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
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.
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.
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.
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.
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.
Reviews (8)
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Dec 01, 2021
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Lydia Paris
Jul 21, 2021
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Would definitely recommend this company. The staff are all so friendly and approachable. Felt like Jeremy went above and beyond for us and found us the best mortgage and gave the best advice and was always on the phone for any question we had. Could completely trust him and the communication was amazing. Working hard through a pandemic, would definitely recommend and will be using this company in the future. Thank you for everything Karrek. Couldn’t have done it without you.
Phoebe Annear
Nov 04, 2019
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I would completely recommend Karrek financial. Jeremy has been a massive help to me and my partner through the process of buying a house. Giving us help and recommendations when needed. Making something that could be difficult and stressful very easy and straight forward. If anyone is looking to buy a house and needs a mortgage advisor I would recommend Jeremy.
Jeremy Northcott
Jan 14, 2016
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Just to say we have just had a consultation meeting with Jeremy Martin and not only has his advice been well researched, up to date and dare I say "on the money". The meeting was business like and at the same time a real pleasure. We wish him and your company all the very best for the prosperous future you deserve. We will be recommending you to all our friends and colleagues with confidence. Jeremy and Sarah Northcott.
Jock Turner
Jun 15, 2011
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When it comes to financial planning you can't afford to get it wrong. I was lucky and found Karrek Financial who are experts in their field. They have now given me the confidence and piece of mind that I doubt I would have got elsewhere. I would recommend them to anyone wanting to get their fiances in order.
