About Avantis Wealth

Avantis Wealth is a UK based alternative investment broker specialising in private debt funding for micro and SME businesses, primarily in the commercial and residential property sectors of the UK.


Since 2012, we source private debt investments that exhibit the following characteristics:

  • Provides the investor with a fixed rate of return with a specific maturity date (income only)
  • Offers maturity dates up to and no more than seven years, ideally with periodic liquidity and/or early exit options
  • Structured as bonds or loan notes with a contractual lender relationship only between the investor and the private company or SPV investee entity Fixed or floating charges over real estate or other assets to provide structural protection to lenders
  • Debt instruments used to provide working capital, finance business growth, or fund real estate development

We believe that all investments carry some risk, and although all market participants are exposed to common risk factors with this type of private debt instrument, the way investors think about these risk factors can vary. Therefore, we are committed to providing transparency of our business operations, especially in our investment selection process and extensive Due-Diligence process toward the aim of achieving high standards of corporate governance.

Working With Us

We strive to be the leading specialist investment broker of exceptional high return alternative investments, driven by our commitment to our unique investment strategy and core brand values. Every decision we make, the way we treat our clients and manage our business is underpinned by:

  • Integrity
  • Responsibility
  • Respect
  • Honesty
  • Transparency

Our senior management team comprises a close-knit group of investment professionals with many years of investment and property experience. Our dedicated administration team ensures that from the start of a client relationship, the highest level of client service based on the principle of treating all clients fairly is delivered.

We understand that managing risk in an investment is a crucial part of a client’s decision-making process. Therefore, we have invested heavily in both people, processes and follow strict protocols before making an investment available. This strong focus on risk management positions us as a champion of clients’ interests.

The Avantis Team

Mark Web

Mark Northcott

COO

Mark has many years’ experience as an administrator and manager working in a number business sectors, including higher education, the creative industries, and financial services. He has held a variety of roles including Operations Director, Finance Officer, and University Lecturer. He is a business graduate of Kingston University with a PGDip in management studies and an MBA. Mark is also a singer in an indie rock band and an LTA qualified tennis coach.

Rob Web

Robert Carroll

CMO

Rob has an approach to marketing and brand strategy that is both creative and analytical: based on experience, backed by in-depth research, brought together with a dose of imagination and inspiration. 

Bringing 25+ years of proven client centric marketing experience and a breadth of technical knowledge to maintain brand standards and communications across all channels. 

He has a breadth of experience in financial services, property, healthcare and hospitality.

Brian Web

Brian Dillon

Investment Manager

Brian specialises in the property and legal property sectors, and comes with almost two decades of experience. Having initially studied Real Estate Residential Property, Brian started his career in estate agency and new build off-plan investment, and has gone on to train many UK conveyancing property lawyers. Outside of Avantis Wealth, Brian is a family man and a military history enthusiast.

Adam Web

Adam Saunders

Investor Relations Manager

Adam has over 15 years of property and investment experience. He has been involved in property development since 2003. He has worked extensively with high profile clients from professional sports. Outside of Avantis Wealth, Adams enjoys golf and rugby.

Tobi Web

Tobi Ford-Western

Senior Investment Broker

Tobi trained as a barrister at a top London Law school. He has worked in finance for nearly a decade, including Lloyds and American Express. Tobi is often invited to speak publically on a variety of topics in and around the Brighton area. Outside of Avantis Wealth, Tobi is a long suffering Arsenal fan.

Maria Web

Maria Thomas

Clients Services Manager

Maria has worked extensively in customer service roles, the last 10 years of which were for RBS, initially within retail banking before progressing into commercial banking. Interests outside of Avantis Wealth include listening to music, going to gigs and travelling to new places. She has an ambition to visit every state in the USA – 19 down with 31 to go.

Aaron Web

Aaron Devoy

Operations Manager

Aaron is an accountant by training. Prior to joining Avantis Wealth he worked for an ISA management company, as a national account manager for Money Supermarket, and as senior account manager at Crunch Accounting. Outside of all things Avantis Wealth, Aaron is a qualified referee.

TALK TO OUR INVESTMENT TEAM

Investment decisions can be complicated. At Avantis, we are here to help you understand the investments that are presented to you. By understanding more about your investment goals, we can give access to opportunities that can achieve these goals.
+44 1273 447 299
invest@avantiswealth.com
8 The Drive, Hove, East Sussex, BN3 3JA
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All the details and downloadable documents are available through the investment portal.
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Disclaimer

Your capital is at risk. The value of your investment may go up as well as down. Past performance does not indicate future performance. There is no right for compensation in respect of poor investment performance and your investment is not covered by the UK FSCS. Avantis Wealth Ltd is not licensed or regulated by the Financial Conduct Authority and does not provide financial advice. The content of any promotion has not been approved by an authorised person within the meaning of the Financial Services and Markets Act 2000. Reliance on this promotion for the purpose of engaging in any investment activity may expose the investor to a significant risk of losing all of the capital invested. [Article 48(4) Financial Services and Markets Act 2000 (Financial Promotion) Order 2005] Please note that as a responsible company we require the self-certification of either a High Net Worth Investor or Sophisticated Investor statement prior to issuing any detailed information by way of an Investment Memorandum.