Part of the Karrek Group
Here at Karrek Financial Management Ltd we provide a wide range of services to individuals, small businesses and larger corporate institutions.
We serve many thousands of clients all over the country. Our clients have access to our specialist trained advisors and have been helped to fulfil and protect their needs and aspirations.
We are proud to offer a comprehensive range of financial planning solutions which we tailor to suit the individual needs of our clients.
NEWQUAY FINANCIAL ADVISER ACHIEVES CHARTERED STATUS
The Chartered Insurance Institute (CII) has awarded the prestigious 'Chartered Financial Planners' title to Karrek Financial Management Ltd, one of Cornwall's leading providers of financial advice.
Chartered status is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII's Code of Ethics, reinforcing the highest standards of professional practice in their business dealings.
Karrek Financial specialises in providing advice on all types of investment, pension and life assurance for individuals and businesses. The firm also acts as a mortgage broker.
Andrew Turner, managing director, who holds the individual Chartered Financial Planner title, says that securing Chartered Financial Planners status is a landmark for his company: "We have always prided ourselves on being thoroughly professional in everything we do, and to receive external recognition in this way is very gratifying. As Chartered Financial Planners, we can signal our commitment to the highest levels of service to our customers."
To date, fewer than 400 firms have achieved Chartered status, indicating that this is a highly exclusive award reserved for the leading firms within the financial advice market.
Kindly reproduced and originally written by The Chartered Insurance Institute