Working with financial advisers

As an intermediated provider of investment and saving solutions, our focus is on building lasting partnerships with advisers. Offering a wide choice of OEICs, unit trusts, investment trusts, ETFs and individual stocks and shares, our mutual clients will benefit from our transparent charging structure and value for money. We also invest in clean share classes wherever possible.

In partnership

When working with advisers our objective is simple: we focus on delivering the very best service to you and our mutual clients. It’s what gives us an edge over other platforms as we’re able to provide a personalised back office solution for clients’ investments and no call centres. Take a look at our due diligence guide.
Through Avalon advisers can offer clients efficient investment solutions and give them clear, consolidated information on all their holdings through our login portal. What’s more, our advisers have great flexibility over their remuneration.

Get in touch

We prefer to seek the right adviser partners and look for a long-term commitment from each other.

If you’re an adviser and you would like to find out more about working with Avalon, please get in touch with our team to find out how we can meet your clients’ needs.