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Karrek Chartered Financial Planners
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)
Lifelong support
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.
Services available
- Pension advice
- Mortgage advice
- Investment advice
- General Insurance
- Commercial Finance
- Critical Illness
- Income Protection
- Inheritance Tax
- Life Assurance
- Will Writing
