Existing Clients
Avalon Investment Services is a totally independent ISA plan manager and an investment administration company, offering products intended specifically for the IFA market.
We offer a wealth of investment administration experience and excellent systems to ensure that a top quality service is delivered.
We do not operate a call centre and provide a personal and efficient service to all our customers.
We offer three core products:
ISA'sAn open choice equity ISA and ISA consolidation product. Investment can be in any qualifying unit trust, investment trust or OEIC |
PortfoliosAn open choice Portfolio. Designed to administer individual portfolios of unit trusts, investment trusts, UK equities, gilts etc |
Self Invested Personal PensionAn open choice Self Invested Personal Pension. With maximum investment flexibility. (subject to Inland Revenue limits). |
Our range of open choice products offers the following benefits:
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The choice of practically any of the leading investment companies in the UK |
The ability to tailor by sector by manager, by strategy, or by a combination of any of these factors |
The opportunity to switch between investments at very little cost |
The sheer convenience of one statement to read and one point of contact no matter how many investment companies are chosen |
Please note that Avalon does not give advice on the suitability of its products or selection of investments and strongly recommend that you consult an independent financial adviser before making investment decisions.
The Freedom range of products should be considered long-term investments and if you withdraw from the account soon after subscribing, you may not get back the amount invested.