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 both locally in Cornwall and further afield throughout the UK. 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. It means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means that you can be confident that you are dealing with one of the UK's leading firms, who are wholly committed to providing you with the best possible advice, service and support.
We are proud to offer a comprehensive range of financial planning solutions which we tailor to suit the individual needs of our clients. It means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means that you can be confident that you are dealing with one of the UK's leading firms, who are wholly committed to providing you with the best possible advice, service and support.
Services
About Us
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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.
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.
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.
Meet the Team
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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.
How We Get Paid
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Reforms in the financial services industry in 2012 (the Retail Distribution Review) meant that we needed to change the way that we get paid. No longer can we rely on commission type deals but instead now charge our clients directly for the work we do. Prior to commencing any aspect of our work we need to agree with you the services you would like us to deliver and how you will pay for them.
Being Chartered
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The highest levels of technical and professional knowledge and competence through professional qualifications. Ethical conduct through adhering to an industry Code of Ethics enforced through disciplinary sanctions. The Corporate Chartered Logo is awarded on the basis of an organisation's commitment to meet significant and ongoing obligations designed to ensure that its employees are competent, knowledgeable and ethical in their dealings.
Pension Advice
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In 2014 the Government announced something called pension freedom. It means anyone aged 55 and over can take the whole amount of their pension pot as a lump sum, paying no tax on the first 25% and the rest taxed as if it were a salary at their income tax rate. This freedom only applies to private pensions where you and/or your employer saved up a pot of cash for retirement.
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