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.

Diversification is one of the most widely discussed concepts in investing.In simple terms, it means spreading investment...
22/07/2026

Diversification is one of the most widely discussed concepts in investing.

In simple terms, it means spreading investments across different areas.
This can include: • Different sectors • Different countries • Different asset types

Diversification does not remove risk, but it can help create a more balanced approach.


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.
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 19/06/2026

UK inflation has fallen to 2.6%The latest figures from the Office for National Statistics show UK Consumer Prices Index ...
22/07/2026

UK inflation has fallen to 2.6%

The latest figures from the Office for National Statistics show UK Consumer Prices Index (CPI) inflation eased from 2.8% to 2.6% in June, marking the lowest annual rate in around 15 months. The fall was largely driven by lower fuel, food and clothing prices.
Newly appointed Chancellor John Healey says today's drop in inflation is "news families want to hear".
However, he stresses there is "much more to do to give people the breathing space they need".
"We have chosen to focus on the cost of living in our first week, signalling that concern for working people will be at the heart of everything we do”.

So, what does this actually mean?

• Inflation is still positive. Prices are continuing to rise, just at a slower pace than before.
• It doesn't mean prices are falling. Most goods and services still cost more than they did a year ago.
• One month's data is just one piece of the picture. Inflation can move up or down as energy prices, food costs and wider economic conditions change.

Economic data like this helps build a picture of what's happening in the UK economy, but it's always worth looking beyond the headline and considering the wider trends over time.
[Source | BBC News |22/07/2026]

Saving for a deposit can feel like the biggest barrier when buying a home.But with new low-deposit options available, th...
20/07/2026

Saving for a deposit can feel like the biggest barrier when buying a home.
But with new low-deposit options available, there may be more routes onto the property ladder than you realise.
We’re here to help you figure it out.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
Approved by The Openwork Partnership on 23/06/2026.

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.

Knowing what protection options are available, and how they apply to your circumstances, is an important step toward bui...
19/07/2026

Knowing what protection options are available, and how they apply to your circumstances, is an important step toward building long-term financial security.

15/07/2026

ISAs are one of the most flexible and tax-efficient tools available to UK savers and investors, yet many people aren't making full use of them.

Swipe through to learn the key facts about ISAs, how they work, and why they often play an important role in long-term financial planning.


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 investments and any income from them can fall as well as rise 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 19/06/2026

15/07/2026

When planning for retirement, many people focus mainly on one number: “How much will I need?”
But retirement planning also involves:
• Inflation over time
• Life expectancy
• Future lifestyle choices
Retirement planning is about building a sustainable income for later life.


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.

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 18/06/2026

The more you know about protection, the stronger your plan becomes and the better equipped you are to build a financial ...
12/07/2026

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.

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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