THE RICHER RETIREMENT SPECIALISTS

SPECIALIST RESIDENTIAL CARE HOMES

CARE HOMES

a Minimum £10,000

a Fixed return 18% for 18 months

a Secure asset backed investment

a Forecast gross revenues of £12 million

a FCA regulated entity as security trustee

a Restricted investment subject to status

WHY WE LIKE IT

“The project promoter has just completed a similar facility which received

significant praise”

F FIXED INCOME: Yes.

18% for 18 months.

R REGULAR HIGH INCOME: Yes.

Short-term 18 month commitment.

E EXIT STRATEGY: Yes.

Fixed 18 month term.

S SECURITY: Yes.

First charge on land and development.

H HANDS OFF MANAGEMENT: Yes.

No involvement needed.

F.R.E.S.H. INVESTMENTThis is an opportunity to invest in the development of three specialist residential care homes in Hartlepool through a loan note offering a highly attractive 18% over 18 months. The developer has already exchanged contracts on three large sites and obtained full planning permission to create much needed accommodation for individuals with disabilities and complex needs.

With the huge demands on the NHS and local government to actively procure ‘fit for purpose’ accommodation for people suffering with mental health and learning disabilities, this development should be well placed to meet these ever growing needs.

These state of the art facilities aim to set new standards in this category of healthcare and provide accommodation that should not only ensure the service users have a better quality of life, but will also underpin the return to investors.

REVOLUTION IN LEARNING DISABILITY CARE

The build is scheduled to be phased on a ‘site by site’ basis over a 12-18 month period, and has a cost of circa £12m including contingency and fees. The first site is forecast to be built and operational within 44 weeks of commencement, with subsequent site sequenced to be complete and operational at 3 – 6 month intervals to suit demand and funding. Land valuation with full planning permission is £3m (for all three sites), with the fully completed and operational development having a market value of £33m (source: Collier Healthcare International, April 2015).

The initial raise will be £7.4m which will be used to complete the purchase of all three sites, the construction and bringing into operation of phase-one. The project promoter has just completed a similar facility in Hartlepool which received significant praise in the local, national and specialist health press for being a “world class facility” in this particular area of healthcare. This reputation has resulted in further demand in the area for similar facilities, and has reinforced relationships with the Local Health and Care Authorities in relation to the use of the proposed new development of 67 specialist residential and independent supported living units.

The Loan Note offering is only available to individuals that qualify as Professional, High Net Worth or Sophisticated Investors.

KEY FEATURESMINIMUM £10,000

ANNUAL RETURNS (NET BEFORE TAX) 18% for 18 months interest paid at maturity.

CAPITAL GROWTH POTENTIAL No

OPTION TO ‘ROLL UP’ INTEREST? Interest paid at maturity

LOCATION UK (North East England)

INVESTMENT TERM 18 months.

INVESTMENT TYPEIndirect participation – Loan note.

CURRENCY GBP (no currency risk).

SPECIAL FEATURES First charge on land and development.

AVAILABLE TO CASH INVESTORS? Yes

AVAILABLE TO PENSION INVESTORS? No

INVESTMENT RISK - Contractual income not met- Delay in development completion

“PROJECTED MARKET VALUE £33m FROM CAPITAL INVESTMENT OF £16m”

THE COMPANY

Avantis Wealth is an investment broker, specialising in high income, property investments. We help clients achieve market leading returns from their savings, capital and pensions, leading to greater financial security and a better quality of life.

We target annual returns in the range of 7%-15% net p.a. with investments that meet our F.R.E.S.H. investment strategy. We have a portfolio of 20–25 investments that meet these criteria and can make a significant difference to your income now and value of capital in the future.

THE TEAM

Work with Avantis Wealth and benefit from our strength of experience and understanding of property and asset backed investments. The senior management team offers over 75 years of combined experience in property and investment and are highly focused in achieving the very best from your investments.

Our MD, Rod Thomas FCA has 33 years of investment experience and is the author of “The Pension Disaster And How To Plan For A Secure Retirement”.

The relationship with you is the most important asset we have. Therefore we work hard to earn and keep your trust. These four values underpin the decisions we make and the way in which our company operates:

OUR VALUES

DISCLAIMER

Avantis Wealth Ltd is not authorised or regulated by the Financial Conduct Authority (FCA). This is not a financial promotion or an invitation to invest.

Avantis Wealth Ltd does not provide any financial or investment advice. We provide a referral to a regulated advisor who will offer appropriate advice, or to the company offering an investment who will determine your suitability for the investment prior to any offer being made. We strongly recommend that you seek appropriate professional advice before entering into any contract. 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 it 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 FCA or covered by the Financial Services Compensation Scheme and you will not have access to the financial ombudsman service.

This page does not constitute an offer to invest but is for information only. Persons expressing an interest in the bond will receive an invitation document, which they should read and ensure they fully understand prior to making any decision to subscribe. Persons in any doubt regarding the risks associated with investments of this nature should consult a suitable qualified and authorised advisor.

PLEASE CALL US DURING UK OFFICE HOURS

ABOUT AVANTIS WEALTH

VERSION: IFS-B-1.2 31/10/14

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FREEPHONE: 0800 612 0880 LANDLINE: 01273 447 299

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