What is Avalon?

Avalon Investment Services is a totally independent ISA plan manager and 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 have call centres and offer a personal and efficient service to all our customers.

Product Range

We offer four core products, two Individual Savings Accounts (Cash ISA and Stocks and Shares ISA), a Portfolio product and a Self Invested Personal  Pension all with a clear and concise charging structure and no hidden costs:

Our range of 'open choice' products offers the following benefits:

 The choice of practically any of the leading investment companies in the UK. 

•· The ability to tailor a portfolio by sector, by manager, by strategy or by a combination of any 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.

The Freedom ISA

The Avalon Freedom ISA is an open choice stocks and shares ISA and ISA consolidation product. Investment can be in any qualifying unit trust, investment trust or OEIC. We can accept transfers in from other stocks and shares ISA’s or cash ISA’s.

The Freedom ISA can accept new subscriptions up to £7200 in each tax year and/or transfers from other stocks and shares ISA's and/or Cash ISA's transfers.

The Protected Cash ISA

The Protected Cash ISA invests in the Close Escalator 100 Fund which is a 'protected fund' eligible for Cash ISA's. The Fund locks in stock market gains every quarter and does not go down in value.

This ISA can accept new subscriptions up to £3600 in each tax year and/or transfers in from other Cash ISA's.

Avalon is the only company offering access to a Cash ISA using this fund.

The Freedom Portfolio

The Avalon Freedom Portfolio is an open choice Portfolio wrapper designed to administer individual portfolios of unit trusts, investment trusts, UK equities, gilts etc

The Freedom SIPP  

An open choice Self Invested Personal Pension with maximum investment flexibility (subject to Inland Revenue limits) and a transparent and clear cut charging structure.

Please note that Avalon does not give advice on the selection of investments and strongly recommends that investors consult an independent financial adviser before making investment decisions.

The Freedom range of products should be considered long-term investments and if investors withdraw from the account soon after subscribing, they may not get back the amount invested.