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Ben Richards

Karrek Chartered Financial Planners

Karrek Chartered Financial Planners Main Logo
We are a family owned & ran business -covering all your Financial needs from Mortgages to Life Cover , Critical illness through to savings / investments & pensions . We look to build lasting relationships with out clients over many years helping & protecting their families & finances. We are a chartered firm of financial planners. This 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 UKs leading firms, who are wholly committed to providing you with the best possible advice, service and support. 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 all over the country. 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.

Location: 9 Hilgrove Rd, Newquay, TR7 2QY

Qualifications: Myself 15 years experience in Financial services.  Working for both private brokers & the retail banking sector Ben holds a degree in Business & Financial Economics. He also holds both his full IFS Certificate in Mortgage Advice & Practice (2004) and IFS Certificate in Financial Advice & Planning (2012). ifs Level 3 Certificate in Mortgage Advice and Practice (CeMAP®) ifs Level 3 Certificate in Financial Administration and Planning (CeFAP®) 3 other advisers with +25 years experience ( 2 regulated COB advisers ) – Dip FA & Chartered qualified.

FCA Registration Number: 193232

Regulations: Karrek Financial Management Ltd is an appointed representative of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority. Karrek Financial is a trading name of Karrek Financial Management Limited. Registered in England and Wales: Number 05420119 The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK

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