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 community; and
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:
We manage our business with integrity, responsibility, respect, and honesty.
We aim to provide a safe, fulfilling, and rewarding career for all our employees.
We continue to support local charity programmes which accord with our brand values.
We actively assess and minimise the environmental impact of our business.
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.
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 does not provide any advice in relation to the investment opportunities promoted via its Website. Please click here to read the full text of Risk Warning.
Avantis Wealth Ltd is not licensed or regulated by the Financial Conduct Authority and does not provide financial advice. We strongly recommend that you seek appropriate professional advice before entering into any contract. Personal information in any pension review is a matter of record and is provided by our preferred financial advisor who is regulated by the Financial Conduct Authority. Any requirement for pension advice will be passed to them. Any review is only for the person named and their professional advisors. Values detailed in any report are not guaranteed and are subject to change. Projections in any presentation are approximate and based on the criteria specified which may or may not turn out to be accurate. 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 if 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 Financial Conduct Authority or covered by the Financial Services Compensation Scheme, you will not have access to the Financial Ombudsman Service. The content of this website is offered as information only and not to be construed as advice. Avantis Wealth Ltd does not provide pension, investment or financial advice, which can only be provided by a regulated financial advisor. Some of the investments outlined on this website are restricted to certain categories of investor. For these investments it will be necessary for the investor to be categorised prior to the release of any further information.