THE RICHER RETIREMENT SPECIALISTS

LAKE WINDERMERE INVESTMENT OPPORTUNITY

HOTELS &

RESORTS

a Minimum £10,000a Average return of 8%a Investment term 6 yearsa Bonds secured against full value of assetsa SIPP and SSAS approveda Restricted investment subject to status

WHY WE LIKE IT

“The hotel operator’s management team

have combined industry experience of 80 years”

Investors will receive a fixed annual interest payment of 5% and a capital uplift of 15% on redemption of the Bonds, this equates to an average annual return on their investment of 8%. The first interest payment will be received on the first anniversary of the earlier of the Full Subscription or the Long Stop Date with payments continuing annually thereafter. Investors’ first interest payment will be paid pro-rata from the date of their initial investment.

The Hotel is located in Bowness-on-Windermere, a busy town situated within the Lake District National Park. Due to its elevated, prominent position on the hillside of Bowness-on-Windermere, the Hotel boasts spectacular panoramic views of the UK’s largest natural lake. The Lake District National Park is one of the UK’s premier tourist destinations with inbound tourists numbering an average of 15.5 million per year.

F FIXED INCOME: Yes.

See Key Features for rates.

R REGULAR HIGH INCOME: Yes.

Income paid annually in arrears.

E EXIT STRATEGY: Yes.

Redeemable on the sixth anniversary of the

full subscription or the Long Stop Date.

S SECURITY: Yes. Secured on the underlying

real estate.

H HANDS OFF MANAGEMENT: Yes.

No involvement needed.

F.R.E.S.H. INVESTMENT

IMPRESSIVE 75% – 80% AVERAGE OCCUPANCY RATES

HOTEL AMENITIES• 84 Bedrooms - many of them with spectacular

views of the lake• Private Dining for up to 300 people• Hydro spa, swimming pool, sauna, spa bath and gym• 6 Function Rooms - the largest of which

accommodates up to 200 guests

The Hotel will be managed by Fountain Leisure, a well-established hotel operator whose management team have a combined experience of over 80 years in the industry. They are able to demonstrate a proven track record in maximising returns on investment and are experienced in turnarounds and refurbishments of hotels. The Management Company will oversee the refurbishment of the Hotel, whilst identifying business goals and implementing a strategic management plan.

The family, who have owned and managed the Hotel for the past 30 years, are now looking to retire. The Hotel is already performing in line with local averages, however it is the Directors’ belief that the Management Company’s expertise, coupled with the planned refurbishment and the popularity of the Lake District as a tourist destination, the Hotel will experience a significant uplift in profitability.

KEY FEATURESMINIMUM £10,000

ANNUAL RETURNS (NET BEFORE TAX) 8% average

CAPITAL GROWTH POTENTIAL No

OPTION TO ‘ROLL UP’ INTEREST? No

LOCATION UK

INVESTMENT TERM 6 Years

INVESTMENT TYPEIndirect participation. This is a corporate bond.

CURRENCY GBP (no currency risk).

SPECIAL FEATURES - Established business.- Fully secured on underlying asset.- 15% capital uplift on redemption.

AVAILABLE TO CASH INVESTORS? Yes

AVAILABLE TO PENSION INVESTORS? Yes (subject to IFA approval).

INVESTMENT RISK - Business ceases trading- Contractual income not met- Lack of liquidity

“THE LAKES ATTRACT 15.5 MILLION TOURISTS PER YEAR”

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

FIND OUT MORE

FREEPHONE: 0800 612 0880 LANDLINE: 01273 447 299

INVEST@AVANTISWEALTH.COM WWW.AVANTISWEALTH.COM

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