Privacy policy

This page provides important information about how we use and protect your personal data and should be read carefully. In the event that our website contains links to other websites not operated by us, this policy only applies to this website and other websites will have separate terms which you should check before using such websites.
This website is provided by Embark Investment Services Limited (EISL) and any reference in this notice to ‘we’, ‘our’, ‘us’ or ‘Avalon’ means Embark Investment Services Limited.

Personal data

Avalon is committed to handling personal data in accordance with the Data Protection Act 1998 and other applicable legislation intended to protect an individual’s personal information and privacy. Embark Investment Services Limited (EISL) is a registered data controller for the purpose of the Data Protection Act 1998.  By submitting your personal information to us you agree that any information we hold about you can be held on computer and/or paper files. We may use the information to contact you by post, fax, e-mail or telephone to bring to your attention additional products or services, which may be of interest to you and your clients.
If you prefer not to receive marketing information you may withdraw your consent by contacting:
Avalon The Old Chapel, 47 Long Street Tetbury Gloucestershire GL8 8AA
Under the Data Protection Act 1998, individuals are entitled to a copy of the personal data we hold about them upon written request and payment of a £10.00 fee (payable to Avalon).  To obtain a copy, please write to the address above. Or email:

Terms of use

Avalon does not provide investment advice. We only accept clients through a professional or financial adviser who can help them decide whether our products are right for them. Financial Advisers can be found through the FCA Register at

Your use of this website indicates that you accept these Terms of use.

We make no warranty that the website will meet your requirements.

The information provided is for general guidance only and nothing on these web pages constitutes financial, investment, tax or other professional advice.

In the event that our website contains links to other websites not operated by us, these are provided for your convenience only.  We have no control over, and accept no responsibility for, these other websites or their content, availability or functionality.  We accept no responsibility for any loss or damage which may arise from your use of (or inability to use) such other websites or their contents.


Legal and regulatory status

Avalon is a trading name of Embark Investment Services Limited.

Embark Investment Services Limited (EISL) is a company incorporated in England and Wales (company number 09955930) and is a wholly owned subsidiary of Embark Group Limited. EISL is a trading entity of the Group and it is authorised and regulated by the Financial Conduct Authority (register number 737356). Its registered address is Tyman House, 42 Regent Road, Leicester LE1 6YJ.

Embark Group Limited is a company incorporated in England and Wales and is the holding vehicle for all companies in the Group. Its registered address is 5th Floor, 100 Cannon Street, London, EC4N 6EU . Company Registration: 03578067. VAT number GB399632690


These terms are governed by the law of England and Wales and any disputes will be subject to the exclusive jurisdiction of the Courts of England and Wales.


All contracts will be provided to you and concluded in English and all communications between us will be in English.


The products and services referred to in this website may have tax consequences for which independent professional advice should be sought.
Any reference to taxation in this website is based on our interpretation of current UK tax law and practice, which may change in the future.


Other than where required by law, we provide no warranty as to the quality or fitness for purpose of the website or that it is free of errors, viruses or bugs.  In addition we make no representation or warranties about the accuracy or the information contained on this website.  Any errors should be reported to us immediately. We have taken reasonable care to ensure that the information provided by this site is accurate at the time of publication; however, no representation or warranty, express or implied, as to the reliability, accuracy or completeness of such information is given.


To the extent permitted by law, we shall have no liability for any direct, indirect or consequential loss or damage (whatsoever or howsoever caused) suffered by you or your client arising out of or in connection with:

the use of this website

any delay or inability to access or use of this site

any change to this site

any suspension, restriction or withdrawal of this site

the results of the use of this site

the use of, or reliance upon, the information provided through this site


including, without limitation, any loss of profits, revenue, business, goodwill or business opportunity, or any loss of data or damage to computer systems, whether in an action for breach of contract, in negligence or any other tort, under statute or otherwise.


Nothing in these Terms of use shall exclude or restrict our liability for fraud, or for death or personal injury caused by our negligence, or any liability imposed under the provisions of the Financial Services and Market Act 2000, or any other liability which may not lawfully be excluded or limited.


You hereby agree to indemnify us and keep us fully and effectively indemnified on demand in respect of any losses, claims, liabilities, costs, damages or expenses (including legal costs and expenses) incurred or suffered by or brought against us as a result of your use or misuse of this website or any wilful default or fraud by you or any breach by you of any of the provisions of these Terms of use.  This obligation shall survive any termination of these Terms of use.

Web security

It is your responsibility to ensure that this website is not misused and that your computer is virus protected.


We will use reasonable endeavours to ensure that the website is available 24 hours a day 365 days a year subject to system maintenance and upgrades, but we are under no obligation to provide access to this site during those hours.  You acknowledge that the Internet is not a totally reliable medium of communication and that our website may become unavailable for reasons outside of our control.  We shall have no liability to you or your client for any delay or failure to provide access to this site (or any part thereof). You acknowledge that your computer may not be fully compatible with this site and that your browser may not be supported by the website.  In such case, the website (or some parts or features thereof) may not display or function properly.

Intellectual property rights

The contents and material on this website belong to us and may only be downloaded for the purposes intended.  You should not reproduce or distribute the contents for private or other business use without our consent.


We take all complaints seriously and will investigate any issue raised by you in relation to your own experience with us or on behalf of your client.  When dealing with complaints we have a specific complaints procedure we follow in order to ensure consistency.

Risk warnings

We will assess only whether an investment can be held by a SIPP / ISA under current HMRC tax guidelines and legislation.  However, we are not responsible for the performance of the investment or service provided by the investment manager. The value of investments held in the SIPP / ISA in can fall as well as rise and clients might get back less than invested, including the loss of all funds invested.  Past performance is not an indicator of future results.