Rod Thomas is a financial and property investment professional with 30+ years experience. He is passionate about helping people transform their income in retirement, by doing far better with their existing pension and other investments. He is the Managing Director of Avantis Wealth, a specialist in high return, alternative investments. Prior to this, Rod was a Chartered Accountant for Deloitte Touche.
Rod is well-versed in end-to-end processes within the financial services industry. From pension reviews to thorough action plans, he helps clients reflect on their current financial statuses, learn about alternatives to traditional stocks and shares, and create detailed roadmaps to prosperous retirements.
If you are a company director then Rod’s approach will be of special interest. He’s developed the Financial Advantage Program (FAP), an innovative approach to helping Directors (and Partners of LLP’s) make far more from their pensions and investments, through investments that typically return 7-15% per annum, then keep more of their income and assets by thoughtful structuring of their affairs to minimize tax.
Within the pension world Rod Thomas has a focus on clients being able to take control of their own pension and make their own investment decisions. This means considering options like SSAS (Small, self-administered scheme), SIPP (Self-invested personal pension) and ROPS (Regulated overseas pension scheme).
This blog will deliver insights into pensions and retirement options, seen through the eyes of a seasoned professional in the field. Stay tuned!