This document summarizes an investment opportunity to purchase luxury hotel suites within a historic Scottish castle for a minimum of £30,000. It guarantees a 7% annual return for the first year and then a 50% profit share going forward. The suites have been recently renovated and offer views of the estate. Owning a suite provides a personal usage option and fractional ownership of a piece of history. There are some investment risks around the hotel operator's performance and occupancy rates.

1. THE RICHER RETIREMENT SPECIALISTS
HISTORIC SCOTTISH CASTLE SUITES
HOTELS&
RESORTS
a Minimum £30,000 to £390,000
a 7% fixed net returns guaranteed for 1 year
a Personal usage option available
a Historic castle with superior facilities
a UK based investment
a Available to all investors
WHY WE LIKE IT
“This is the investment
you’ll want your
grandchildren
to inherit.”

2. You can now own an incredible hotel suite within the
walls of a legendary castle in Scotland. Following a £15
million restoration, the luxury suites of this historic
5-star hotel & golf resort are finally available for
investors with an eye for exquisite luxury.
The castle, which dates back to 1550s, is an
outstanding example of opulence and refinement,
created by the finest architects and craftsmen of
the time. It’s a heritage site of national and global
importance, where Queen Victoria and Prince Albert
spent their honeymoon in 1842.
Located in one of Scotland’s most important privately
owned historic estates, this investment offers an
unbeatable opportunity to make growing rental
returns and spend holidays each year playing golf on a
championship length course designed by the famous
James Braid.
For discerning investors, this Highland resort offers a
guaranteed rental return of 7% net per annum for the
first year, which will graduate to a 50% profit share in
year two. This is a limited time offer!
F  FIXED INCOME: Yes.
See Key Features for rates.
R  REGULAR HIGH INCOME: Yes.
E  EXIT STRATEGY: No.
S  SECURITY: Yes. Fractional ownership by SPV
or full title owned.
H  HANDS OFF MANAGEMENT: Yes.
No involvement needed.
F.R.E.S.H. INVESTMENT
YOUR OWN PIECE OF HISTORY

3. THE HOTEL SUITES
The property ownership opportunity at the castle
is truly unique. The first stage of the project is to
create eight renovated luxury rooms set within
the actual walls of the castle. Complete with views
across the estate and opulent en-suite facilities,
these high specification properties complement the
existing surroundings and will form part of the hotel
accommodation.
The walls of the castle, where the rooms are situated
were created in 1818-19 by William Atkinson,
known for his work on Chequers, Scone Palace and
Abbotsford. Original features have been retained
where possible and the latest materials have been
used to ensure external sound is kept to a minimum
and everything is secure. By owning the freehold to a
suite here, you really will be owning-a slice of history.
Viewing trips to see this amazing investment
opportunity are £149 per person including UK flights to
Edinburgh, 1 night at Kenmore INN BB and tour and
transfers.
Personal usage option available.
KEY FEATURES
MINIMUM £30,000 to £390,000
ANNUAL RETURNS (NET BEFORE TAX)
7% guaranteed for 1 year. Then 50% profit share.
CAPITAL GROWTH POTENTIAL
Yes
OPTION TO ‘ROLL UP’ INTEREST?
No
LOCATION
UK (Scotland)
INVESTMENT TERM
This is a medium to long-term opportunity.
INVESTMENT TYPE
Direct participation – Fractional or full title owned.
CURRENCY
GBP (no currency risk).
SPECIAL FEATURES
Personal usage option each year.
Breath-taking rooms with original features.
AVAILABLE TO CASH INVESTORS?
Yes
AVAILABLE TO PENSION INVESTORS?
Yes (subject to IFA approval).
INVESTMENT RISK
- Hotel operator ceases trading
- Contractual income not met
- Occupancy rates decline
“NO OTHER PROPERTY OPPORTUNITY IS AS UNIQUE.”

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.
PLEASE CALL US DURING UK OFFICE HOURS
ABOUT AVANTIS WEALTH
VERSION: IFS-B-1.2 31/10/14
FIND OUT MORE
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INVEST@AVANTISWEALTH.COM WWW.AVANTISWEALTH.COM
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