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Advanta Wealth (South West) Ltd

04342122

active
Private Limited Company
england wales
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

26-28 SOUTHERNHAY EAST, DEVON, EX1 1NS
Incorporated 18/12/2001

Compliance

Last accounts

31/03/2025

total exemption full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 20/11/2025

Due 04/12/2026

On track

Industry

66190
Other activities auxiliary to financial services

Officers

Mr Iain Charles Andrews

director · Since 01/03/2013

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 50

Mr Kevin James D'Arcy

director · Since 25/11/2025

BRITISH · SCOTLAND · Age 39

Also on 5 other boards

Mr Mark Robert Pearson

director · Since 25/11/2025

BRITISH · UNITED KINGDOM · Age 59

Mr Gregory Seath

director · Since 25/11/2025

BRITISH · ENGLAND · Age 56

Also on 7 other boards

Persons with Significant Control

Westcotts Holdings Limited

75–100% shares

26-28, Southernhay East, Exeter, EX1 1NS

Reg: 12267770 · England And Wales · Private Limited Company

Notified 20/11/2019

Former PSCs

Seca (Exeter) Limited

Ceased 03/04/2018

Mr Richard Brian Thomas

Ceased 01/07/2019

CompanyRankvs 77+ SIC 66190 peers
88

Financial strength91th percentile among SIC peers · 23/25
Employees98th percentile among SIC peers · 15/15
LiquidityCurrent ratio 2.67× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength23/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees15/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity20/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity15/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/03/2025

Net Worth

£434k

Balance sheet strength

Cash

£544k

Cash in the bank

Net Current Assets

£427k

Working capital

Current Assets

£683k

Current Liabilities

£256k

Fixed Assets

£10k

Debtors

£139k

19avg. employees

Balance Sheet

Assets less current liabilities£437k
Signed by 04342122 2024-04-01 2025-03-31 04342122 2025-03-31 04342122 core:CurrentFinancialInstruments 2025-03-31 04342122 core:CuPrepared with Digita Accounts Production Advanced

EstimatesDerived

YearCurrent RatioImplied Profit
20252.67+£161k
20242.14+£6k
20232.06+£171k
20201.55-£158k
20192.77+£93k
20181.90

Derived from filed accounts. Not audited figures.