The Avalon Freedom Portfolio works as a 'wrapper' into which you can place a huge array of different asset types such as unit trusts, OEICs, investment gilts and warrants.

Combine your investment philosophy with our competitive charging and the result is an investment vehicle for your clients offering unrivalled flexibility. You can buy the best UK fund and US fund even if they are managed by different fund managers.

The sheer convenience of one statement to read and one point of contact

Great Value

• We have negotiated substantial discounts with almost all the leading fund managers. Keeping the cost of purchasing new funds to a minimum.
• Switch funds whenever you want at very little cost. Keep up to date with the value of your clients investment by visiting the secure section of this website.

As the choice is totally open there is no need to compromise you really can have the best of the best

More benefits of the Freedom Portfolio

• Competitive charges
• One point of contact no matter how many funds you choose.
• Use the Freedom Portfolio to drip-feed the annual allowance into an ISA.
• No penalties for transferring at a later date.
• Consolidated Tax Certificates produced for Tax Returns purposes.
• Your clients may invest in the Freedom Portfolio by lump sum or monthly contribution.

An investment vehicle offering unrivalled flexibility

The Personal Touch

• Avalon is not just an online service.
• You can find out more about us by contacting our friendly administrative team. We will be happy to answer any questions or queries you have.

Invest the way you want to

Other Details

The Freedom Portfolio is a completely open choice investment product. It has been developed to give your clients maximum flexibility at low cost and ease the administrative burden of their investment.

You must be at least 18 years of age to open a Freedom Portfolio.

Please note your clients cannot subscribe to investment trust shares or equities on a monthly basis.

Have complete control of your investments

The Freedom range of products should not be considered short term investments. There can be no assurance that capital growth will occur in the early years and therefore if you withdraw from the investment at an early stage you may not get back the full amount invested. Past performance is not necessarily a guide to future performance and the value of your investment may fall as well as rise. If you invest in investment trusts you should be aware that the share price will not always reflect the underlying net asset value of the investment in its portfolio.

To download our Portfolio brochures, fact sheets and application forms click HERE

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