Westbrooke Associates
Founded by independent, experienced agents and compliance executives with backgrounds in the financial districts of London and Gibraltar, Westbrooke Associates represent over 200 years of industry experience.
| Key Information | |
| Business Type: | B2C Finance |
| Nature Of Business: | SEIS & EIS Investment Opportunities |
| Available Locations: | UK Wide |
| Min Investment Req: | £5,000 |
| Training Provided: | N/A |
| Time Commitment: | No Time Commitment |
| Home Based: | Yes |
Incorporated during the post-pandemic, we onboarded existing clients, companies and individuals enabling us to provide sound investment opportunities in corporate equity.
With offices in both Gibraltar and the UK, we provide opportunities with excellent track records, focussing on areas that include sustainability and the environment, technology platforms and digital financial markets. Specifically targeting relevant investments for today’s marketplace, we streamline the entire process and make your informed investment experience cost-effective and secure.
Servicing investors with opportunities designed to create excellent market penetration and with those that we believe have a strong management team behind them, our range of investments incorporate strong financial plans that can lead to long term growth.
Forecast to continue and exponentially grow, Brosé is the fastest growing and strongest trending wine category globally. With an increase in Provence rosé sales across the board, Gen Z social media-savvy millennials are dominating wine consumption and choosing affluent wine brands to align with. Equally, over recent years, rosé consumption has increasingly spread across the male demographic. It was this market niche that stimulated the vision for a masculine rosé wine.
Founded in March 2019, Brosé Wine Ltd is a rosé wine that’s aimed towards the male market and is set to become the next male beverage of choice.With a high-end look and feel, whilst still being financially attainable, the Brosé Wine brand appeals to aspirational males who want to be associated with a more sophisticated drink.
No other rosé wines are competing within this space. This differentiates Brosé Wine, gives them a major head-start and provides a successful opportunity for rapid growth.
INVESTOR OVERVIEW
- HMRC Seed Enterprise Investment Scheme (SEIS) approved: offering 50% tax relief (first £150,000 of raise)
- Enterprise Investment Scheme (EIS) approved: offering 30% tax relief (remainder of raise)
- £1.7 million raise for 25% of the company
- Company valuation of £8 Million (upon completion of raise)
- All post raise net revenue will be re-invested (until December 2025)
- Dividends from January 2026 (paid annually)
- Company sale: 2027/28
- Share price to reach a predicted rise from £0.50p to £5.51 at point of sale
PRODUCT INFORMATION
Dry, crisp and light-bodied rosé- Attainable price
- Suitable for vegans
- Aroma of red berries, hint of grapefruit alongside beautiful aromatic and mineral notes
- Grenache dominant blend of five grape varieties:
- Grenache (40%)
- Syrah (15%)
- Cinsault (15%)
- Cabernet Sauvignon (15%)
- Rolle (15%)
- Brosé divider image
COMPANY HIGHLIGHTS
- Established in March 2019—now at revenue stage
- Contracts are already in place and more are continuing to develop
- Distribution contracts already secured in Europe, Africa, the Middle East and the UK
- Available via on-line platforms including Shopify and Amazon Prime
- Pre-planning in place for new product line/s
- Trademarks set up with further trademarks planned
- Established celebrity endorsements, influence marketing and press attention
- Recently featured in national press, on LBC Radio and ITV’s This Morning
ENTERPRISE INVESTMENT SCHEME BENEFITS (EIS)
- 30% income tax relief on investment
- Claim against the current or previous tax year
- No Capital Gains Tax (if you dispose of the shares after three years)
- Capital Gains Tax Deferral on existing liabilities (on outstanding or those due within three years) Shares are exempt from Inheritance Tax (after two years)
Loss Relief if any losses incurred (on disposal of shares) at your current personal tax rate EIS Scheme fully approved by UK Government
NOTE: You must hold your shares for the qualifying 3-year period to take advantage of these tax advantages.
The Company
Following a landmark judicial review, KWS Law Limited underwent restructuring on May 13th, 2023, as a Special Purpose Vehicle (SPV) to facilitate the review and benefit mutual clients.
As such, KWS Litigation was founded as a trading style of KWS Law—an Alternative Business Structure that allows them to provide more choice, innovation and transparency.
Regulated by the Solicitors Regulation Authority, (SRA: 830165), KWS are an agile and client-centric law firm focused on identifying legitimate litigation claims. Their mission is to equalise the legal landscape by providing financial support and legal expertise to litigation clients. They aim to rectify the disparity in the courtroom between individuals and large corporations.
Additionally, their capacity for individual investors has empowered them to provide outstanding returns. They effectively disrupt the dominance of major funders that exclusively back large enterprises.
Investor Highlights
- The average term is 12 months, in contrast to the significantly longer timeframes associated with typical private equity deals.
- The investment has no direct correlation with conventional financial markets, safeguarding against market fluctuations and volatility.
- The stringent selection process only accepts cases vetted by an FCA-regulated claims management company, along with legal opinion from an independent barrister confirming the highest probability of a successful outcome.
- The litigation and consumer protection regulatory requirements are compliantly adhered to throughout the process.
- The High Court’s decision to uphold the Finance Ombudsman Service’s ruling, sets a legal precedent and carries ultimate legal weight. The judicial review secured a positive outcome for these litigation claims.
- The unique nature of litigation funding carries the potential to generate notably larger returns when compared to other alternative asset classes.
- Minimum investment: £18,000, generating a 20% return.
- Pro Rata Returns: between 20% and 25% per annum, depending on the amount invested.
- The returns to the investor are calculated at a pro rata daily rate and will commence 14 days following the successful clearance of investors’ funds in the KWS Law client account.
- The investor receives the principal amount along with the pro rata annual rate on completion of a successful outcome.
- Each investment is underwritten by an insurance bond, which is issued by an FCA-regulated insurance broker which indemnifies the investor against unsuccessful outcomes. This allows the investor to receive the principal amount in- vested via the insurance bond giving the option to re-invest at any stage.
Kelly KWS Law Limited
Solicitors Regulation Authority (SRA) regulated law firm (SRA number830165). Neil Davis-Berkeley is the Founder and Managing Director. Caroline June Kerswell is the Solicitor and Director regulated by the SRA.
The Insurance Bond
- Operates within an SRA-compliant model backed by the current case law of England and Wales.
- Offers 100% capital protection.
- Issued through Amberis, a trading style of Parker Colby Insurance Brokers Ltd.
- Parker Colby Insurance Brokers Ltd is authorised and regulated by the Financial Conduct Authority (FCA: 300069).Hobbs – Nottingham, Derby and Sheffield.
The Company
We are very excited to welcome you to the world of BROSKI. Founded in August 2023, a next generation whisky brand that is here to stir things up in the whisky business and get heads turning! The brand embodies the refinement and exquisite taste of scotch whisky from the Scottish Highlands.
As a modern whisky brand, BROSKI will disrupt the whisky market with a product that appeals to a younger generation of drinkers who are looking for a minimal and contemporary whisky brand that is stylish and trendy. We are perfectly positioned to break the mould of traditional whisky’s that look dated and unappealing. BROSKI is here to make those changes and benefit from them.
It is estimated that 20 – 45-year-olds now make up 48% of the global consumer base. They have significant purchasing power, equating to over $140 billion worth of spending worldwide.
This presents a significant target audience for new scotch whisky brands and the time is right for BROSKI to make this market its own.
Investor Overview
- HMRC Seed Enterprise Investment Scheme (SEIS) approved: offering 50% tax relief
- £250,000 raise for 8.33% of the company via SEIS
- Company valuation of £3 Million (upon completion of raise)
- All post raise net revenue will be re-invested (until December 2026)
- Dividends from January 2027
- Company sale: Between 2027 &2029
- Share price to reach a predicted rise from £0.05p to an estimated £0.58p at point of sale
The Investment
- Minimum Investment £5,000
- Buy in share price at £0.05p would give you 100,000 shares
- Exit plan to sell the company between 2027 – 2029 at £35 million based on the current value of the global whisky market totalling £60.5 billion
- Share price upon sale of company estimated at £0.58p
- 100,000 shares x £0.58p = £58,000
SEIS:
- Highly Attractive UK Tax Relief – Available On The First £250,000 Of Investment
- 50% Tax Relief for current or previous Tax Year
- 50% Capital Gains write off from current Tax Year
- No Inheritance Tax after 2 years
- No Capital Gains or Income Tax on any profits from the sale of the shares
- Loss Relief on any monies lost from the sale of shares at your current tax rate
- Monies must remain in the company for 3 years to benefit from the above
Company Valuation
The founder of Brosé Wine Ltd., now serving as the CEO of BROSKI, is already a successful entrepreneur, bringing huge success and international recognition to both endeavours. Brosé Wine, a well-established global brand, serves as a crucial route to market for BROSKI. The global whiskey market is worth over £60.5 billion and as such, BROSKI will be:
- Listed on www.rangeme.com – The UK’s biggest platform for connecting suppliers and buyers, including all major supermarkets such as Waitrose and Tesco.
- Forecast to turnover £195,000 in the first 12 months of trading
- Securing the BROSKI brand already in place by achieving £5,000 worth of trademarks
- Endorsed by celebrities and a growing social media following
- Listed across the UK on Amazon Prime and www.broskiclub.com
- Company valuation – £3,000,000 – Awarded and certified by Thomas & Young Chartered Accountants
Airspace Developments
Castlemere Developments is behind the launch of a pioneering new airspace development business that creates aspirational and affordable modular penthouse living environments for the private residential market across London and the South East.
The first two airspace modular projects have already been completed with Hamilton Court in Tunbridge Wells and Howard Court in Peckham Rye; delivering eleven units and three units, respectively. Using technology and modern construction methods, we create untapped value in existing residential and mixed-use buildings in high-density locations. We do this by utilising their unused rooftops.
Working in collaboration with leading modular construction companies, we factory build high specification low-cost con- temporary penthouse apartments off-site. Once complete, these apartments are transported to the site, before being craned into position.
The entire cycle from design, construction to delivery and completion of the development is six months—compared to the typical 15-18 months of a standard new build development.The significantly shorter timeframe and certainty of build costs ensure we reduce our exposure to market-driven forces while minimising risk.
Consequently, this enables us to increase returns for our stakeholders. Castlemere Developments also offers a unique proposition—delivering well-designed, contemporary new-build penthouse living environments to the market without the attached premium. As a comparison, our homes are delivered up to 30% cheaper and are priced similarly to older market stock.
Experts estimate rooftop builds or “airspace development” could support 630,000 homes on the roofs of London’s municipal buildings. London Evening Standard
Investment Overview
- The management team have a long and extensive track record in land acquisition, construction and development.
- 20 million pounds of development in the last 18 months.
- £250,000 raise via the subscription of 50 bonds at £5,000 per bond.
- Minimum investment of £15,000 (3 bonds), multiples of £5,000 thereafter.
- The project has full planning permission approval and is ready to commence.
- 12% fixed interest for one year.
- 14% fixed interest for two years.
- Interest paid monthly.
- Repayments secured against the new build.
- Appointed trustees to monitor the investment on behalf of the bondholders.
- Above average industry profit margins providing greater levels of protection for investors.
- Contracts with modular construction suppliers are underpinned by bank guarantees.
Security
All monies raised will secured by way of debenture, which will be monitored by independent trustees appointed to act on behalf of investors. The company will then provide a loan secured over the property, providing investors with an extra layer of security.
Trustee
UCAT services have been appointed as bond trustees. As trustees, they have prepared all the security documentation and will monitor the investment on behalf of bondholders.
Project Overview: Faster. Safer. Environmentally Friendly. Morally Responsible
- Off-site factory construction allows for much faster construction: around four months, including detailed design.
- Provides a higher quality product: modules are assembled in strict factory-controlled conditions.
- Reduces waste by approximately 50% compared to traditional methods: this efficiency stems from the controlled factory environment where modules are manufactured.
- Energy efficiency represents a significant sustainability feature in modular construction: highly efficient insulation materials enhance the energy performance, each equipped with heat pumps and devoid of fossil fuel-burning appliances.
- Significantly reduces pollution: unlike traditional methods, the factory-based process for constructing modular buildings generates less waste and pollution. In a controlled factory environment, waste products can be tracked and disposed of responsibly. Moreover, the lighter weight of modular construction materials helps lower emissions during delivery and transport.
- Offers safer working conditions compared to traditional on-site building methods: workers in modular fabrication facilities face fewer risks than on conventional construction sites. Modular construction occurs in quality-controlled factory environments, where specialised machinery is used to manufacture buildings off-site.
- Minimises disruption to the surrounding community: these projects typically require less space for workers, traffic and material storage. Additionally, the on-site construction phase is shorter, resulting in reduced noise and air pollution for neighbouring communities.
- Castlemere Developments strives to achieve A-rated EPC certificates—the highest rating awarded.
- As London grows more expensive, and with plots themselves in short supply, it is no wonder that even the most unlikely sites are viewed as having lucrative development potential.
Media Hub
News
No content to display
Videos
No content to display
Blog
No content to display
Success Stories
No content to display
Customer Reviews
No content to display
