Website & contact details
- Website
Advance Platform Ltd
- Incorporated
- 8 December 2017 (8 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Owned by
- Accounts type
- Full
- Region
- South West
- Address
- No 1 Bath Quays1 Foundry LaneBathBA2 3GZ
Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 21 December 2026
- Last conf. stmt
- 7 December 2025
Charges
- Total
- 1
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 1
Officers 3 active
Officer details are public data from the Companies House register.
Director · Appointed 21 February 2025
British
Born October 1970 (56)
Director · Appointed 17 March 2021
British
Born July 1989 (37)
Director · Appointed 14 June 2018
British
Born October 1978 (48)
Officer history (4 former)
15 July 2025
Resigned Chatt, Sarah Jane as Secretary
21 February 2025
21 February 2025
17 March 2021
17 March 2021
26 February 2021
1 August 2020
Appointed Chatt, Sarah Jane as Secretary
31 May 2020
28 March 2019
14 June 2018
8 December 2017
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 17 December 2017
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Limited Company
Reg. no. 07147142
Group structure 16 companies
Ownership group derived from the Companies House PSC register
FTS Venus Ltd Owns 50–75% of shares
Advance Platform Ltd This company Owns 75–100% of shares
Affuture Financial Limited Owns 75–100% of shares
Money Wise Independent Financial Advisers Limited Owns 75–100% of shares
Fidelius Employee Benefits Ltd Owns 75–100% of shares
Fidelius Group Ltd Owns 75–100% of shares
JSM (Bridgwater) Ltd Owns 75–100% of shares
Chartered Financial Management (UK) Limited Owns 75–100% of shares
Parallel Capital Ltd Owns 75–100% of shares
Robson Taylor Independent Financial Advisers Ltd Owns 75–100% of shares
Timothy James & Partners Holdings Limited Owns 75–100% of shares
Timothy James & Partners Limited Owns 75–100% of shares
Timothy James Consultancy Limited Owns 75–100% of shares
Vobis Limited Owns 25–50% of shares
Silver Levene Financial Limited Owns 25–50% of shares
Financials
Balance sheet as at 31 March 2025 · full accounts
- Net Assets
- £1,119,810
- Cash
- £86,178
- Turnover
- £721,113
- Profit
- £531,434
- Current Ratio
- 14.2x
- Return on Equity
- 47%
Balance sheet detail
| 2025 | |
|---|---|
| Current Assets | £1,204,711 |
| Cash | £86,178 |
| Creditors (< 1 year) | £84,901 |
| Net Current Assets | £1,119,810 |
| Net Assets | £1,119,810 |
| Shareholder Funds | £1,119,810 |
| Turnover | £721,113 |
| Gross Profit | £721,113 |
| Admin Expenses | £88,248 |
| Operating Profit | £632,865 |
| Tax | £101,431 |
| Profit for Period | £531,434 |
What Advance Platform say about themselves
“Providing modern technology for forward-thinking advisers, wealth managers and financial planners.”
Filings 37
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 23 October 2026 | Director's details changed | |||
| 16 January 2026 | Confirmation statement with updates | 7 December 2025 | ||
| 8 January 2026 | Change of details for a person with significant control | |||
| 19 December 2025 | Full accounts | 31 March 2025 | ||
| 15 July 2025 | Termination of appointment of a secretary |
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