INVEST IN YOUR FUTURE
The AKORN NEST EGG is the automated investment service that helps those often neglected by 'traditional firms. It is perfect for anyone over the age of 18, saving to start a family, a first home, children's future, retirement... anything really!
BENEFITS
Low cost with no up-front fees
Simple and straightforward. It only takes 10-minutes
You can choose from an investment ISA or GIA*
Flexible monthly or lump sum contributions
Expertly managed to give you peace of mind
HOW AN AKORN NEST EGG WORKS
Because, whether you are an individual or a business owner, we can help you achieve your financial goals by using our simple 4-step approach, which is the same across all of our services e.g. Mortgages, Financial Planning, Business Finance, Equity Release etc...
Click ‘Get Started’ to complete the risk profiler and fill in information about yourself and your goals.
Our automated system then assesses suitability and produces your personal recommendation.
Once you’ve reviewed the recommendation, you can agree or make amends to complete the set-up.
And that’s it! You’re all set
Once you’ve set your AKORN NestEgg up, we will contact you on an annual basis to review everything. This is to give you peace of mind by making sure that things are on track and suitable for your goals.
DISCLAIMER
The value of investments may fall as well as rise. You may get back less than you originally invested.
*You can contribute up to £20,000 to an ISA every tax year (6th April - 5th April). If you have contributed into a Cash ISA (like one from your bank) this tax year, then you can contribute the balance of up to £20,000 into an Investment ISA. You can only contribute to one Investment ISA each tax year, so if you have already contributed to an Investment ISA this tax year then you would only be able to open the G.I.A (General Investment Account) and could open up the Investment ISA next tax year, should you wish.
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ARE YOU READY TO REACH YOUR GOALS?
Call or email us today:
01254 584330
The Landmark, School Lane, Burnley, BB11 1UF
MAKE AN ENQUIRY
Fill in the form and one of our team will be in touch within 48 hours.
Before you supply any personal details to us via the contact us page on this website please read our customer privacy notice document (which can be found here). This notice sets out how we will process your personal data in line with the General Data Protection Regulations. By submitting your enquiry you confirm that you have read the customer privacy notice and that you agree to AKORN Financial Advice Ltd processing your personal information for the purpose of contacting you.
AKORN Financial Advice Limited is registered in England and Wales no. 09326613. Registered office, The Landmark, School Lane, Burnley, BB11 1UF
Authorised and regulated by the Financial Conduct Authority. AKORN Financial Advice Limited is entered on the Financial Services Register https://register.fca.org.uk/ under reference 846158. If you wish to register a complaint, please write to us at the address above or email us at [email protected]
A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.
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