# Advanta Wealth (South West) Ltd

## Details

- **Company number:** [04342122](https://find-and-update.company-information.service.gov.uk/company/04342122)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 18 Dec 2001
- **Registered office:** 26-28 SOUTHERNHAY EAST, EXETER, DEVON, EX1 1NS
- **Nature of business:** [66190](/sic/66190) Activities auxiliary to financial intermediation n.e.c.
- **Corporate group:** [Beech Tree Gp Ii Limited](/group/17060) (40 companies)


## Previous names

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




## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| 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 2020 | £96,785 | £118,352 | 11 |
| 30 Apr 2019 | £254,466 | £227,840 | 9 |
| 30 Apr 2018 | £161,624 | £194,566 | 6 |
| 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 | - |



## Owned by

Advanta Wealth (South West) Ltd → [Advanta Wealth (South West) Holdings Ltd](/company/12267770) → [Advanta Solutions Ltd](/company/11051402) → [Beech Tree Gp Iii Limited](/company/12807102) → [Beech Tree Gp Ii Limited](/company/10438058)





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