HELPING YOU TO ACHIEVE YOUR FINANCIAL GOALS AND OBJECTIVES
We believe that the confidence to pursue all of your life’s goals starts with a plan, and we are here to help you to create and maintain that plan.
Our advisers are specialists and will help make sure your money is working hard for you and that it is aligned to your goals and objectives so that you can achieve the future you really want.
WE SPECIALISE IN ADVISING CLIENTS IN THE FOLLOWING AREAS:
PERSONAL INVESTMENTS
PENSION INVESTMENTS
TRUST INVESTMENTS
COURT OF PROTECTION INVESTMENTS
We work with our clients to help establish their goals, objectives, timeframes, and capital and income needs.
We then use this information, along with discussions around investment risk, to build a robust investment portfolio and financial plan that aims to achieve that future lifestyle.
We then review the plan and investment strategy on at least an annual basis to make sure it remains suitable and match any changes in objectives and goals.
This gives you the peace of mind to know that you have someone, who knows about what you want to achieve, keeping an eye on things for you.
DISCLAIMER
The value of investments may fall as well as rise. You may get back less than you originally invested.
“IMPRESSIVE AND PASSIONATE”
I cannot recommend Angelo highly enough for the work that you have undertaken for my client……. Having sat with you where you discussed in very simple English terms… I saw how impressive and passionate you are about your work….. I would have no hesitation in recommending you…..
M Irlam
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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 info@akornfa.co.uk
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.