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)
The Chartered logo signifies that an individual or an organisation has committed to:
- the highest levels of technical and professional knowledge and competence through professional qualifications
- keeping knowledge and skills up-to-date through continuing professional development
- ethical conduct through adhering to an industry Code of Ethics enforced through disciplinary sanctions.
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.
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.
Support from Openwork
Openwork is a well established financial services distribution company supporting hundreds of firms, like ours, around the UK.
Being part of Openwork gives our business the support we need to do what we do best – give you high quality professional financial advice.
Openwork provides us with the following:
- Access to the pension, investment, mortgage and protection products from some of the UK’s biggest brands
- Payment administration and reconciliation services
- Regulatory support