# Advance Financial Planning (South West) Ltd

## Details

- **Company number:** [06861584](https://find-and-update.company-information.service.gov.uk/company/06861584)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 27 Mar 2009
- **Registered office:** CYPRESS HOUSE BRIMLEY ROAD, BOVEY TRACEY, NEWTON ABBOT, TQ13 9DH
- **Nature of business:** [66290](/sic/66290) Other activities auxiliary to insurance and pension funding


## Previous names

- Advance Financial Planning (Ifas-South West) Limited (until 30 Aug 2014)




## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Patrick Byrnes Kerwin | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent | 1 Jun 2016 |  |
| Ms Nicola Anne Kerwin | ownership-of-shares-25-to-50-percent | 1 Jun 2016 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 May 2026 | £6,534 | - | 3 |
| 31 May 2025 | £8,679 | - | 2 |
| 31 May 2024 | £15,264 | - | 2 |
| 31 May 2023 | £21,618 | - | 2 |
| 31 May 2022 | £23,639 | - | 2 |
| 31 May 2021 | £31,026 | - | 2 |
| 31 May 2020 | £19,799 | - | 2 |
| 31 May 2019 | £20,552 | - | - |
| 31 May 2018 | £20,142 | - | - |
| 31 May 2017 | £15,116 | - | - |
| 31 May 2016 | £11,750 | £2,657 | - |
| 31 May 2015 | - | £5,391 | - |
| 31 May 2014 | - | £7,560 | - |
| 31 May 2013 | - | £13,310 | - |
| 31 May 2012 | £30,829 | £11,300 | - |
| 31 May 2011 | £19,172 | £24,014 | - |