ABOUT AVANTIS WEALTH

ABOUT US

Avantis Wealth is a UK investment broker specialising in high return alternative investments. The company was founded in 2012 as a direct reaction to the poor performance of the traditional investment sector. We believe that it is possible to achieve high returns at low to moderate risk, through investments that in the majority offer first charge security over property and / or land.

Clients benefit by using our unique F.R.E.S.H. investment strategy to achieve market leading returns of 7%-15% per annum from their pensions, investments, and savings. This potentially leads them to greater financial security and a better quality of life, the F.R.E.S.H. investment strategy can help deliver higher income now or for later in retirement.

We maintain an outstanding network of alternative and asset-backed investment providers, routes to market, property and investment professionals. Our reputation as the ‘go-to broker’ for property development finance enables us to offer investment opportunities that are exclusive to Avantis Wealth and that offer exceptional returns.

Our clients who are typically High Net Worth and/or Sophisticated investors prefer to make their own decisions about how and where they invest. We support our clients through a continual program of educational webinars, seminars, and other events through complimentary membership of our exclusive Astute Investor Club.

WORKING WITH US

We strive to be the leading specialist investment broker of exceptional high return alternative investments, driven by our commitment to our F.R.E.S.H. 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

Our senior management team comprises a close-knit group of investment professionals with more than 100 years of combined 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 key part of a client’s decision making process. Therefore, we have invested heavily in both people and processes, and follow strict protocols before making an investment available. This strong focus on risk management positions us as a champion of clients’ interests.

MEET THE TEAM

Rod Thomas FCA
Chairman

Rod qualified as a Chartered Accountant in the 1970s, and is a serial property investor and developer. Since 1982 he has invested in residential and commercial property both in the UK and internationally, developing his own international portfolio of property. Rod Thomas is the author of “The Property Investment Profit System”, and “The Pensions Disaster & How To Plan For A Secure Retirement”.

Paul Beard FPC MAQ
Managing Director

Paul qualified as a financial advisor in 1996 and is also a property investor after buying his first buy to let at University in 1987. Paul has worked as an advisor since 1996 including working with many well-known and high profile clients. Paul is a qualified Quality Auditor showing an important eye for detail and due diligence.

Gavin O’Brien
Marketing Director

Gavin is an experienced financial services marketing strategist. Since 1988 his career has encompassed ‘blue-chip’ asset managers including Kleinwort Benson, Newton Investment Management, Lazard Asset Management, Aviva Investors and Insight Investment. Gavin holds a number of professional qualifications.

Adam Saunders
Senior Investment Broker

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 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.

Aaron Devoy
Client Services 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.

Maria Thomas
Client Services Executive

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.

Stewart Haynes FICA
Head of Risk & Compliance

Stewart joined Avantis Wealth in January 2017 as Risk and Compliance Manager and has since been promoted to Head of Risk and Compliance. Prior to this he spent over 11 years at the Pensions Regulator as Senior Risk & Intelligence Analyst, and Compliance Technical Analyst. He is a Fellow of the International Compliance Association (FICA), and holds a Post Graduate Diploma, Anti Money Laundering / Compliance from the Cass Business School.

Mark Northcott
Operations Manager

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.