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Advanta Wealth (South West) Ltd

Advanta Wealth (South West) Ltd is an active company incorporated on 18 December 2001 with the registered office located in Exeter, Devon. Advanta Wealth (South West) Ltd was registered 23 years ago.
Status
Active
Active since incorporation
Company No
04342122
Private limited company
Age
23 years
Incorporated 18 December 2001
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Confirmation
Submitted
Dated 20 November 2025 (17 days ago)
Next confirmation dated 20 November 2026
Due by 4 December 2026 (12 months remaining)
Last change occurred 17 days ago
Accounts
Submitted
For period 1 Apr31 Mar 2025 (12 months)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2026
Due by 31 December 2026 (1 year remaining)
Address
26-28 Southernhay East
Exeter
Devon
EX1 1NS
Same address for the past 19 years
Telephone
01392288555
Email
Available in Endole App
People
Officers
5
Shareholders
1
Controllers (PSC)
1
Director • Financial Adviser • British • Lives in England • Born in Mar 1976
Director • British • Lives in UK • Born in Dec 1966
Director • British • Lives in Scotland • Born in Feb 1987
Director • Financial Adviser • British • Lives in England • Born in May 1964
Director • British • Lives in England • Born in Apr 1970
Shareholders, PSCs & Group Structure
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Mutual Companies
Genesis Financial Planning Ltd
Kevin James D'Arcy and Gregory Seath are mutual people.
Active
Penney, Ruddy & Winter Ltd
Kevin James D'Arcy and Gregory Seath are mutual people.
Active
Advanta Risk Ltd
Kevin James D'Arcy and Gregory Seath are mutual people.
Active
Advanta Wealth Ltd
Kevin James D'Arcy and Gregory Seath are mutual people.
Active
Penney & Ruddy Holdings Limited
Gregory Seath is a mutual person.
Active
Advanta Wealth (South West) Holdings Ltd
Gregory Seath is a mutual person.
Active
Advanta Invest Ltd
Gregory Seath is a mutual person.
Active
Advanta Direct Ltd
Kevin James D'Arcy is a mutual person.
Active
Brands
Westcotts
Westcotts is a firm of Chartered Accountants and Business Advisers in the UK, providing services to businesses and individuals across the South West for over 30 years.
Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
31 Mar 2025
For period 31 Mar31 Mar 2025
Traded for 12 months
Cash in Bank
£543.64K
Increased by £201.89K (+59%)
Turnover
Unreported
Same as previous period
Employees
19
Same as previous period
Total Assets
£692.63K
Increased by £183.89K (+36%)
Total Liabilities
-£258.5K
Increased by £23.15K (+10%)
Net Assets
£434.13K
Increased by £160.74K (+59%)
Debt Ratio (%)
37%
Decreased by 8.94% (-19%)
Latest Activity
Mr Kevin James D'arcy Appointed
12 Days Ago on 25 Nov 2025
Mr Mark Robert Pearson Appointed
12 Days Ago on 25 Nov 2025
Shona Elizabeth Godefroy Resigned
12 Days Ago on 25 Nov 2025
Peter Gordon Lomax Resigned
12 Days Ago on 25 Nov 2025
Mr Gregory Seath Appointed
12 Days Ago on 25 Nov 2025
Confirmation Submitted
17 Days Ago on 20 Nov 2025
Full Accounts Submitted
2 Months Ago on 7 Oct 2025
David Andrew Hammond Resigned
6 Months Ago on 9 Jun 2025
Full Accounts Submitted
11 Months Ago on 17 Dec 2024
Confirmation Submitted
1 Year Ago on 20 Nov 2024
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Documents
Appointment of Mr Kevin James D'arcy as a director on 25 November 2025
Submitted on 1 Dec 2025
Appointment of Mr Mark Robert Pearson as a director on 25 November 2025
Submitted on 1 Dec 2025
Termination of appointment of Peter Gordon Lomax as a director on 25 November 2025
Submitted on 28 Nov 2025
Termination of appointment of Shona Elizabeth Godefroy as a director on 25 November 2025
Submitted on 28 Nov 2025
Appointment of Mr Gregory Seath as a director on 25 November 2025
Submitted on 28 Nov 2025
Certificate of change of name
Submitted on 26 Nov 2025
Confirmation statement made on 20 November 2025 with updates
Submitted on 20 Nov 2025
Total exemption full accounts made up to 31 March 2025
Submitted on 7 Oct 2025
Termination of appointment of David Andrew Hammond as a director on 9 June 2025
Submitted on 9 Jun 2025
Total exemption full accounts made up to 31 March 2024
Submitted on 17 Dec 2024
Repayment History
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