Filing status
- Accounts due
- 29 February 2028
- Last accounts
- 31 May 2026
- Conf. stmt due
- 14 May 2027
- Last conf. stmt
- 30 April 2026
Advance Financial Planning (South West) Ltd
- Incorporated
- 27 March 2009 (17 years)
- Previously known as
- Advance Financial Planning (Ifas-South West) Limited (until 30 August 2014)This list may be incomplete. See all names on Companies House
- Industry
- Other activities auxiliary to insurance and pension funding (66290)
- Directors
- Paddy Kerwin
- Owned by
- Nicola Anne KerwinPatrick Byrnes Kerwin
- Accounts type
- Micro entity
- Region
- South West
- Address
- Cypress House Brimley RoadBovey TraceyNewton AbbotTQ13 9DH
Officers 3 active
Officer details are public data from the Companies House register.
Kerwin, Paddy
Secretary · Appointed 27 March 2009
British
Director · Appointed 27 March 2009
British
Born June 1960 (66)
Kerwin, Paddy
Director · Appointed 27 March 2009
British
Born August 1943 (83)
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
British
Born June 1960 (66)
Patrick Byrnes Kerwin
Individual · Notified 1 June 2016
Owns 25–50% of shares
Holds 25–50% of voting rights
British
Born August 1943 (83)
Financials
Balance sheet as at 31 May 2026 · micro entity accounts
- Net Assets
- £6,534
- Employees
- 3
- Debt Ratio
- 43%
- Current Ratio
- 0.8x
Trend
Net Assets
Balance sheet detail
| 2026 | 2025 | 2024 | 2023 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £0 | £1,250 | £7,680 | £14,200 | £21,338 | £1,617 |
| Current Assets | £11,554 | £11,729 | £5,758 | £16,629 | £45,311 | £25,207 |
| Creditors (< 1 year) | £14,582 | £5,302 | £5,976 | £10,899 | £28,650 | £7,025 |
| Creditors (> 1 year) | £0 | £10,000 | ||||
| Net Current Assets | £6,534 | £7,429 | £7,584 | £7,418 | £19,688 | £18,182 |
| Net Assets | £6,534 | £8,679 | £15,264 | £21,618 | £31,026 | £19,799 |
| Shareholder Funds | £6,534 | £8,679 | £15,264 | £21,618 | £31,026 | £19,799 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 30 June 2026 | Micro company accounts | 31 May 2026 | ||
| 28 May 2026 | Confirmation statement with no updates | 30 April 2026 | ||
| 27 May 2026 | Change of details for a person with significant control | |||
| 27 May 2026 | Change of details for a person with significant control | |||
| 18 February 2026 | Micro company accounts | 31 May 2025 |
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