OpenCompanies

Advanta Wealth (South West) Ltd

Company number
04342122
Status
Active
Type
Private Limited Company
Incorporated
18 Dec 2001
Nature of business
Activities auxiliary to financial intermediation n.e.c.
Corporate group
Beech Tree Gp Ii Limited (40 companies)

Registered office

26-28 Southernhay East
Exeter
Devon
EX1 1NS

Previous names

  • Thomas Westcott Financial Management Limited (until 2 Sep 2022)
  • Westcotts Financial Management Limited (until 26 Nov 2025)

Control

NameNature of controlNotifiedCeased
Seca (Exeter) Limited Ownership Of Shares 25 To 50 Percent
Voting Rights 25 To 50 Percent		 6 Apr 2016 3 Apr 2018
Mr Richard Brian Thomas Ownership Of Shares 25 To 50 Percent
Voting Rights 25 To 50 Percent		 3 Apr 2018 1 Jul 2019
Westcotts Holdings Limited Ownership Of Shares 75 To 100 Percent 20 Nov 2019

Accounts

Year ended Net assets Cash Employees
31 Mar 2025 £434,130 £543,635 19
31 Mar 2024 £273,395 £341,744 16
30 Apr 2023 £267,404 £370,270 12
30 Apr 2022 - - -
30 Apr 2021 - - -
30 Apr 2020 £96,785 £118,352 11
30 Apr 2019 £254,466 £227,840 9
30 Apr 2018 £161,624 £194,566 6
30 Apr 2017 - - -
30 Apr 2016 £88,732 £124,393 -
30 Apr 2015 £97,285 £65,592 -
30 Apr 2014 £107,893 £97,226 -
30 Apr 2013 £130,425 £33,841 -
30 Apr 2012 £417,399 £229,459 -
30 Apr 2011 - - -
30 Apr 2010 - - -
30 Apr 2009 - - -
30 Apr 2008 - - -
30 Apr 2007 - - -
30 Apr 2006 - - -
30 Apr 2005 - - -
30 Apr 2004 - - -
30 Apr 2003 - - -

Connections

Owned by

Advanta Wealth (South West) Ltd → Advanta Wealth (South West) Holdings Ltd → Advanta Solutions Ltd → Beech Tree Gp Iii Limited → Beech Tree Gp Ii Limited

Companies at the same address

Data