For advice on accessing pension benefits, contact the government’s free and impartial guidance service Pension Wise.

SIPP, ISA and investment
administration specialists

Avalon is a name you can trust. As a leading wrap provider, we deliver integrated ISAs, general investment accounts and SIPPs for our customers.

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Conversion to clean

We are converting many of our funds from dirty share classes to clean share classes. Clients will see a change in their holdings and the price of the fund, although the overall value won’t change.

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Freedom SIPP

A flexible pension with the ability to invest in exchange tradeable and non-exchange tradeable investments, with full drawdown options.

Freedom ISA

A low-cost ISA able to accept exchange tradeable investment and cash, designed for all types of consumer.

Freedom Junior ISA

A low-cost ISA able to accept exchange tradeable investments and cash, designed for customers under the age of 18.

Freedom Portfolio

A low-cost investment service allowing access to a wider range of exchange tradeable investment instruments.

Literature zone

Visit our literature zone for easy access to all our product literature and forms.  

Online services

View accounts, valuations, full transaction history and print off reports via our secure login portals.

Working with advisers

We are an intermediated business providing exceptional service at a competitive cost to customers of FCA-regulated advisers.