About Us

Meet the Team2018-11-27T15:20:41+00:00

Meet the Team

Andrew Turner

MSc, Cert CII, FPFS, Certs CII (MP & ER)

Chartered Financial Planner & Pension Transfer Specialist

Andrew is the Director, and launched Karrek Financial in 2004. He has worked in the Finance industry since 1981. He is highly qualified, achieving Chartered status in 2012 and became a Fellow of the Professional Finance Society in 2013. In addition, he holds a masters degree (MSc) in Financial Services and Business Management. Andrew is considered to be at the pinnacle of academic achievement within the Financial Services industry. He performs work as a Pension Transfer Specialist as part of his work as a Chartered Financial Planner, offering advice to clients from all parts of the UK.

When not at the office or meeting new clients Andrew likes to spend his spare time travelling, playing golf or flying around the UK keeping up his skills as a private pilot.

richard-olive

Richard Olive

B.A (Hons) APFS

Chartered Financial Planner

Richard worked for a number of insurance companies before joining Karrek in 2001. He recently gained chartered status (2016) and his areas of expertise include Investment Planning, Retirement and Pension Planning and Life Assurance. When not working Richard likes going to the gym and spending time with his family.

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Dan Best

MAAT, Cert CII (MP)

Financial Planner/Technical Support Consultant

Dan has been with Karrek since 2002. He specialises in technical research/analysis, report writing, cash flow modelling and compliance issues. He works closely with Andrew and Richard on all pension and investment related matters. When not working Dan loves playing golf and spending time with his family.

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Jeremy Martin

BEC (Nc), CeMAP, DFS (CII)

Mortgage and Protection Adviser

Jeremy has been working with Andrew since 2001 and before that spent many years in the banking sector. He specialises on all types of mortgage advice including residential and commercial. When not at work Jeremy likes to watch a range of sports especially those where his son is involved.

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Ben Richards

CeMAP, CeFAP

Mortgage and Protection Adviser

Ben has been with Karrek since 2014 but before that has 20 years experience in the mortgage and insurance industry. He specialises in mortgage lending (residential and buy-to-let), life cover, critical illness and income protection. In his spare time he loves surfing (since the age of 10!) and more recently become a coach for the Newquay football team.

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Carolyn Harding CeFA, ACIB

Client Relationship Manager

Carolyn has been working with Karrek since 2013. Her role is to connect and empathise with people at all different life stages and income brackets and a genuine passion for identifying areas of need and finding solutions to financial planning gaps. When not working Carolyn likes to travel, go to the theatre, walk her dog, salsa dancing and going to the gym.

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James Turner

Data Management and Information Processing Administrator

James has been working at Karrek since 2008 straight from college. He spreads his time between all members of the team ensuring the data and information is up to date and managed appropriately. James is a keen martial arts enthusiast and excels at full contact kickboxing. He is also a personal fitness instructor, singer and actor – a man of many talents!

jackie-davies

Jackie Davies

Office Administrator

Jackie has been part of the Karrek team since 2003. Jackie will very often be found chasing pensions information or processing mortgage data. You will most likely hear the friendly voice of Jackie if you call the office. When not at work Jackie loves keeping fit at the gym or attending the local life saving club where she is a member.

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