Ltd Facts The UK company register, as filed

Register entry · No. 04342122

ADVANTA WEALTH (SOUTH WEST) LTD

Active Private Limited Company Incorporated 18 Dec 2001

Checks

No warning signs 10 clear · 4 can't tell yet

What was checked
  • Can't tell
    Insolvency

    The filing history can't be read just now.

    Filing history
  • Can't tell
    Strike-off notices

    The filing history can't be read just now.

    Filing history (The Gazette notices) · What this means
  • Can't tell
    Year-end changes

    The filing history can't be read just now.

    Filing history (form AA01)
  • Can't tell
    Office moves

    The filing history can't be read just now.

    Filing history (form AD01)
  • Clear
    Company status

    Active.

    Companies House register
  • Clear
    Accounts on time

    Next due 31 Dec 2026.

    Companies House register
  • Clear
    Confirmation statement on time

    Next due 26 Sep 2027.

    Companies House register
  • Clear
    Disqualified directors

    None of the 4 current officers checked are disqualified.

    Companies House disqualified directors register · See it
  • Clear
    Directors

    4 current directors; 2 left in the last 12 months.

    Officers on the register · See it
  • Clear
    Owners

    1 owner on file.

    People with significant control · See it
  • Clear
    Last filed accounts

    Net assets £434,130.

    Accounts to 31 Mar 2025 · See it
  • Clear
    Charges

    None registered.

    Companies House register
  • Clear
    Trading history

    Incorporated 18 Dec 2001 (24 years ago).

    Companies House register
  • Clear
    Name changes

    2 earlier names, none in the last year.

    Names over time

From the public register, filing history, officers, owners and filed accounts, as of 12 Nov 2026. Not a credit score or advice: open the filings before relying on them. JSON

  1. Registered office

    26-28 SOUTHERNHAY EAST, EXETER, DEVON, EX1 1NS

    As filed with Companies House.

  2. Nature of business

    • 64999 Financial intermediation not elsewhere classified

  3. Accounts

    Next due
    31 Dec 2026
    Last made up to
    31 Mar 2025
    Type
    TOTAL EXEMPTION FULL

  4. Confirmation statement

    Next due
    26 Sep 2027
    Last made up to
    12 Sep 2026

  5. Charges

    Outstanding
    0
    All time
    0

  6. Names

    1. ADVANTA WEALTH (SOUTH WEST) LTD current
    2. WESTCOTTS FINANCIAL MANAGEMENT LIMITED earlier
    3. THOMAS WESTCOTT FINANCIAL MANAGEMENT LIMITED earlier

Figures

Year endTurnoverProfitCashNet assetsStaff
31 Mar 2025 not published not published £543,635 £434,130 19
31 Mar 2024 (11 months) not published not published £341,744 £273,395 19
30 Apr 2023 not published not published £370,270 £267,404 16
30 Apr 2022 * not published not published £379,377 £238,398 12
30 Apr 2020 not published not published £118,352 £96,785 12
30 Apr 2019 not published not published £227,840 £254,466 11

* From the following year's accounts (prior-year figures).

Public contracts

No contracts found on Find a Tender under this company number.

Matching is by Companies House number only, so contracts filed without the number are not shown.

Contains public sector information licensed under the Open Government Licence v3.0. Source: Find a Tender award notices. JSON

People

Officers All 34, with past →

NameRoleAppointedResignedBornNationality · lives in
Iain Charles Andrews Financial Adviser Director 1 Mar 2013 — March 1976 British · England
Gregory Seath Director 25 Nov 2025 — April 1970 British · England
Mark Robert Pearson Director 25 Nov 2025 — December 1966 British · United Kingdom
Kevin James D'Arcy Director 25 Nov 2025 — February 1987 British · Scotland

Owners and controllers All 4, with past →

NameControlNotifiedCeasedBornNationality · lives in
Advanta Wealth (South West) Holdings Ltd company · 12267770 · England Ownership of shares 75 to 100 percent 20 Nov 2019 — —

From the public register. We show month and year of birth only, and no addresses. Privacy and your data

Ask about this company

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Questions

Is ADVANTA WEALTH (SOUTH WEST) LTD still trading?

The register shows ADVANTA WEALTH (SOUTH WEST) LTD as active.

What does ADVANTA WEALTH (SOUTH WEST) LTD do?

It files the industry code 64999 (Financial intermediation not elsewhere classified).

When was ADVANTA WEALTH (SOUTH WEST) LTD set up?

It was incorporated on 18 December 2001.

When are ADVANTA WEALTH (SOUTH WEST) LTD's accounts due?

Next accounts are due by 31 December 2026. The last accounts were made up to 31 March 2025.

When is ADVANTA WEALTH (SOUTH WEST) LTD's next confirmation statement due?

By 26 September 2027.

Who runs ADVANTA WEALTH (SOUTH WEST) LTD?

ADVANTA WEALTH (SOUTH WEST) LTD has 4 current directors. They're listed under People on this page.

Similar companies

Same industry code (64999), active, set up around the same time. More in this industry →

  1. NI042149 MORTGAGE APPLICATIONS LIMITED Active Private Limited Company Inc. 28 Dec 2001 64999 · Financial intermediation not elsewhere classified
  2. 04345644 ALTIUS CORPORATE DESIGN AND BUILD LIMITED Active Private Limited Company Inc. 27 Dec 2001 64999 · Financial intermediation not elsewhere classified
  3. 04345596 COLOMBO EXCHANGE COMPANY LIMITED Active Private Limited Company Inc. 27 Dec 2001 64999 · Financial intermediation not elsewhere classified
  4. 04344764 GLOBAL REACH PARTNERS LIMITED Active Private Limited Company Inc. 21 Dec 2001 64999 · Financial intermediation not elsewhere classified
  5. 04343938 ESSEX FINANCIAL PLANNERS UK LTD Active Private Limited Company Inc. 20 Dec 2001 64999 · Financial intermediation not elsewhere classified

The file

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Source: Companies House, data file of 2026-11-01 and its live updates. View on Companies House