Due diligence

Avalon is part of Embark Group. Businesses in Embark Group have been established in the retirement market for more than 30 years and have a long history of working closely with intermediary distribution partners and high-net-worth clients.

Our key facts

Assets under administration: £365m

Number of Freedom ISA clients: 48,000

Number of Freedom SIPP clients: 1,200

FCA number: 737356

Auditors: KPMG

Insurers: Willis

Banking: Barclays Corporate

Legal: Burges Salmon


For more information about Avalon or Embark Group, please email: enquiries@avaloninvestment.com