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) Holdings Ltd
- Incorporated
- 17 October 2019 (7 years)
- Previously known as
- Westcotts Holdings Limited (until 26 November 2025)Thomas Westcott Holdings Limited (until 2 September 2022)This list may be incomplete. See all names on Companies House
- Industry
- Activities of financial services holding companies (64205)
- Owned by
- Accounts type
- Micro entity
- Region
- South West
- Address
- 26 - 28 Southernhay EastExeterEX1 1NS
Charges
- Total
- 5
- Outstanding
- 5
- Part satisfied
- 0
- Satisfied
- 0
Officers
Not loaded yet. See them on Companies House
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 25 November 2025
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Company Limited By Shares
Reg. no. 11051402
Holdings 1
Companies where Advanta Wealth (South West) Holdings Ltd is registered as a person with significant control
Owns 75–100% of shares
Active
Former controllers (2)
20 November 2019
Ceased Michael John Marsh — Owns 25–50% of shares
20 November 2019
Ceased Nicholas Smy — Owns 25–50% of shares
Group structure 21 shown
Ownership group derived from the Companies House PSC register
Beech Tree GP Iii Limited Owns 75–100% of shares
Advanta Invest Ltd Has significant influence or control
Advanta Solutions Ltd. Has significant influence or control
Advanta Direct Ltd Owns 75–100% of shares
Advanta Risk Ltd Owns 75–100% of shares
Advanta Wealth (South West) Holdings Ltd This company Owns 75–100% of shares
Advanta Wealth Ltd Owns 75–100% of shares
City Financial Planning Limited Owns 75–100% of shares
Genesis Financial Planning Ltd Owns 75–100% of shares
HJ Wealth Management Ltd Owns 75–100% of shares
Penney & Ruddy Holdings Limited Owns 75–100% of shares
Beech Tree General Partner Iii LLP Holds 75–100% of voting rights
Endeavour 2021 Topco Limited Owns 50–75% of shares
Endeavour 2021 Midco Limited Owns 75–100% of shares
Project Portofino Topco Limited Owns 25–50% of shares
Project Portofino Midco 1 Limited Owns 75–100% of shares
Securitas Topco Limited Owns 50–75% of shares
Securitas Midco Limited Owns 75–100% of shares
Financials
Balance sheet as at 31 March 2025 · micro entity accounts
Trend
Shareholder Funds
Balance sheet detail
| 2025 | 2024 | 2023 | |
|---|---|---|---|
| Fixed Assets | £1,000 | £1,000 | £1,000 |
| Net Assets | £1,000 | ||
| Shareholder Funds | £1,000 | £1,000 | £1,000 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 14 July 2026 | Registration of a charge | |||
| 14 February 2026 | Memorandum and Articles of Association | |||
| 4 February 2026 | Resolutions | |||
| 27 January 2026 | Registration of a charge | |||
| 27 January 2026 | Registration of a charge |
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