{ "company_number": "04342122", "name": "Advanta Wealth (South West) Ltd", "url": "/company/04342122", "status": "Active", "is_active": true, "company_type": "Private Limited Company", "incorporated_on": "2001-12-18", "dissolved_on": null, "sic_codes": [ { "code": "66190", "description": "Activities auxiliary to financial intermediation n.e.c.", "section": "K", "section_name": "Financial and insurance activities", "url": "/sic/66190" } ], "registered_address": { "id": 1227908, "url": "/address/1227908", "line1": "26-28 SOUTHERNHAY EAST", "line2": "EXETER", "post_town": "DEVON", "county": "", "country": "", "postcode": "EX1 1NS" }, "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/04342122", "previous_names": [ { "name": "Thomas Westcott Financial Management Limited", "ceased_on": "2022-09-02" }, { "name": "Westcotts Financial Management Limited", "ceased_on": "2025-11-26" } ], "care_of": "", "po_box": "", "country_of_origin": "United Kingdom", "accounts": { "next_due": "2026-12-31", "last_made_up": "2025-03-31", "category": "TOTAL EXEMPTION FULL", "filings": [ { "url": "/company/04342122/accounts/2025-03-31", "made_up_date": "2025-03-31", "period_start": "2025-03-31", "period_end": "2025-03-31", "entity_name": "Westcotts Financial Management Limited", "dormant": false, "average_employees": "19.00", "tangible_fixed_assets": "9573.00", "debtors": "139425.00", "cash_bank_in_hand": "543635.00", "current_assets": "683060.00", "creditors_due_within_one_year": "256109.00", "creditors_due_after_one_year": null, "net_current_assets_liabilities": "426951.00", "total_assets_less_current_liabilities": "436524.00", "net_assets_liabilities": "434130.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": null, "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-October2025.zip" }, { "url": "/company/04342122/accounts/2024-03-31", "made_up_date": "2024-03-31", "period_start": "2024-03-31", "period_end": "2024-03-31", "entity_name": "Westcotts Financial Management Ltd", "dormant": false, "average_employees": "16.00", "tangible_fixed_assets": "13287.00", "debtors": "153714.00", "cash_bank_in_hand": "341744.00", "current_assets": "495458.00", "creditors_due_within_one_year": "232028.00", "creditors_due_after_one_year": null, "net_current_assets_liabilities": "263430.00", "total_assets_less_current_liabilities": "276717.00", "net_assets_liabilities": "273395.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": null, "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-December2024.zip" }, { "url": "/company/04342122/accounts/2023-04-30", "made_up_date": "2023-04-30", "period_start": "2023-04-30", "period_end": "2023-04-30", "entity_name": "Westcotts Financial Management Ltd", "dormant": false, "average_employees": "12.00", "tangible_fixed_assets": "13933.00", "debtors": "128298.00", "cash_bank_in_hand": "370270.00", "current_assets": "498568.00", "creditors_due_within_one_year": "241613.00", "creditors_due_after_one_year": null, "net_current_assets_liabilities": "256955.00", "total_assets_less_current_liabilities": "270888.00", "net_assets_liabilities": "267404.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": null, "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-January2024.zip" }, { "url": "/company/04342122/accounts/2020-04-30", "made_up_date": "2020-04-30", "period_start": "2020-04-30", "period_end": "2020-04-30", "entity_name": "Thomas Westcott Financial Management Limited", "dormant": false, "average_employees": "11.00", "tangible_fixed_assets": "8966.00", "debtors": "127812.00", "cash_bank_in_hand": "118352.00", "current_assets": "246164.00", "creditors_due_within_one_year": "158345.00", "creditors_due_after_one_year": null, "net_current_assets_liabilities": "87819.00", "total_assets_less_current_liabilities": "96785.00", "net_assets_liabilities": "96785.00", "called_up_share_capital": "1000.00", "profit_loss_account_reserve": "95785.00", "shareholder_funds": "1000.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-December2020.zip" }, { "url": "/company/04342122/accounts/2019-04-30", "made_up_date": "2019-04-30", "period_start": "2019-04-30", "period_end": "2019-04-30", "entity_name": "Thomas Westcott Financial Management Limited", "dormant": false, "average_employees": "9.00", "tangible_fixed_assets": "8858.00", "debtors": "156673.00", "cash_bank_in_hand": "227840.00", "current_assets": "384513.00", "creditors_due_within_one_year": "138905.00", "creditors_due_after_one_year": null, "net_current_assets_liabilities": "245608.00", "total_assets_less_current_liabilities": "254466.00", "net_assets_liabilities": "254466.00", "called_up_share_capital": "1000.00", "profit_loss_account_reserve": "253466.00", "shareholder_funds": "1000.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-November2019.zip" }, { "url": "/company/04342122/accounts/2018-04-30", "made_up_date": "2018-04-30", "period_start": "2018-04-30", "period_end": "2018-04-30", "entity_name": "Thomas Westcott Financial Management Limited", "dormant": false, "average_employees": "6.00", "tangible_fixed_assets": "9632.00", "debtors": "125689.00", "cash_bank_in_hand": "194566.00", "current_assets": "320255.00", "creditors_due_within_one_year": "168263.00", "creditors_due_after_one_year": null, "net_current_assets_liabilities": "151992.00", "total_assets_less_current_liabilities": "161624.00", "net_assets_liabilities": "161624.00", "called_up_share_capital": "1.00", "profit_loss_account_reserve": "161623.00", "shareholder_funds": "1.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-January2019.zip" }, { "url": "/company/04342122/accounts/2016-04-30", "made_up_date": "2016-04-30", "period_start": "2016-04-30", "period_end": "2016-04-30", "entity_name": "Thomas Westcott Financial Management Limited", "dormant": false, "average_employees": null, "tangible_fixed_assets": "2641.00", "debtors": "100793.00", "cash_bank_in_hand": "124393.00", "current_assets": "225186.00", "creditors_due_within_one_year": "139095.00", "creditors_due_after_one_year": null, "net_current_assets_liabilities": "86091.00", "total_assets_less_current_liabilities": "88732.00", "net_assets_liabilities": "88732.00", "called_up_share_capital": "1.00", "profit_loss_account_reserve": "88731.00", "shareholder_funds": "88732.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-December2016.zip" }, { "url": "/company/04342122/accounts/2015-04-30", "made_up_date": "2015-04-30", "period_start": "2015-04-30", "period_end": "2015-04-30", "entity_name": "Thomas Westcott Financial Management Limited", "dormant": false, "average_employees": null, "tangible_fixed_assets": "3384.00", "debtors": "110293.00", "cash_bank_in_hand": "65592.00", "current_assets": "175885.00", "creditors_due_within_one_year": "81984.00", "creditors_due_after_one_year": null, "net_current_assets_liabilities": "93901.00", "total_assets_less_current_liabilities": "97285.00", "net_assets_liabilities": "97285.00", "called_up_share_capital": "1.00", "profit_loss_account_reserve": "97284.00", "shareholder_funds": "97285.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-December2015.zip" }, { "url": "/company/04342122/accounts/2014-04-30", "made_up_date": "2014-04-30", "period_start": "2014-04-30", "period_end": "2014-04-30", "entity_name": "Thomas Westcott Financial Management Limited", "dormant": false, "average_employees": null, "tangible_fixed_assets": "2291.00", "debtors": "76457.00", "cash_bank_in_hand": "97226.00", "current_assets": "173683.00", "creditors_due_within_one_year": "68081.00", "creditors_due_after_one_year": null, "net_current_assets_liabilities": "105602.00", "total_assets_less_current_liabilities": "107893.00", "net_assets_liabilities": "107893.00", "called_up_share_capital": "1.00", "profit_loss_account_reserve": "107892.00", "shareholder_funds": "107893.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-December2014.zip" }, { "url": "/company/04342122/accounts/2013-04-30", "made_up_date": "2013-04-30", "period_start": "2013-04-30", "period_end": "2013-04-30", "entity_name": "Thomas Westcott Financial Management Limited", "dormant": false, "average_employees": null, "tangible_fixed_assets": "775.00", "debtors": "50500.00", "cash_bank_in_hand": "33841.00", "current_assets": "184341.00", "creditors_due_within_one_year": "54691.00", "creditors_due_after_one_year": null, "net_current_assets_liabilities": "129650.00", "total_assets_less_current_liabilities": "130425.00", "net_assets_liabilities": "130425.00", "called_up_share_capital": "1.00", "profit_loss_account_reserve": "130424.00", "shareholder_funds": "130425.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-January2014.zip" }, { "url": "/company/04342122/accounts/2012-04-30", "made_up_date": "2012-04-30", "period_start": "2012-04-30", "period_end": "2012-04-30", "entity_name": "Thomas Westcott Financial Management Limited", "dormant": false, "average_employees": null, "tangible_fixed_assets": "502.00", "debtors": "145740.00", "cash_bank_in_hand": "229459.00", "current_assets": "625199.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "416897.00", "total_assets_less_current_liabilities": "417399.00", "net_assets_liabilities": "417399.00", "called_up_share_capital": "1.00", "profit_loss_account_reserve": "417398.00", "shareholder_funds": "417399.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "xml", "parse_error": "", "source_zip": "Accounts_Monthly_Data-January2013.zip" } ], "pdf_only_filings": [ { "made_up_date": "2022-04-30", "filing_date": "2023-01-20", "form_type": "AA", "description": "accounts-with-accounts-type-total-exemption-full", "paper_filed": true, "pdf_url": "/company/04342122/accounts/2022-04-30.pdf", "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/04342122/filing-history/MzM2NjQ2MzI4OWFkaXF6a2N4/document?format=pdf&download=0" }, { "made_up_date": "2021-04-30", "filing_date": "2022-01-24", "form_type": "AA", "description": "accounts-with-accounts-type-total-exemption-full", "paper_filed": true, "pdf_url": "/company/04342122/accounts/2021-04-30.pdf", "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/04342122/filing-history/MzMyNzQ1NDMzOWFkaXF6a2N4/document?format=pdf&download=0" }, { "made_up_date": "2017-04-30", "filing_date": "2018-02-02", "form_type": "AA", "description": "accounts-with-accounts-type-total-exemption-full", "paper_filed": true, "pdf_url": "/company/04342122/accounts/2017-04-30.pdf", "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/04342122/filing-history/MzE5Njg0NjEzOGFkaXF6a2N4/document?format=pdf&download=0" }, { "made_up_date": "2011-04-30", "filing_date": "2012-02-02", "form_type": "AA", "description": "accounts-with-accounts-type-total-exemption-small", "paper_filed": true, "pdf_url": "/company/04342122/accounts/2011-04-30.pdf", "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/04342122/filing-history/MzA1MTc4NzA0NWFkaXF6a2N4/document?format=pdf&download=0" }, { "made_up_date": "2010-04-30", "filing_date": "2010-10-08", "form_type": "AA", "description": "accounts-with-accounts-type-total-exemption-small", "paper_filed": true, "pdf_url": "/company/04342122/accounts/2010-04-30.pdf", "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/04342122/filing-history/MzAyNDg1ODk3N2FkaXF6a2N4/document?format=pdf&download=0" }, { "made_up_date": "2009-04-30", "filing_date": "2009-11-25", "form_type": "AA", "description": "accounts-with-accounts-type-total-exemption-small", "paper_filed": true, "pdf_url": "/company/04342122/accounts/2009-04-30.pdf", "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/04342122/filing-history/MzAwMzY3Mzg1NWFkaXF6a2N4/document?format=pdf&download=0" }, { "made_up_date": "2008-04-30", "filing_date": "2009-02-27", "form_type": "AA", "description": "accounts-with-accounts-type-total-exemption-small", "paper_filed": true, "pdf_url": "/company/04342122/accounts/2008-04-30.pdf", "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/04342122/filing-history/MjAyNjk0MTk4MmFkaXF6a2N4/document?format=pdf&download=0" }, { "made_up_date": "2007-04-30", "filing_date": "2008-01-31", "form_type": "AA", "description": "accounts-with-accounts-type-total-exemption-small", "paper_filed": true, "pdf_url": "/company/04342122/accounts/2007-04-30.pdf", "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/04342122/filing-history/MTkxNDMzNjIzYWRpcXprY3g/document?format=pdf&download=0" }, { "made_up_date": "2006-04-30", "filing_date": "2007-01-17", "form_type": "AA", "description": "accounts-with-accounts-type-full", "paper_filed": true, "pdf_url": "/company/04342122/accounts/2006-04-30.pdf", "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/04342122/filing-history/MTc1NDgyOTAwYWRpcXprY3g/document?format=pdf&download=0" }, { "made_up_date": "2005-04-30", "filing_date": "2006-03-08", "form_type": "AA", "description": "accounts-with-accounts-type-full", "paper_filed": true, "pdf_url": "/company/04342122/accounts/2005-04-30.pdf", "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/04342122/filing-history/MTU3NjQyOTAzYWRpcXprY3g/document?format=pdf&download=0" }, { "made_up_date": "2004-04-30", "filing_date": "2005-03-01", "form_type": "AA", "description": "accounts-with-accounts-type-full", "paper_filed": true, "pdf_url": "/company/04342122/accounts/2004-04-30.pdf", "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/04342122/filing-history/NTgwODA2MjhhZGlxemtjeA/document?format=pdf&download=0" }, { "made_up_date": "2003-04-30", "filing_date": "2004-03-03", "form_type": "AAMD", "description": "accounts-amended-with-accounts-type-full", "paper_filed": true, "pdf_url": "/company/04342122/accounts/2003-04-30.pdf", "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/04342122/filing-history/NTYyMjEwODBhZGlxemtjeA/document?format=pdf&download=0" } ], "filing_history_url": "https://find-and-update.company-information.service.gov.uk/company/04342122/filing-history" }, "confirmation_statement": { "next_due": "2026-12-04", "last_made_up": "2025-11-20" }, "officers": [], "psc": [ { "name": "Seca (Exeter) Limited", "kind": "corporate-entity-person-with-significant-control", "person_url": null, "controlling_company_url": null, "natures_of_control": [ "ownership-of-shares-25-to-50-percent", "voting-rights-25-to-50-percent" ], "notified_on": "2016-04-06", "ceased_on": "2018-04-03", "nationality": "", "country_of_residence": "", "source": "snapshot" }, { "name": "Mr Richard Brian Thomas", "kind": "individual-person-with-significant-control", "person_url": "/person/4171799", "controlling_company_url": null, "natures_of_control": [ "ownership-of-shares-25-to-50-percent", "voting-rights-25-to-50-percent" ], "notified_on": "2018-04-03", "ceased_on": "2019-07-01", "nationality": "British", "country_of_residence": "United Kingdom", "source": "snapshot" }, { "name": "Westcotts Holdings Limited", "kind": "corporate-entity-person-with-significant-control", "person_url": null, "controlling_company_url": "/company/12267770", "natures_of_control": [ "ownership-of-shares-75-to-100-percent" ], "notified_on": "2019-11-20", "ceased_on": null, "nationality": "", "country_of_residence": "", "source": "snapshot" } ], "external_links": [], "provenance": { "source": "snapshot", "first_seen_at": "2026-07-05T12:35:35.811816+00:00", "last_seen_snapshot": "2026-08-01", "retrieved_at": "2026-08-02T04:49:33.076767+00:00" }, "licence": "Open Government Licence v3.0", "licence_url": "https://www.nationalarchives.gov.uk/doc/open-government-licence/version/3/", "attribution": "Contains public sector information licensed under the Open Government Licence v3.0. Source: Companies House." }