This document provides information on various investment opportunities offered by Avantis Wealth, including property developments, hotels and resorts, ISAs, bonds, loan notes, and managed funds. Minimum investments range from £2,500 to £100,000, and expected returns range from 5% to 24% annually over terms of 1 to 7 years. Avantis invites the reader to join their Investor Club for access to new opportunities or request a pension review to explore improving returns.
- 9% per annum or 10% per annum for 3 or 5-year term
- Income option available
- Deferred investments will receive a bonus of 3% or 10% depending on investment term
- Automatic exit upon maturity
- Security in the form of a First Legal Charge over the Target Property and / or a debenture over the investment provider
- Available to cash and pension investors only
This is an opportunity to invest in property development, and receive returns of 9%-10%. The issuing company is involved in an array of property development projects.
This ranges from the development of land sites into houses, the refurbishment of individual houses and the conversion of individual houses into multiple occupation dwellings.
Aware of the shortage of housing in the UK, the issuing company researches into and invests in high return residential developments. They largely focus on regions where there is particularly high demand, such as the Midlands and the North West.
Once projects have been found, rigorous research and appraisals are completed in order for them to fully comprehend the operation they would potentially invest in. Should the calculations show that the project would be profitable, a purchase is made.
Once properties have been purchased by the issuing company, they undergo a standard refurbishment model: new bathrooms, new kitchen, new carpets, new oak doors and a fresh repaint. Unit costs are kept very low because we are able to buy in bulk. The gardens are also landscaped. Equipped with a strong supply of properties, their refurbishment team is very experienced and have completed over one hundred similar projects in the last few years.
Once the refurbishment commences, local agents are appointed to begin the marketing these properties. Sometimes, the sale of the developed or refurbished property is secured prior to purchase.
- 9% per annum or 10% per annum for 3 or 5-year term
- Income option available
- Deferred investments will receive a bonus of 3% or 10% depending on investment term
- Automatic exit upon maturity
- Security in the form of a First Legal Charge over the Target Property and / or a debenture over the investment provider
- Available to cash and pension investors only
This is an opportunity to invest in property development, and receive returns of 9%-10%. The issuing company is involved in an array of property development projects.
This ranges from the development of land sites into houses, the refurbishment of individual houses and the conversion of individual houses into multiple occupation dwellings.
Aware of the shortage of housing in the UK, the issuing company researches into and invests in high return residential developments. They largely focus on regions where there is particularly high demand, such as the Midlands and the North West.
Once projects have been found, rigorous research and appraisals are completed in order for them to fully comprehend the operation they would potentially invest in. Should the calculations show that the project would be profitable, a purchase is made.
Once properties have been purchased by the issuing company, they undergo a standard refurbishment model: new bathrooms, new kitchen, new carpets, new oak doors and a fresh repaint. Unit costs are kept very low because we are able to buy in bulk. The gardens are also landscaped. Equipped with a strong supply of properties, their refurbishment team is very experienced and have completed over one hundred similar projects in the last few years.
Once the refurbishment commences, local agents are appointed to begin the marketing these properties. Sometimes, the sale of the developed or refurbished property is secured prior to purchase.
Rob Weaver's excellent research into Investment into the Private Rented Sector. On behalf of Invista Real Estate and presented at Inspired Asset Management's Inspired Event.
Why UK residential? £4 trillion asset class (the biggest by far) to start with ! Out performance, low volatility etc.
Synergy FX Financial Markets
Australia welcomes you as a Significant Investor.
This is your invitation to access superior investment potential in Australia with leading broker Synergy FX Financial Markets, and gain Australian residential status.
A government initiative revised in July 2015, this visa program seeks to attract prominent overseas business people who have demonstrated experience and success in business or investment.
Synergy Financial Markets is perfectly positioned to assist you take advantage of this exciting opportunity.
Montello Real Estate Opportunity Fund Institutional June FactsheetMontello
The Montello Real Estate Opportunity Fund is a Luxembourg regulated SICAV-SIF, set up in partnership with some of the top names in the industry. CBRE will act as transaction manager, while Luxembourg Fund Partners and Apex Fund Services are assisting with the operation and administration. PwC will audit the Fund and ABN AMRO is the custodian bank.
Rob Weaver's excellent research into Investment into the Private Rented Sector. On behalf of Invista Real Estate and presented at Inspired Asset Management's Inspired Event.
Why UK residential? £4 trillion asset class (the biggest by far) to start with ! Out performance, low volatility etc.
Synergy FX Financial Markets
Australia welcomes you as a Significant Investor.
This is your invitation to access superior investment potential in Australia with leading broker Synergy FX Financial Markets, and gain Australian residential status.
A government initiative revised in July 2015, this visa program seeks to attract prominent overseas business people who have demonstrated experience and success in business or investment.
Synergy Financial Markets is perfectly positioned to assist you take advantage of this exciting opportunity.
Montello Real Estate Opportunity Fund Institutional June FactsheetMontello
The Montello Real Estate Opportunity Fund is a Luxembourg regulated SICAV-SIF, set up in partnership with some of the top names in the industry. CBRE will act as transaction manager, while Luxembourg Fund Partners and Apex Fund Services are assisting with the operation and administration. PwC will audit the Fund and ABN AMRO is the custodian bank.
- 8.25% per annum or 8.75% per annum for a 3-year or 5-year investment
- Interest can be paid as an income or rolled up
- Automatic exit upon maturity, and no need to get involved.
- First floating charge over all of the Company assets, which are held by an FCA-authorised company acting as Trustee for the benefit of the investors.
- Available in any of the three wrappers: cash, ISA, and pension.
This is an opportunity to invest in 8.75% for 5 years debentures from an innovative loans company with a market capitalisation of £10m. The company has a simple business model, lending through three wholly owned subsidiaries offering cash flow, finance and investments and bridging loans.
The company which is a Plc has been strategically formed to add value to the companies it supports. It is a team of business builders whose individual experience encompasses finance, operations, marketing, product development and sales. This enables the three subsidiaries to provide a personable and knowledgeable underwriting service that was described by an existing customer who simply said, ‘it’s like business banking used to be.’
The people behind the company are passionate about finance and enhancing UK business. Their objective is to help to bridge the corporate funding gap and stimulate the growth of UK business.
Subsidiary 1 - Cash flow loans are available to established UK limited and LLPs that are keen to grow facilitated through a secured flexible revolving credit facility as an alternative to a bank overdraft or business
loan. Credit lines are between £10,000 and £500,000 and operate in a similar way to a bank overdraft.
Subsidiary 2 - Finance loans and investments subsidiary takes an equity stake in the company in conjunction with longer-term loans, with repayments to suit the individual company profile.
Typically these companies will have demonstrated the ability to invest, grow and successfully manage their existing cash flow credit facility.
Subsidiary 3 - The bridging loans subsidiary specialises in providing funding to the commercial property sector. The funds are always 100% secured against real assets and supported by additional security. Funding solutions are between £50,000 to £500,000 and are only provided to experienced, solvent commercial borrowers. The company won the Client Choice Award for Best Commercial Property Lender Corporate Live Wire 2016 Financial Award.
The debentures on offer relate to the bridging loans subsidiary.
In this Slideshare in linked webinar Simon will provide ideas how business owners (UK focus) can take money from their businesses in a tax efficient manner.
PKF Francis Clark is delighted to present our 13th annual Finance in Cornwall event on Tuesday 25th June 2019.
Delegates will hear from more than a dozen sources of funding and business support via short presentations and panel discussions, with the opportunity to ask questions and network with other local business owners and directors and professional advisers.
This year we have also teamed up with Cornwall Lenders Forum (a Cornwall Chamber of Commerce initiative), Acceleration Through Innovation and Cornwall Trade and Investment.
We have welcomed over 150 people to the event each year and we recommend that you reserve a place if you are thinking about expanding or investing further in your business in Cornwall.
Lionz Trade Group is a successful Fund Manager in the Forex industry. They provide one of the best proven track record profit sharing system in the world.
This seminar features presentations from sources of grant, debt and equity funding, as well as business support agencies operating in the region. The presentations will be short and sharp giving the delegate a basis for an assessment of which funding stream/funder matches their requirements.
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Avantis wealth investment portfolio spring summer 2016
1. INVESTMENT PORTFOLI0
WWW.AVANTISWEALTH.COM
THE RICHER RETIREMENT SPECIALISTS
All investments subject to availability
Many investments are subject to status and may be restricted to High Net Worth or Sophisticated Investors
Investments may be available to Pension, ISAor Cash investors. Please ask for details.
Spring/Summer 2016
2. a €20,000 minimum (EUR)
a 24% return over period
a 24 month investment
WHY WE LIKE IT
RESIDENTIAL GATED COMMUNITY
“Market leading returns from a highly
regarded property developer”
a £25,000 minimum
a 7.6% net annual return
a 5 year term
WHY WE LIKE IT
ISLE OF WIGHT MARINA DEVELOPMENT
“The key driver for demand is the simple fact that this
is the premium-location for the UK yachting fraternity”
a £10,000 minimum
a 8% net annual return
a 4 year term
WHY WE LIKE IT
PENTHOUSE DEVELOPMENT
“Award winning developer of luxury penthouse
apartments in London”
PROPERTY DEVELOPMENT INVESTMENTS
a £10,000 minimum
a 18% net return over period
a 18 month term
WHY WE LIKE IT
SPECIALIST RESIDENTIAL CARE FACILITY
“The project promoter has just completed a
similar facility which received significant praise”
3. PROPERTY RENOVATION INVESTMENTS
a £10,000 minimum
a 10%-12% net annual return
a 2 or 5 year term
WHY WE LIKE IT
GERMAN LISTED BUILDINGS
“Business model with proven track-record,
demand supported by unique tax break.”
a £10,000 minimum
a 7.35% net annual return
a 5 year term
WHY WE LIKE IT
USA URBAN REGENERATION
“The company is part of a group with‘Best for
the environment’award winning status.”
a 10,000 minimum (GPB, EUR, USD)
a 8% net for 1 year term
a 12% net for 3 year term
WHY WE LIKE IT
URBAN REGENERATION IN CHICAGO
“The company’s ethos is making money while
doing good, with an excellent track record”
a £25,000 minimum
a 8.82% net annual return
a 4 year term
WHY WE LIKE IT
INTERNATIONAL SERVICED OFFICES
“Scheme operator has built up a track record
of success in a thriving sector”
4. HOTELS & RESORT INVESTMENTS
a £40,000 minimum
a 7% net annual return, guaranteed 2 yrs
a Capital growth potential
a Personal usage option
WHY WE LIKE IT
HISTORIC SCOTTISH CASTLE
“This is the investment you’ll want your
grandchildren to inherit.”
a £9,812 minimum
a Up to 10.2% return projected
a Capital growth potential
a Personal usage option
WHY WE LIKE IT
4 STAR LUXURY HOTEL INVESTMENT
“Aclass act – Ramada, the resort operator has
nearly 1,000 hotels and resorts worldwide.”
a £30,000 minimum
a 7% net annual return
a Fixed for 10 years
a Capital growth potential
a Personal usage option
WHY WE LIKE IT
5 STAR GOLF AND SPA RESORT
“Thedeveloperhasalreadycompleted anumber
of successfulprojects.Thisresortisworld-class!”
a £10,000 minimum
a 7% net annual return during construction
a 5% return guaranteed thereafter
a Capital growth potential
a Personal usage option
WHY WE LIKE IT
CAPE VERDE 5 STAR LUXURY RESORT
“In partnership with Melia Hotels supportedby
UKtour operators it’s a winning combination!”
5. ISA INVESTMENTS
a £10,000 minimum
a 9.85% net annual return
a Listed on recognised stock exchange
WHY WE LIKE IT
CORPORATE BOND WITH 95% CAPITAL GUARANTEE
“Provenbusinessmodel,marketleadingrateof
9.85%andthe95%capitalguaranteesealsthedeal”
a £5,000 minimum
a 6.5% net annual return
a 4 year term
a Listed on recognised stock exchange
WHY WE LIKE IT
SOCIAL HOUSING BOND
“Taps into the almost infinite demand for
affordable housing in the UK”
a £5,000 minimum
a 8.75% net annual return
a 5 year term
a Listed on recognised stock exchange
WHY WE LIKE IT
B2B BRIDGING FINANCE
“This innovative PLC has a vastly experienced
management team”
a £5,000 minimum
a 6.5% - 8.00% forecast annual return
a 3 – 5 year term suggested
a Requires IFA approval
WHY WE LIKE IT
MANAGED HIGH YIELD PORTFOLIO
“Adiversified portfolio actively managed to
deliver its high yield”
6. LOAN BACKED INVESTMENTS
a £25,000 minimum
a 7.75% net annual return, 2 year term
a 8.75% net annual return, 3 year term
a 9.75% net annual return, 4 year term
a 10.75% net annual return, 5 year term
WHY WE LIKE IT
CONSUMER FINANCE - UK
“Investor friendly loan note with flexible income
payments and multiple investment terms”
a 100,000 minimum (GBP, EUR, USD)
a 12% net annual return, 95% capital guarantee
a 18% net annual return, no capital guarantee
a 5 year term
a Can exit every 12 months
WHY WE LIKE IT
MULTI-CURRENCY LOAN NOTE
“Specialised lending opportunity for high net
worth investors.”
a £5,000 minimum
a 8.75% net annual return
a 5 year term
a Listed on recognised stock exchange
WHY WE LIKE IT
B2B BRIDGING FINANCE - UK
“This innovative PLC has a vastly experienced
management team”
a 10,000 minimum (GBP, EUR, USD)
a 9.85% net annual return
a 5 year term
a Redeemable annually
WHY WE LIKE IT
PEER-TO-PEER LENDING - USA
“Proven business model with low entry point
and choice of currencies.”
7. MANAGED FUND & SOCIALLY RESPONSIBLE INVESTMENTS
a £5,000 minimum
a Fixed return 8%
a 30 day liquid after 12 months
WHY WE LIKE IT
SPECIALIST HIGH YIELD BOND
“The diversified portfolio offers an attractive risk
profile for the risk adverse investor.”
a Rate of return 6.5% - 8%
a No minimum but £5,000 suggested
a No fixed term but guide 3 - 5 years
WHY WE LIKE IT
NICHE HIGH YIELD PORTFOLIO
“Adiversified portfolio actively managed to
deliver its high yield.”
a £10,000 minimum
a 10.96% total return over period
a 15 month term
WHY WE LIKE IT
BIO MASS POWER STATION
“Multiple funding offers are already in place to
finance through to completion”
a £10,000 minimum
a 7.73% net annual return – 5 year term
a 9.73% net annual return – Years 6 and 7
WHY WE LIKE IT
WASTE RECYCLING AND ENERGY PROJECT
“Founders already successful with a
£35 million battery recycling plant ”
8. 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.
VERSION: IFS-ALL-V1.0 07/03/16
Want to invest for income now?
Do you have poorly performing investments
and need to generate the best possible income
right now? Then consider investments within our
portfolio which offer:
• Up to 12% annual income
• Payable quarterly, six monthly or annually
• Investment starts at £2,500
THE AVANTIS INVESTOR CLUB
We invite you to join the Avantis Investor
Club! Club members get access to the latest
investment opportunities, complimentary
invitations to our investment seminars held in
London and Brighton. And so much more!
As a club member you will have access to all
areas of the Avantis Wealth website which
offers a wide range of benefits, including
special reports and investment fact sheets.
There is no cost in registering for Avantis
Investor Club membership, and if you live
in the UK, we’ll post you our latest edition
of ‘Property As Your Pension’ with our
compliments.
Do you have a frozen or
underperforming pension?
Then request a complimentary pension review.
This will show you:
• Value of your fund
• Performance over the last 5-8 years
• Fees and charges you are incurring
• Expected income in retirement
Armed with this information you can explore
options to do better.
Want to build your fund for the
future, achieving maximum
growth?
Whether you wish to invest directly or through a
pension scheme, our investment portfolio offers
a wide choice of investment type, location and
timescale:
• Investments typically from 1 to 5 years
• Returning up to 12% annually, or 60% over
5 years
• Investment starts at £2,500
Gemini Business Centre
136-140 Old Shoreham Rd
Hove BN3 7BD
United Kingdom
01273 447 299
0800 612 0880
invest@avantiswealth.com
www.avantiswealth.com
GET IN TOUCH TODAY!
REGISTER NOW!
For further information
and to register as a
member of the
Avantis Investor Club
please visit:
www.avantiswealth.com/
registration