Avalon Investment Services Logo
IFAs

Benefits Of Partnering With Avalon

 

small wingTHIS SITE IS FOR PROFESSIONAL INTERMEDIARIES ONLY

Why Use Avalon?

In a nutshell, Avalon offers you and your clients a transparent and efficient ‘wrap’ service for ISAs, Portfolios and SIPPs. You can view our Corporate leaflet and ethos here.

Our Service & our Ethos

We provide:

A ‘one stop shop’ for your clients investments enabling multiple asset classes to be put under one roof. These include stocks and shares from the major stock markets around the world, OEICs, Unit Trusts, Investment Trusts, Exchange Traded Funds (ETF’s), Offshore Funds, Gilts and Warrants, (not life assurance bonds).

  • This allows you to transfer all the different asset types belonging to your client onto one platform and start to receive commission immediately while you take time out with your client to agree their investment strategy.
  • Fully flexible commission options, including between 0% and 5% initial commission and renewal commission between 0% and 1%. Whatever is agreed between you and your clients.
  • No call centre. Nobody likes them – nor do we.
  • Clear and explicit charges – we have a transparent charging structure with no hidden costs, unlike some of our competitors. We do not charge for fund switches and there are no exit costs for cash transfers or redemptions.
  • Access to ‘best of breed’ fund managers. We believe that no one fund manager can claim to be the best in every market and every sector of the world.
  • Ability to invest in new fund launches and limited time offers. Some of our competitors will take months to get new funds onto their platforms. With Avalon your clients can access new funds straight from launch.
  • Spend less time on paperwork. Access all of your clients’ details and up to date consolidated valuations on-line. Print off current or back dated valuations and see recently keyed transactions and dividends (logon required).

Additional Benefits

  • If you have ever considered offering your clients (or potential clients) a badged/white labelled product please give us a call or go to the ‘contact us’ section of the website. We have a great deal of experience in producing bespoke brochures and mailshots for supporting IFA’s.
  • We can also offer a discretionary fund management service through Minerva Fund Managers Limited
  • Because of the volume of deals we are placing with the fund management groups we have negotiated sizeable discounts for purchases with the vast majority of the fund management groups. Details are available on request.
  • Capital Gains tax calculations and reports available for Freedom Portfolio

We are a totally independent company marketing solely to the IFA market

Avalon – A name you can trust

  • Used by over 10,000 clients 
  • Authorised and regulated by the FSA
  • Governed by FSA solvency margins
  • Client money account and nominee holdings
  • Covered by the Investors Compensation Scheme