AVANTIS WEALTH

The Plutus Portfolio is a division of Avantis Wealth, offering high net worth clients the opportunity to participate in exclusive investments offering superior returns.

Avantis Wealth are specialists in high income, alternative investments. We help clients achieve market leading returns from their pensions, investments and savings, potentially leading to greater financial security and a better quality of life.

The company was created as a direct reaction to the poor performance of the conventional investment sector and our belief that alternative investments can offer high income at low to moderate risk. This model provides investors with the opportunity to improve their income either now or in retirement.

Mission

The Plutus Portfolio aims to challenge the status quo within the wealth management sector, by offering superior, predictable returns. Put simply; we offer certainty in place of stock market volatility.

THE TEAM

Paul Beard FPC MAQ
Managing Director

Paul qualified as a financial advisor in 1996 and is also a property investor buying his first buy to let at University in 1987. Paul has worked as an advisor since 1996 including working with many well-known and high profile clients. Paul is a qualified Quality Auditor showing an important eye for detail and due diligence.

Rod Thomas FCA
Chairman

Rod qualified as a Chartered Accountant in the 1970s, and is a serial property investor and developer. Since 1982 he has invested in residential and commercial property both in the UK and internationally, developing his own international portfolio of property. Rod Thomas is the author of: “The Property Investment Profit System”, and “The Pensions Disaster & How To Plan For A Secure Retirement”. To read more about Rod Thomas, please visit: www.rodthomas.co.uk, www.rodthomasinvestment.co.uk, www.rodthomaspensions.co.uk

Catherine Morgan FCA
Principal Consultant

Catherine qualified as a Chartered Accountant in 2000 with Ernst & Young. She spent 15 years working in international FTSE100 businesses including Diageo, Marks & Spencer and Intertek, in a number of senior corporate governance roles including Head of Internal Audit and Risk Management. Catherine came to Avantis Wealth in 2013 as a private client, and in 2016 set up her own business to help introduce new clients to the Plutus Portfolio.

CONTACT

Working with us

Work with Avantis Wealth and benefit from our extensive range of alternative investments together with the exclusive Plutus Portfolio. The senior management team comprises a close-knit group of investment professionals with more than 90 years of combined experience.

The team maintains an outstanding network of alternative and asset-backed investment providers, routes to market and property professionals. These are vital in uncovering new market-leading alternative investment opportunities for our clients.

Meet the team

We believe in ‘old-fashioned’ face-to-face relationships and would be pleased to visit you in London or South East England. Alternatively, we welcome you to our office at 8 The Drive, Hove, East Sussex, BN3 3JA

Arrange a Meeting

To arrange a meeting to discuss the exclusive Plutus Portfolio investment opportunities please:
Phone: +44 (0)1273 447299
Email: invest@plutusportfolio.com

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