The document advertises an investment opportunity to purchase bonds secured by a hotel located in Bowness-on-Windermere in the Lake District of the UK. Investors will receive a fixed annual interest payment of 5% and capital uplift of 15% on redemption after 6 years, equating to an average annual return of 8%. The hotel is currently performing in line with local averages but is expected to experience increased profitability following planned refurbishments and management by an experienced operator. There are risks associated with the investment such as the business ceasing operations or contractual income not being met.

1. THE RICHER RETIREMENT SPECIALISTS
LAKE WINDERMERE INVESTMENT OPPORTUNITY
HOTELS&
RESORTS
a Minimum £10,000
a Average return of 8%
a Investment term 6 years
a Bonds secured against full value of assets
a SIPP and SSAS approved
a Restricted investment subject to status
WHY WE LIKE IT
“The hotel operator’s
management team
have combined industry
experience of 80 years”

2. Investors will receive a fixed annual interest payment
of 5% and a capital uplift of 15% on redemption of the
Bonds, this equates to an average annual return on
their investment of 8%. The first interest payment will
be received on the first anniversary of the earlier of the
Full Subscription or the Long Stop Date with payments
continuing annually thereafter. Investors’ first interest
payment will be paid pro-rata from the date of their
initial investment.
The Hotel is located in Bowness-on-Windermere, a
busy town situated within the Lake District National
Park. Due to its elevated, prominent position on the
hillside of Bowness-on-Windermere, the Hotel boasts
spectacular panoramic views of the UK’s largest
natural lake. The Lake District National Park is one of
the UK’s premier tourist destinations with inbound
tourists numbering an average of 15.5 million per year.
F  FIXED INCOME: Yes.
See Key Features for rates.
R  REGULAR HIGH INCOME: Yes.
Income paid annually in arrears.
E  EXIT STRATEGY: Yes.
Redeemable on the sixth anniversary of the
full subscription or the Long Stop Date.
S  SECURITY: Yes. Secured on the underlying
real estate.
H  HANDS OFF MANAGEMENT: Yes.
No involvement needed.
F.R.E.S.H. INVESTMENT
IMPRESSIVE 75% – 80% AVERAGE OCCUPANCY RATES

3. HOTEL AMENITIES
• 84 Bedrooms - many of them with spectacular
views of the lake
• Private Dining for up to 300 people
• Hydro spa, swimming pool, sauna, spa bath and gym
• 6 Function Rooms - the largest of which
accommodates up to 200 guests
The Hotel will be managed by Fountain Leisure, a
well-established hotel operator whose management
team have a combined experience of over 80 years in
the industry. They are able to demonstrate a proven
track record in maximising returns on investment and
are experienced in turnarounds and refurbishments
of hotels. The Management Company will oversee the
refurbishment of the Hotel, whilst identifying business
goals and implementing a strategic management plan.
The family, who have owned and managed the Hotel
for the past 30 years, are now looking to retire. The
Hotel is already performing in line with local averages,
however it is the Directors’ belief that the Management
Company’s expertise, coupled with the planned
refurbishment and the popularity of the Lake District
as a tourist destination, the Hotel will experience a
significant uplift in profitability.
KEY FEATURES
MINIMUM £10,000
ANNUAL RETURNS (NET BEFORE TAX)
8% average
CAPITAL GROWTH POTENTIAL
No
OPTION TO ‘ROLL UP’ INTEREST?
No
LOCATION
UK
INVESTMENT TERM
6 Years
INVESTMENT TYPE
Indirect participation. This is a corporate bond.
CURRENCY
GBP (no currency risk).
SPECIAL FEATURES
- Established business.
- Fully secured on underlying asset.
- 15% capital uplift on redemption.
AVAILABLE TO CASH INVESTORS?
Yes
AVAILABLE TO PENSION INVESTORS?
Yes (subject to IFA approval).
INVESTMENT RISK
- Business ceases trading
- Contractual income not met
- Lack of liquidity
“THE LAKES ATTRACT 15.5 MILLION TOURISTS PER YEAR”

4. THE COMPANY
Avantis Wealth is an investment broker, specialising in high
income, property investments. We help clients achieve
market leading returns from their savings, capital and
pensions, leading to greater financial security and a better
quality of life.
We target annual returns in the range of 7%-15% net p.a.
with investments that meet our F.R.E.S.H. investment
strategy. We have a portfolio of 20–25 investments that meet
these criteria and can make a significant difference to your
income now and value of capital in the future.
THE TEAM
Work with Avantis Wealth and benefit from our strength
of experience and understanding of property and asset
backed investments. The senior management team
offers over 75 years of combined experience in property
and investment and are highly focused in achieving the
very best from your investments.
Our MD, Rod Thomas FCA has 33 years of investment
experience and is the author of “The Pension Disaster
And How To Plan For A Secure Retirement”.
The relationship with you is the most important asset we
have. Therefore we work hard to earn and keep your trust.
These four values underpin the decisions we make and the
way in which our company operates:
OUR VALUES
DISCLAIMER
Avantis Wealth Ltd is not authorised or regulated by the Financial Conduct Authority (FCA). This is not a financial promotion or an invitation to invest.
Avantis Wealth Ltd does not provide any financial or investment advice. We provide a referral to a regulated advisor who will offer appropriate advice, or to
the company offering an investment who will determine your suitability for the investment prior to any offer being made. We strongly recommend that you
seek appropriate professional advice before entering into any contract. The value of any investments can go down as well as up and you might not get back
what you put in. You may have difficulty selling any investment at a reasonable price and in some circumstances it might be difficult to sell at any price.
Do not invest unless you have carefully thought about whether you can afford it and whether it is right for you and if necessary consult with a professional
adviser in accordance with the Financial Services and Markets Act 2000. These products are not regulated by the FCA or covered by the Financial Services
Compensation Scheme and you will not have access to the financial ombudsman service.
This page does not constitute an offer to invest but is for information only. Persons expressing an interest in the bond will receive an invitation document,
which they should read and ensure they fully understand prior to making any decision to subscribe. Persons in any doubt regarding the risks associated with
investments of this nature should consult a suitable qualified and authorised advisor.
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ABOUT AVANTIS WEALTH
VERSION: IFS-B-1.2 31/10/14
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