Here at Avantis Wealth it’s our passion to help as many people as we can to achieve the best possible returns from their pensions, investments and ISAs. To enhance your experience of our services, we’re pleased to offer you our Referral and Reinvestment Rewards Program.

Referral rewards

If you’re happy with how your investments have performed, and you know someone else who could benefit from our range of alternative investments, simply refer them to us. We’ll send them a complimentary copy of our special report ‘How to use the FRESH Investment Strategy to achieve 7%-15% net annual returns’, together with our Company Brochure by way of an introduction.

If they then go on to invest through us, then subject to a minimum investment amount of £10,000 we’ll send you John Lewis vouchers to the value of £50 as a thank you. Recommend three qualifying people to us and we’ll send you bonus vouchers to the value of £150!

Making a referral is easy – simply complete the form on this page and we’ll be glad to see how we can help. Please make sure you have the permission of the person /people you refer to pass on their contact details to us.

Terms and conditions apply

Reinvestment rewards

You can earn a reward simply by choosing to reinvest your investment at the end of your investment term. It’s a small token from us to say thank you for your continued faith in Avantis Wealth. Current Reinvestment Rewards include:

  • Golf at the Belfry
  • Spa break
  • Case of fine wine
  • Dinner for two at the Ritz
  • Theatre / Opera Tickets
  • Fortnum & Mason hamper

If your investments are near the end of the fixed investment term please call our investment broker team to discuss reinvestment options as well as your reinvestment reward on
01273 447299.

Terms and conditions apply

Make a referral now. Please use the form below.

Your details

Your referral's details

Do you have the permission of the person above to be contacted by Avantis Wealth?*

Do you wish to donate the value of the vouchers to charity?*

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