Karrek Chartered Financial Planners

Karrek Chartered Financial Planners Karrek – Looking after your Financial Future Approved By The Openwork Partnership on 28/10/2025

At Karrek Financial Management Ltd we are proud to offer our clients a comprehensive range of financial planning solutions which are tailored to suit individual needs and objectives. It is our aim to maintain ongoing working relationships with our clients and be the company that people like to deal with by always treating them fairly, so they are happy to recommend us to their friends and family.

We have many thousands of clients all over the country who have access to our specialist advisers, who can give advice on the following areas of financial planning: -

• Mortgages
• Pensions
• Investments
• Life Assurance
• Will Writing
• Inheritance Tax Planning


The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

One of the most common investing mistakes isn’t selecting the wrong investment.It’s reacting emotionally to short-term m...
03/06/2026

One of the most common investing mistakes isn’t selecting the wrong investment.
It’s reacting emotionally to short-term market movements.
Markets naturally fluctuate, but frequent reactions to headlines can disrupt long-term strategies.
A consistent, long-term approach is often more effective than attempting to time short-term changes.

Karrek Chartered Financial Planners is a trading name of Karrek Financial Management Limited which is an Appointed Representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority..

The more you know about protection, the stronger your plan becomes and the better equipped you are to build a financial ...
31/05/2026

The more you know about protection, the stronger your plan becomes and the better equipped you are to build a financial plan that supports you through life’s changes.

When people think about retirement, they often focus on one number.But an important consideration is this:Retirement cou...
29/05/2026

When people think about retirement, they often focus on one number.
But an important consideration is this:
Retirement could last 20–30 years or more.
This means planning needs to account for:
• Long-term income
• The impact of inflation over time
• Sustainability of withdrawals

It’s not just about reaching retirement —
it’s about funding it over several decades.

Karrek Chartered Financial Planners is a trading name of Karrek Financial Management Limited which is an Appointed Representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

Congratulations to Julie on winning Karrek’s Super 6! Football predictions and Chartered Accountancy; no problem 👌👏
27/05/2026

Congratulations to Julie on winning Karrek’s Super 6! Football predictions and Chartered Accountancy; no problem 👌👏

Imagine knowing that everything you’ve worked so hard for is organised, protected, and ready to support the people you l...
27/05/2026

Imagine knowing that everything you’ve worked so hard for is organised, protected, and ready to support the people you love most.

Whether you’re reviewing your estate plans, updating your will, organising investments or considering how to pass wealth on tax efficiently, this stage is an opportunity to make thoughtful decisions that benefit both you and the generations that follow.

Intergenerational planning provides guidance, stability, and peace of mind to those who matter most. With the right approach, you can ensure your assets support your family in the way you intend, now and long into the future.

Ready to take the next step? Speak with us today and create a plan that brings security to you and confidence to those you love.



WILL WRITING AND ESTATE PLANNING IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.
THE VALUE OF INVESTMENTS AND ANY INCOME FROM THEM CAN GO DOWN AS WELL AS UP AND YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.

Karrek Chartered Financial Planners is a trading name of Karrek Financial Management Limited which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

Approved by The Openwork Partnership on 12/03/2026.

24/05/2026

Thinking about protection for the first time can feel overwhelming, but it’s really about one thing: taking care of the people who matter most.

Whether you’re considering life insurance, income protection, or critical illness cover, this is your moment to build a safety net that supports your future. Putting protection in place is an act of responsibility, but also one of love. It means you’re ready to create stability, safeguard your plans, and ensure that whatever happens, your financial wellbeing stays on track.

Your family deserves security. And you deserve peace of mind.

Ready to explore your options? We’re here to help you understand what protection could mean for your life.



Karrek Chartered Financial Planners is a trading name of Karrek Financial Management Limited which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

24/05/2026

A new tax year brings a fresh opportunity to review your ISAs and make sure your money is working as hard as possible.
For the 2026/27 tax year, you can invest up to £20,000 into an ISA, and using your allowance early could give your investments more time to grow.🪴
Not sure where to start? We’re here to help you make informed decisions, use your allowances effectively, and create a plan that supports your financial goals, now and for the future.

Approved by The Openwork Partnership on 13/05/2026.

An ISA is a medium to long term investment, which aims to increase the value
of the money you invest for growth or income or both. The value of your
investments and any income from them can fall as well as rise. You may not get
back the amount you invested.

Karrek Chartered Financial Planners is a trading name of Karrek Financial Management Limited which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

Being informed about how protection works means being prepared to face unexpected events with greater financial confiden...
24/05/2026

Being informed about how protection works means being prepared to face unexpected events with greater financial confidence.

Some people assume state support will cover financial needs if they can’t work.In practice, support levels may be limite...
22/05/2026

Some people assume state support will cover financial needs if they can’t work.
In practice, support levels may be limited.

Address

9 Hilgrove Road
Newquay
TR72QY

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441637853153

Website

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