The Important Bits to Understand

Corporate Social Responsibility Policy (CSR)

Avantis Wealth believes in conducting business in a manner which achieves sustainable growth whilst demonstrating a high degree of social responsibility. Our responsibility encompasses interaction with:

  • Our marketplace
  • Our environment
  • Our community; and
  • Our people

Demonstrating our commitment to Corporate Social Responsibility (CSR) is a journey, in the course of which we aim to align our brand values, purpose, and strategy with the social and economic needs of our stakeholders, whilst embedding responsible policies and practices into everything we do.

By working together with all our stakeholders, clients, employees, strategic partners, agents, suppliers, and by embracing CSR, Avantis Wealth opens doors to new opportunities and relationships through our continued commitment to sustainable development.


Avantis Wealth is committed to following five guiding CSR principles:


  1. We manage our business with integrity, responsibility, respect, and honesty.
  2. We aim to provide a safe, fulfilling, and rewarding career for all our employees.
  3. We continue to support local charity programmes which accord with our brand values.
  4. We actively assess and minimise the environmental impact of our business.
  5. We continually benchmark and evaluate what we do in order to improve our CSR performance.


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.
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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. Investors are not charged any fees when placing an investment through Avantis Wealth Ltd.