Here at Karrek Financial Management Ltd we provide a comprehensive and personal financial planning service tailored to the specific requirements of both our individual and our corporate clients from across Cornwall and the rest of the UK.
Having achieved Chartered Status we have proven that we have reached a very high level of competence in our particular field of work, which has been recognised by the award of a formal credential by a the CII (Chartered Insurance Institute)
Through the expertise of our professional and highly qualified advisers we are committed to building long term relationships with our clients in order to develop and implement plans which provide them with confidence and control over their financial future.
We are dedicated to providing the ongoing support that our clients require as their ambitions, needs and circumstances change over the course of their lives.
Our service to you
Our service is built around comprehensive financial planning and sound investment principles. By exploring your goals and objectives we can tailor a financial strategy specific to your needs.
Our financial planning process is broken down into a series of stages which focus on ensuring your life aspirations and the investment of your money are carefully aligned. The stages are shown below:
The Financial Planning Process
Stage 1 – Your Goals
We establish your life goals, personal circumstances, aspirations and concerns
Stage 2 – Your Information
We collect all relevant information and financial data and establish your perceived risks
Stage 3 – Analysis
We assess your current position and how you arrived there, with the intention of making a recommendation on the type of products that will best suit your needs.
Stage 4 – Design Your Strategy
Having completed the preparatory work, we will prepare a personal report and recommendations, then set out different strategies which can be used to get you where you want to be
Stage 5 – Implementation
We agree the plan to implement the strategy to help you achieve your objectives over a given period of time
Stage 6 – Regular Reviews
If you choose, we’ll meet on an ongoing basis to assess your strategy and implement the next steps in the plan.
Having completed a detailed review of your current position and arrangements, we will provide you with specific recommendations and explain the benefits and risks associated with the approach we have suggested. If you are happy with our recommendations we will help you to complete the relevant paperwork and put your financial plan into place.
As your aspiration levels evolve in your life, so should your financial plan and rest assured we will be on hand to review this with you on a regular basis, should you choose.
Karrek Chartered Financial Planners Limited provides expert mortgage, protection and insurance advice. Karrek Chartered Financial Planners Limited is a trading name of Karrek Financial Management Limited.
Karrek Financial Management Limited is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited. The Openwork Partnership is one of the UK’s largest Financial Advice networks, with over 4,500 advisers and in excess of 700 appointed representatives based throughout the UK.
Our advisers at Karrek Chartered Financial Planners Limited will get to know your individual circumstances, establish what your goals are and what the right mortgage and protection arrangements are for you.