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Advanta Wealth (South West) Holdings Ltd

Advanta Wealth (South West) Holdings Ltd is an active company incorporated on 17 October 2019 with the registered office located in Exeter, Devon. Advanta Wealth (South West) Holdings Ltd was registered 6 years ago.
Status
Active
Active since incorporation
Company No
12267770
Private limited company
Age
6 years
Incorporated 17 October 2019
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
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 Micro Entity
Next accounts for period 31 March 2026
Due by 31 December 2026 (1 year remaining)
Address
26 - 28 Southernhay East
Exeter
Devon
EX1 1NS
United Kingdom
Same address since incorporation
Telephone
01392 288555
Email
Unreported
People
Officers
2
Shareholders
2
Controllers (PSC)
1
Director • British • Lives in England • Born in Dec 1966
Director • British • Lives in England • Born in Apr 1970
Advanta Solutions Ltd
PSC
Shareholders, PSCs & Group Structure
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Mutual Companies
Advanta Wealth (South West) Ltd
Gregory Seath is a mutual person.
Active
Genesis Financial Planning Ltd
Gregory Seath is a mutual person.
Active
Penney, Ruddy & Winter Ltd
Gregory Seath is a mutual person.
Active
Penney & Ruddy Holdings Limited
Gregory Seath is a mutual person.
Active
Advanta Invest Ltd
Gregory Seath is a mutual person.
Active
Advanta Risk Ltd
Gregory Seath is a mutual person.
Active
Advanta Wealth Ltd
Gregory Seath is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2020–2025)
Period Ended
31 Mar 2025
For period 31 Mar31 Mar 2025
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
Unreported
Same as previous period
Total Assets
£1K
Same as previous period
Total Liabilities
£0
Same as previous period
Net Assets
£1K
Same as previous period
Debt Ratio (%)
0%
Same as previous period
Latest Activity
Mr Mark Robert Pearson Appointed
12 Days Ago on 25 Nov 2025
Advanta Solutions Ltd (PSC) Appointed
12 Days Ago on 25 Nov 2025
Mark Richard Tibbert Resigned
12 Days Ago on 25 Nov 2025
Alison Jane Watts Resigned
12 Days Ago on 25 Nov 2025
Nicholas Smy Resigned
12 Days Ago on 25 Nov 2025
Sean Russell Smith Resigned
12 Days Ago on 25 Nov 2025
Jonathan Lee Mitchell Resigned
12 Days Ago on 25 Nov 2025
Peter Gordon Lomax Resigned
12 Days Ago on 25 Nov 2025
Michael John Marsh Resigned
12 Days Ago on 25 Nov 2025
Shona Elizabeth Godefroy Resigned
12 Days Ago on 25 Nov 2025
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Documents
Appointment of Mr Mark Robert Pearson as a director on 25 November 2025
Submitted on 1 Dec 2025
Termination of appointment of Jonathan Lee Mitchell as a director on 25 November 2025
Submitted on 28 Nov 2025
Withdrawal of a person with significant control statement on 28 November 2025
Submitted on 28 Nov 2025
Termination of appointment of Adam Robert Croney as a director on 25 November 2025
Submitted on 28 Nov 2025
Termination of appointment of Valerie Patricia Doyle as a director on 25 November 2025
Submitted on 28 Nov 2025
Termination of appointment of Kelly Marie Davies as a director on 25 November 2025
Submitted on 28 Nov 2025
Termination of appointment of Sean Russell Smith as a director on 25 November 2025
Submitted on 28 Nov 2025
Termination of appointment of Nicholas Smy as a director on 25 November 2025
Submitted on 28 Nov 2025
Termination of appointment of Iain Charles Andrews as a director on 25 November 2025
Submitted on 28 Nov 2025
Termination of appointment of Vanessa Colwill as a director on 25 November 2025
Submitted on 28 Nov 2025
Repayment History
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