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!
You provide us with information about yourself and your goals, and then complete the risk profiler.
We then assess suitability and produce the recommendation.
You agree or amend the recommendation and complete the set up.
We contact you on an annual basis to review everything, aiming to give you the peace of mind knowing that things remain suitable for your goals.
The value of investments may fall as well as rise. You may get back less than you originally invested.
NestEgg is designed to be a fully automated service, but if you think your decision would benefit from speaking to someone or if you think your circumstances would benefit from a more traditional approach please don’t hesitate to get in touch with AKORN on 01254 584330 or firstname.lastname@example.org
*You can contribute up to £20,000 into 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 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.
AKORN NEST EGG is a trading name of AKORN Financial Advice Ltd. Authorised and regulated by the Financial Conduct Authority. FCA Number 846158. Address: Innovation Centre, 1 Evolution Park, Haslingden Road, Blackburn, Lancashire, BB1 2FD.