Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 26 September 2027
- Last conf. stmt
- 12 September 2026
Advanta Wealth (South West) Ltd
- Incorporated
- 18 December 2001 (24 years)
- Previously known as
- Westcotts Financial Management Limited (until 26 November 2025)Thomas Westcott Financial Management Limited (until 2 September 2022)TWGH Financial Management Limited (until 11 February 2004)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Accounts type
- Total exemption full
- Region
- South West
- Address
- 26-28 Southernhay EastExeterDevonEX1 1NS
Officers 4 active
Officer details are public data from the Companies House register.
Director · Appointed 25 November 2025
British
Born February 1987 (39)
Director · Appointed 25 November 2025
British
Born December 1966 (59)
Director · Appointed 25 November 2025
British
Born April 1970 (56)
Director · Appointed 1 March 2013
British
Born March 1976 (50)
Officer history (29 former)
25 November 2025
25 November 2025
25 November 2025
25 November 2025
25 November 2025
25 October 2025
9 June 2025
24 May 2023
30 April 2023
9 February 2022
9 February 2022
30 April 2021
Resigned Cresswell, Steve Amos as Director
20 November 2019
Resigned Parker, John Dobson as Director
20 November 2019
20 November 2019
20 November 2019
20 November 2019
20 November 2019
20 November 2019
20 November 2019
20 November 2019
1 July 2019
1 July 2019
6 June 2019
1 May 2019
30 April 2018
30 April 2018
17 November 2016
1 March 2016
1 March 2016
1 March 2016
20 October 2015
20 October 2015
20 October 2015
20 October 2015
Appointed Parker, John Dobson as Director
1 May 2015
1 May 2015
11 December 2014
11 December 2014
11 December 2014
11 December 2014
21 July 2014
1 May 2014
31 March 2014
31 March 2014
31 March 2014
1 March 2013
31 January 2013
6 December 2012
30 April 2012
28 November 2011
24 September 2010
Appointed Cresswell, Steve Amos as Director
24 September 2010
24 September 2010
24 September 2010
24 September 2010
18 December 2001
18 December 2001
18 December 2001
18 December 2001
18 December 2001
18 December 2001
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 20 November 2019
Owns 75–100% of shares
Private Limited Company
Reg. no. 12267770
Former controllers (2)
1 July 2019
3 April 2018
Ceased Seca (Exeter) Limited — Owns 25–50% of shares
Financials
Balance sheet as at 31 March 2025 · total exemption full accounts
- Net Assets
- £434,130
- Cash
- £543,635
- Employees
- 19
- Debt Ratio
- 37%
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2020 | |
|---|---|---|---|---|
| Fixed Assets | £9,573 | £13,287 | £13,933 | £8,966 |
| Current Assets | £683,060 | £495,458 | £498,568 | £246,164 |
| Debtors | £139,425 | £128,298 | £127,812 | |
| Cash | £543,635 | £341,744 | £370,270 | £118,352 |
| Creditors (< 1 year) | £232,028 | £158,345 | ||
| Net Current Assets | £426,951 | £263,430 | £256,955 | £87,819 |
| Net Assets | £434,130 | £273,395 | £267,404 | £96,785 |
| Shareholder Funds | £96,785 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 14 February 2026 | Memorandum and Articles of Association | |||
| 4 February 2026 | Resolutions | |||
| 15 December 2025 | Termination of appointment of a director | |||
| 1 December 2025 | Appointment of a director | |||
| 1 December 2025 | Appointment of a director |
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