- The document discusses several topics related to investments and the London property market from the Summer 2016 issue of a magazine called Avantis Wealth.
- The first article analyzes whether the London property market is set to crash, noting that prices in London have skyrocketed since 2008 while remaining below peak levels in other parts of the UK. It argues oversupply of high-end properties in London combined with policies discouraging foreign buyers means a correction may be coming.
- The second piece discusses investment opportunities that are not correlated to the London property market, such as investments in care homes, German residential developments, and international resort properties, that typically offer fixed annual returns between 6-12%.
- The third section
This document summarizes 10 common and costly pension mistakes that many British people make. These mistakes include not saving enough for retirement, delaying saving which reduces the power of compound returns, failing to regularly check pension pots and investments, ignoring fees which can significantly reduce the overall value of a pension, relying too heavily on inheritances to fund retirement, not taking advantage of employer pension contributions, opting out of company pension schemes which forfeits employer matching contributions, assuming the state pension will be sufficient, not using pensions to save tax through tax relief on contributions, and accessing pensions early which incurs penalties. The document stresses that pension mistakes can be very expensive due to the long time horizon over retirement savings have to grow. It provides examples to
Avantis wealth investment portfolio spring summer 2016Avantis Wealth
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.
This document provides an overview of bonds as an investment option. It discusses the different types of bonds, including government bonds, corporate bonds, and municipal bonds. It also explains credit ratings and how they assess the risk of default. The document is aimed at educating investors about bonds and when they may be suitable to include in an investment portfolio across different life stages, from those just starting to invest to those in retirement. It promotes including bonds to provide diversification, security, and reliable income.
This document summarizes an investment opportunity in a Swedish listed property bond. The bond offers a minimum investment of £2,500 with an annual return of 8% paid out semi-annually. The bond is listed on a recognized stock exchange and can be held within several tax-efficient accounts. The company focuses on property development and acquisition projects in Stockholm worth £5-20 million. Experienced directors have over 30 years in real estate development. The investment aims to provide regular income with security through its exchange listing and experienced management team.
Property investment England - Lake District HotelAvantis Wealth
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.
This document provides an overview and explanation of Qualifying Recognised Overseas Pension Schemes (QROPS). It discusses that a QROPS is an overseas pension scheme recognized by HM Revenue and Customs that can accept transfers of UK pensions. The main benefits of transferring a UK pension to a QROPS include increased tax efficiency, investment freedom, ability to withdraw up to 30% as a tax-free lump sum after 5 years of non-UK residency, and ability to pass on 100% of remaining funds to beneficiaries without inheritance tax. The document outlines these benefits and considerations in transferring a UK pension to a QROPS in more detail.
- The document discusses several topics related to investments and the London property market from the Summer 2016 issue of a magazine called Avantis Wealth.
- The first article analyzes whether the London property market is set to crash, noting that prices in London have skyrocketed since 2008 while remaining below peak levels in other parts of the UK. It argues oversupply of high-end properties in London combined with policies discouraging foreign buyers means a correction may be coming.
- The second piece discusses investment opportunities that are not correlated to the London property market, such as investments in care homes, German residential developments, and international resort properties, that typically offer fixed annual returns between 6-12%.
- The third section
This document summarizes 10 common and costly pension mistakes that many British people make. These mistakes include not saving enough for retirement, delaying saving which reduces the power of compound returns, failing to regularly check pension pots and investments, ignoring fees which can significantly reduce the overall value of a pension, relying too heavily on inheritances to fund retirement, not taking advantage of employer pension contributions, opting out of company pension schemes which forfeits employer matching contributions, assuming the state pension will be sufficient, not using pensions to save tax through tax relief on contributions, and accessing pensions early which incurs penalties. The document stresses that pension mistakes can be very expensive due to the long time horizon over retirement savings have to grow. It provides examples to
Avantis wealth investment portfolio spring summer 2016Avantis Wealth
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.
This document provides an overview of bonds as an investment option. It discusses the different types of bonds, including government bonds, corporate bonds, and municipal bonds. It also explains credit ratings and how they assess the risk of default. The document is aimed at educating investors about bonds and when they may be suitable to include in an investment portfolio across different life stages, from those just starting to invest to those in retirement. It promotes including bonds to provide diversification, security, and reliable income.
This document summarizes an investment opportunity in a Swedish listed property bond. The bond offers a minimum investment of £2,500 with an annual return of 8% paid out semi-annually. The bond is listed on a recognized stock exchange and can be held within several tax-efficient accounts. The company focuses on property development and acquisition projects in Stockholm worth £5-20 million. Experienced directors have over 30 years in real estate development. The investment aims to provide regular income with security through its exchange listing and experienced management team.
Property investment England - Lake District HotelAvantis Wealth
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.
This document provides an overview and explanation of Qualifying Recognised Overseas Pension Schemes (QROPS). It discusses that a QROPS is an overseas pension scheme recognized by HM Revenue and Customs that can accept transfers of UK pensions. The main benefits of transferring a UK pension to a QROPS include increased tax efficiency, investment freedom, ability to withdraw up to 30% as a tax-free lump sum after 5 years of non-UK residency, and ability to pass on 100% of remaining funds to beneficiaries without inheritance tax. The document outlines these benefits and considerations in transferring a UK pension to a QROPS in more detail.
This document provides information about an investment opportunity in a Nordic listed engineering bond. The bond offers a 7.5% annual return paid semi-annually and is listed on a recognized stock exchange. The issuing company aims to acquire financially strong Nordic engineering businesses to build a mini conglomerate and benefit from economies of scale. The bond provides investors with regular income from a diversified portfolio of mature engineering companies operating in non-cyclical sectors.
Property investment - global serviced officesAvantis Wealth
This document summarizes an investment opportunity in corporate bonds funding the expansion of an international network of serviced office centers. Key details include:
- Minimum investment of £10,000 with annual returns of 8.11% paid quarterly and a 2.85% bonus in year 4.
- The funds will support converting commercial properties to serviced office centers across destinations like Dubai, Malawi, and the UK.
- The investment offers asset backing as the properties will be valued at twice the investment amount and has successfully funded 5 new centers over the last 2 years.
The document describes an investment opportunity to fund the construction of an eco park in Anglesey, Wales through a corporate bond. The bond offers a return of 10.96% over 15 months, equivalent to 8.77% annually. The eco park will include a biomass power station and various farming facilities powered by the station's excess heat. It is expected to create over 500 jobs and power 300,000 homes once operational. The investment appears to be a low-risk option to support this renewable energy and socially responsible project.
Property investment France - Five Star Solf and Spa ResortAvantis Wealth
This document describes an investment opportunity in a 5-star golf and spa resort located in France. The resort is centered around a historic Chateau and offers fixed annual returns of 5% during construction, increasing to a projected 7-18% over 10 years. Investors are also assured the option to resell their investment at 125% of the purchase price after 5 years or 150% after 10 years. The minimum investment amount is £11,500. The resort development plans include an 18-hole golf course, equestrian center, and world-class spa facilities set on 220 acres of natural landscape.
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 document is a glossary of investment terms, providing definitions for terms like accrued interest, active management, alpha, ask price, asset allocation, bonds, bond funds, capital gains tax, dividends, equity, floating rate notes, interest rate risk, margin, and yield.
2. It defines common financial terms related to bonds, funds, assets, taxes, returns, interest rates, and other concepts important for investors.
3. The glossary spans multiple pages and provides concise one-sentence explanations for over 50 investment-related terms to help investors and readers understand the language of finance.
The document provides information about conducting a pension review and creating an action plan for a richer retirement. It outlines key questions to consider as part of the pension review, such as contributions, financial needs, investment performance, and options at retirement. The action plan section then guides the reader through assessing their current financial situation, retirement goals, any gaps, and potential actions to close gaps and achieve retirement goals, such as changing investments or pension arrangements. The overall document aims to help readers evaluate if their current pension and savings are on track to meet their retirement income needs and identify actions to improve their prospects for a "richer retirement".
The document provides information on conducting a pension review and creating an action plan for a richer retirement. It outlines key questions to consider in the review, such as whether contributions are sufficient, financial needs, investment performance, and fees. The action plan section recommends assessing one's current situation, retirement goals, any gaps, and steps to take. Conducting regular reviews can help ensure a pension is on track to meet retirement income needs.
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Outsourcing MEP modeling services require effective collaboration and coordination amongst multiple engineering trades. The engineers and the designers often change the details of the MEP projects, but the work of Revit MEP drafting services is having the master plan and model of the complete project. To have proper coordination and installation, there is a need to execute the project effectively. Hence, the work of Revit family creation facilitates the MEP engineers.
Stark Builders: Where Quality Meets Craftsmanship!shuilykhatunnil
At Stark Builders our vision is to redefine the renovation experience by combining both stunning design and high quality construction skills. We believe that by delivering both these key aspects together we are able to achieve incredible results for our clients and ensure every project reflects their vision and enhances their lifestyle.
Although we are not all related by blood we have created a team of highly professional and hardworking individuals who share the common goal of delivering beautiful and functional renovated spaces. Our tight nit team are able to work together in a way where we pour our passion into each and every project as we have a love for what we do. Building is our life.
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June 2024 Lancaster County Sales Meeting for Berkshire Hathaway HomeServices Homesale Realty covering the following topics: 1. VA Suspends Buyer Agent Payment Plan (article), 2. Frequently Used Terms in title, 3. Zillow Showcase Overview, 4. QuickBuy commission promotion, 5. Documenting Cooperative Compensation, 6. NAR's Code of Ethics - Mass Media Solicitations, 7. Is it really cheaper to rent? 8. Do's and Don't's when Terminating the Agreement of Sale, 9. Living in an UBER World
Signature Global TITANIUM SPR | 3.5 & 4.5BHK High rise Apartments in Gurgaonglobalsignature2022
Signature Global TITANIUM SPR launched a high rise apartments in Gurgaon . In this project Signature Global offers 3.5 & 4.5 BHK high rise Apartment at sector 71 Gurgaon SPR Road. Signature Global Titanium SPR is IGBC Gold certified, a testament to our commitment to sustainability.
Anilesh Ahuja Pioneering a Paradigm Shift in Real Estate Success.pptxneilahuja668
Anilesh Ahuja journey is a testament to the power of vision, resilience, and unwavering determination. As a visionary leader, he continues to inspire and empower others to dream big and challenge the status quo. His legacy extends far beyond the realm of real estate, leaving an indelible mark on the industry and the world at large.
Andhra Pradesh, known for its strategic location on the southeastern coast of India, has emerged as a key player in India’s industrial landscape. Over the decades, the state has witnessed significant growth across various sectors,
This document provides information about an investment opportunity in a Nordic listed engineering bond. The bond offers a 7.5% annual return paid semi-annually and is listed on a recognized stock exchange. The issuing company aims to acquire financially strong Nordic engineering businesses to build a mini conglomerate and benefit from economies of scale. The bond provides investors with regular income from a diversified portfolio of mature engineering companies operating in non-cyclical sectors.
Property investment - global serviced officesAvantis Wealth
This document summarizes an investment opportunity in corporate bonds funding the expansion of an international network of serviced office centers. Key details include:
- Minimum investment of £10,000 with annual returns of 8.11% paid quarterly and a 2.85% bonus in year 4.
- The funds will support converting commercial properties to serviced office centers across destinations like Dubai, Malawi, and the UK.
- The investment offers asset backing as the properties will be valued at twice the investment amount and has successfully funded 5 new centers over the last 2 years.
The document describes an investment opportunity to fund the construction of an eco park in Anglesey, Wales through a corporate bond. The bond offers a return of 10.96% over 15 months, equivalent to 8.77% annually. The eco park will include a biomass power station and various farming facilities powered by the station's excess heat. It is expected to create over 500 jobs and power 300,000 homes once operational. The investment appears to be a low-risk option to support this renewable energy and socially responsible project.
Property investment France - Five Star Solf and Spa ResortAvantis Wealth
This document describes an investment opportunity in a 5-star golf and spa resort located in France. The resort is centered around a historic Chateau and offers fixed annual returns of 5% during construction, increasing to a projected 7-18% over 10 years. Investors are also assured the option to resell their investment at 125% of the purchase price after 5 years or 150% after 10 years. The minimum investment amount is £11,500. The resort development plans include an 18-hole golf course, equestrian center, and world-class spa facilities set on 220 acres of natural landscape.
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 document is a glossary of investment terms, providing definitions for terms like accrued interest, active management, alpha, ask price, asset allocation, bonds, bond funds, capital gains tax, dividends, equity, floating rate notes, interest rate risk, margin, and yield.
2. It defines common financial terms related to bonds, funds, assets, taxes, returns, interest rates, and other concepts important for investors.
3. The glossary spans multiple pages and provides concise one-sentence explanations for over 50 investment-related terms to help investors and readers understand the language of finance.
The document provides information about conducting a pension review and creating an action plan for a richer retirement. It outlines key questions to consider as part of the pension review, such as contributions, financial needs, investment performance, and options at retirement. The action plan section then guides the reader through assessing their current financial situation, retirement goals, any gaps, and potential actions to close gaps and achieve retirement goals, such as changing investments or pension arrangements. The overall document aims to help readers evaluate if their current pension and savings are on track to meet their retirement income needs and identify actions to improve their prospects for a "richer retirement".
The document provides information on conducting a pension review and creating an action plan for a richer retirement. It outlines key questions to consider in the review, such as whether contributions are sufficient, financial needs, investment performance, and fees. The action plan section recommends assessing one's current situation, retirement goals, any gaps, and steps to take. Conducting regular reviews can help ensure a pension is on track to meet retirement income needs.
Why is Revit MEP Outsourcing considered an as good option for construction pr...MarsBIM1
Outsourcing MEP modeling services require effective collaboration and coordination amongst multiple engineering trades. The engineers and the designers often change the details of the MEP projects, but the work of Revit MEP drafting services is having the master plan and model of the complete project. To have proper coordination and installation, there is a need to execute the project effectively. Hence, the work of Revit family creation facilitates the MEP engineers.
Stark Builders: Where Quality Meets Craftsmanship!shuilykhatunnil
At Stark Builders our vision is to redefine the renovation experience by combining both stunning design and high quality construction skills. We believe that by delivering both these key aspects together we are able to achieve incredible results for our clients and ensure every project reflects their vision and enhances their lifestyle.
Although we are not all related by blood we have created a team of highly professional and hardworking individuals who share the common goal of delivering beautiful and functional renovated spaces. Our tight nit team are able to work together in a way where we pour our passion into each and every project as we have a love for what we do. Building is our life.
Living in an UBER World - June '24 Sales MeetingTom Blefko
June 2024 Lancaster County Sales Meeting for Berkshire Hathaway HomeServices Homesale Realty covering the following topics: 1. VA Suspends Buyer Agent Payment Plan (article), 2. Frequently Used Terms in title, 3. Zillow Showcase Overview, 4. QuickBuy commission promotion, 5. Documenting Cooperative Compensation, 6. NAR's Code of Ethics - Mass Media Solicitations, 7. Is it really cheaper to rent? 8. Do's and Don't's when Terminating the Agreement of Sale, 9. Living in an UBER World
Signature Global TITANIUM SPR | 3.5 & 4.5BHK High rise Apartments in Gurgaonglobalsignature2022
Signature Global TITANIUM SPR launched a high rise apartments in Gurgaon . In this project Signature Global offers 3.5 & 4.5 BHK high rise Apartment at sector 71 Gurgaon SPR Road. Signature Global Titanium SPR is IGBC Gold certified, a testament to our commitment to sustainability.
Anilesh Ahuja Pioneering a Paradigm Shift in Real Estate Success.pptxneilahuja668
Anilesh Ahuja journey is a testament to the power of vision, resilience, and unwavering determination. As a visionary leader, he continues to inspire and empower others to dream big and challenge the status quo. His legacy extends far beyond the realm of real estate, leaving an indelible mark on the industry and the world at large.
Andhra Pradesh, known for its strategic location on the southeastern coast of India, has emerged as a key player in India’s industrial landscape. Over the decades, the state has witnessed significant growth across various sectors,
Listing Turkey - Piyalepasa Istanbul CatalogListing Turkey
We are working around the clock to transform a long-time dream into reality. As a result, Piyalepasa Istanbul will be the largest privately developed urban regeneration project in Turkey.
THE NEIGHBORHOOD WE HAVE BEEN LONGING FOR IS COMING TO LIFE
The good old days of the Piyalepasa neighborhood are being brought back to life with Piyalepasa Istanbul houses, residences, offices, hotels and a pedestrianized shopping avenue.
The wide streets of this 82.000 square meter development conveniently face the main boulevard in a prime Beyoglu location. “Piyalepaşa İstanbul” stands out as the only project designed to offer a neighborhood lifestyle, complete with its grocers, bagel sellers and greengrocer. Piyalepasa Istanbul has all the values to make it an authentic neighborhood, our very own community.
A NEIGHBORHOOD FULL OF LIFE, IN THE HEART OF THE CITY!
“Piyalepaşa İstanbul” is a “mixed-use” concept containing all the elements for a vibrant social life with houses, residences, offices, hotels and high street shopping.
“Piyalepaşa İstanbul” will take the liveliness of Istanbul into its heart. The elegant sparkle of Nisantasi, the young and colorful Besiktas, the variety and multicultural heritage of Istiklal Street will all be contained within the streets of this neighborhood.
“Piyalepaşa İstanbul” bears traces of the most beautiful examples of Turkish architecture from the Seljuks to the Ottomans and from Anatolia to Rumelia. With its graded facades, wide eaves, bay windows, pools, and interior courtyard systems, it offers a new living space without disrupting the city’s silhouette and neighborhood.
“Piyalepaşa İstanbul” is the new attraction of this splendid city.
TO BE AT THE CENTER OF ISTANBUL… THIS IS REAL LUXURY!
With its proximity to D-100 highway, connecting roads and tunnels, “Piyalepaşa İstanbul” is only minutes away from Kabatas, Besiktas, the Golden Horn and Karakoy.
“Piyalepaşa İstanbul” is close to the prestigious new Istanbul Court House, a major hospital, the Perpa trade center and the city’s most lively neighborhoods. With its shuttle service to Okmeydani Metrobus station, Sishane and the Court House subway stations, “Piyalepaşa İstanbul” will provide you with the most convenient transport connections.
https://listingturkey.com/property/piyalepasa-istanbul/
36,778 sq. ft. building; Zoning: SE (Suburban Employment): The (SE) District allows numerous commercial site uses; Passenger elevator; Private and common restrooms; Fully sprinkled; Data center with a grounded floor and a specialized HVAC system; 60 KVA back-up generator; Building/pylon signage; Potential to purchase adjacent parcels; Sale Price: $4,413,360
The SVN® organization shares a portion of their new weekly listings via their SVN Live® Weekly Property Broadcast. Visit https://svn.com/svn-live/ if you would like to attend our weekly call, which we open up to the brokerage community.
1. THE RICHER RETIREMENT SPECIALISTS
SPECIALIST RESIDENTIAL CARE HOMES
CAREHOMES
a Minimum £10,000
a Fixed return 18% for 18 months
a Secure asset backed investment
a Forecast gross revenues of £12 million
a FCA regulated entity as security trustee
a Restricted investment subject to status
WHY WE LIKE IT
“The project promoter has
just completed a similar
facility which received
significant praise”
2. F FIXED INCOME: Yes.
18% for 18 months.
R REGULAR HIGH INCOME: Yes.
Short-term 18 month commitment.
E EXIT STRATEGY: Yes.
Fixed 18 month term.
S SECURITY: Yes.
First charge on land and development.
H HANDS OFF MANAGEMENT: Yes.
No involvement needed.
F.R.E.S.H. INVESTMENT
This is an opportunity to invest in the development of
three specialist residential care homes in Hartlepool
through a loan note offering a highly attractive
18% over 18 months. The developer has already
exchanged contracts on three large sites and obtained
full planning permission to create much needed
accommodation for individuals with disabilities and
complex needs.
With the huge demands on the NHS and local
government to actively procure ‘fit for purpose’
accommodation for people suffering with mental
health and learning disabilities, this development
should be well placed to meet these ever growing
needs.
These state of the art facilities aim to set new
standards in this category of healthcare and provide
accommodation that should not only ensure the
service users have a better quality of life, but will also
underpin the return to investors.
REVOLUTION IN LEARNING DISABILITY CARE
3. The build is scheduled to be phased on a ‘site by site’
basis over a 12-18 month period, and has a cost of
circa £12m including contingency and fees. The first
site is forecast to be built and operational within
44 weeks of commencement, with subsequent site
sequenced to be complete and operational at 3 – 6
month intervals to suit demand and funding. Land
valuation with full planning permission is £3m (for all
three sites), with the fully completed and operational
development having a market value of £33m (source:
Collier Healthcare International, April 2015).
The initial raise will be £7.4m which will be used
to complete the purchase of all three sites, the
construction and bringing into operation of phase-one.
The project promoter has just completed a similar
facility in Hartlepool which received significant praise
in the local, national and specialist health press for
being a “world class facility” in this particular area of
healthcare. This reputation has resulted in further
demand in the area for similar facilities, and has
reinforced relationships with the Local Health and
Care Authorities in relation to the use of the proposed
new development of 67 specialist residential and
independent supported living units.
The Loan Note offering is only available to individuals
that qualify as Professional, High Net Worth or
Sophisticated Investors.
KEY FEATURES
MINIMUM £10,000
ANNUAL RETURNS (NET BEFORE TAX)
18% for 18 months interest paid at maturity.
CAPITAL GROWTH POTENTIAL
No
OPTION TO ‘ROLL UP’ INTEREST?
Interest paid at maturity
LOCATION
UK (North East England)
INVESTMENT TERM
18 months.
INVESTMENT TYPE
Indirect participation – Loan note.
CURRENCY
GBP (no currency risk).
SPECIAL FEATURES
First charge on land and development.
AVAILABLE TO CASH INVESTORS?
Yes
AVAILABLE TO PENSION INVESTORS?
No
INVESTMENT RISK
- Contractual income not met
- Delay in development completion
“PROJECTED MARKET VALUE £33m FROM CAPITAL INVESTMENT OF £16m”
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
FREEPHONE: 0800 612 0880 LANDLINE: 01273 447 299
INVEST@AVANTISWEALTH.COM WWW.AVANTISWEALTH.COM
INTEGRITY – HONESTY – RESPECT – RESPONSIBILITY