Certified Financial Planner, IFA, Providing independent advice, helping clients to ensure their goals are achieved, Mountain Walker & Scout Leader

Boston Spa, Leeds, UK
Joined July 2011
Photo by Andrew Elson CFP (@AndrewElson)Photo by Andrew Elson CFP (@AndrewElson)Photo by Andrew Elson CFP (@AndrewElson)Photo by Andrew Elson CFP (@AndrewElson)Photo by Andrew Elson CFP (@AndrewElson)Photo by Andrew Elson CFP (@AndrewElson)Photo by Andrew Elson CFP (@AndrewElson)Photo by Andrew Elson CFP (@AndrewElson)Photo by Andrew Elson CFP (@AndrewElson)Photo by Andrew Elson CFP (@AndrewElson)
We have a highly commended for the Financial Adviser of the Year (North East) category and that goes to Sarah Elson from Berry & Oak @SarahEElson @berryandoak #WIFA24
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Andrew Elson CFP retweeted
Love the fact that he has been honoured but does anyone else think it should be SIR KEVIN SINFIELD? Can’t think of anyone more deserving. He has shown all of us the true meaning of friendship and raised millions for his pal and transformed awareness along the way. #SirKev #Arise #KnighthoodForSinfield #KevTheKnight #Honours #NewYearHonours
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Andrew Elson CFP retweeted
Here’s where the sharpest brains on Wall Street predicted the S&P 500 would end 2023: Barclays: 3,675 Morgan Stanley: 3,900 UBS: 3,900 Citi: 3,900 BlackRock: 3,930 Today it’s 4,783 - not one of them came close. Pay zero attention to next year’s predictions. No one’s got a clue.
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Replying to @AndrewElson
Andrew, we are sorry to hear you are having a disappointing experience. Please visit Guest Services immediately, as they will be able to best assist you on board.
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Andrew Elson CFP retweeted
Replying to @AndrewElson
Hi. I haven't heard from you in a while so I hope you're all sorted. If you still need a hand, feel free to send us another message. If you'd prefer to get in touch with us another way, have a browse here: ee.co.uk/contact-ee - Martin B
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You know we love a challenge Alan! I just love the way we are setting our own agendas for events now. For and by practitioners. 😉 – at Scotland, United Kingdom
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Andrew Elson CFP retweeted
The Berry & Oak team are doing a step challenge this month to raise money for @InWetherby. We aim to walk 2 million steps during National Walking Month of May! We have set up a JustGiving page - bit.ly/425HRob #NationalWalkingMonth #JustGiving #Fundraising #WiSE
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Andrew Elson CFP retweeted
👑🍾 Congratulations to King Charles III on this momentous day! We shall be celebrating with Afternoon Tea and a glass or two of bubbly! What are your plans? 👑🍾 #Coronation #KingCharlesIII #Celebration
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The winner of the Outstanding Achievement Award is… @SarahEElson from @BerryandOak 🏆🏆🏆 #YFAwards #Yorkshire #FinancialServices
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And here’s why: “@BerryandOak focuses heavily on clients and community. It has built and maintains a massive library of resources for clients, going above and beyond for them at every opportunity.” 👏👏👏 #YFAwards #Yorkshire #FinancialServices @InvestecUK
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The winner of Financial Adviser Team of the Year, sponsored by @InvestecUK, is… @BerryandOak 🏆🏆🏆 #YFAwards #Yorkshire #FinancialServices
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The winner of Financial Adviser of the Year, sponsored by @MorningstarInc, is… @AndrewElson from @BerryandOak 🏆🏆🏆 #YFAwards #Yorkshire #FinancialServices
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There is only a month to go until the Yorkshire Financial Awards 2023 ceremony in Leeds. If you want to find out about attending, get in touch with Sammy Kinlough via [email protected] or +44 (0)113 867 2191. #YFAwards #Yorkshire #FinancialServices
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Andrew Elson CFP retweeted
We believe life is for living & your financial planning should be structured to allow you wherever possible to do all the things you want to do, when you want to do them. Read more in our blog - bit.ly/3RGOabR #BucketList #LiveForToday #RetirementPlans
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Andrew Elson CFP retweeted
TRAP Pack colleague @nicklincoln recently created a 10-minute video unpacking what he does to deliver a simple, repeatable, scalable and enjoyable Annual Planning Meeting experience. Its excellent. If you want the link, just retweet this tweet 🔁 buzzsprout.com/2056762/12429…
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Andrew Elson CFP retweeted
We have all emailed [email protected] with our PIN numbers calling for an EGM to give the @pfsconf members a voice. Can we encourage our fellow PFS members to do the same? Thank you.
Read & listened a lot & it’s clear PFS members need to call for an EGM.1500 members votes in & requires an additional 500 to trigger. Be active and support the cause to protect our proud professional body. #pfs #cii #ifa podcasts.apple.com/gb/podcas…
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Andrew Elson CFP retweeted
It doesn't get to be a much better start to the year, than receiving a five-star review from a satisfied client, on the first day back. Well done to the Berry & Oak team, especially @DanMorganFP @AndrewElson #financialgoals #planning vouchedfor.co.uk/financial-a…
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Andrew Elson CFP retweeted
What a way to end the week… “Dan, I’m bringing forward my retirement, I’m handing in my notice in March and my freedom day will be Oct 1st, that’s a year earlier than planned and that’s down to the work we have done together, the choice you’ve given us is worth millions to me” – at Heybridge, East
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