IFA Hub Extranet
Welcome to the Investment Zone, where you will find information, technical advice and details of new and existing products from providers on tax-free savings, investment bonds, annuity rates and funds. Each of our sponsors in this zone has provided a variety of free articles, news, case studies and detailed product information for you to use.
About us
Avalon is a totally independent company based in Gloucestershire and our Open Architecture Wrap has been in place since 1999 so we have a proven history. This is the sole purpose of our business and our dedicated team deal exclusively with IFAs. One of the major benefits of running an independent company is the ability to deal with advisers on a personal level. It's what the IFA wants and it's what gives us the edge over other platforms. We frequently work with IFAs to improve our own products and services and are happy to consider any genuine suggestions that may improve our level of service.
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 choose from one of the widest choices of funds therefore saving time looking for alternatives. ALL eligible funds in the market place, including newly launched funds are available on our platform. We have negotiated significant discounts with the vast majority of fund managers.
Clients will get great value for money with a highly transparent charging structure. Avalon charge 0.5% per annum for all transactions associated with the Freedom ISA and Freedom Portfolio. This one fee covers fund switches, income payments, withdrawals and cash transfers.
The Adviser gets to choose his own commission rates.
You can view our Corporate leaflet and ethos here.
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).
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
Derek Bradley, CEO
Sarah Paul, Marketing Director
James Bradley, Head of e-Relationships