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Advanta Wealth (South West) Holdings Ltd

12267770

active
Private Limited Company
england wales
Companies House
1 outstanding charge
Health Score
78 / 100

Some Concerns

30/30
Filing
10/30
Financial
38/40
Risk
  • 1 outstanding charge (-2)

Details

26 - 28 SOUTHERNHAY EAST, EXETER, EX1 1NS
Incorporated 17/10/2019

Compliance

Last accounts

31/03/2025

micro entity

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 20/11/2025

Due 04/12/2026

On track

Industry

64205
Activities of financial services holding companies

Officers

Mr Mark Robert Pearson

director · Since 25/11/2025

BRITISH · ENGLAND · Age 59

Mr Gregory Seath

director · Since 25/11/2025

BRITISH · ENGLAND · Age 56

Also on 7 other boards

Persons with Significant Control

Advanta Solutions Ltd

75–100% shares
75–100% votes
Appoint directors

130, Buckingham Palace Road, London, SW1W 9SA

Reg: 11051402 · Companies House · Company Limited By Shares

Notified 25/11/2025

Former PSCs

Mr Michael John Marsh

Ceased 20/11/2019

Mr Nicholas Smy

Ceased 20/11/2019

Charges1 outstanding

A registered charge
outstanding

Beech Tree Gp Iii Limited (As Security Trustee for the Security Beneficiaries (as Defined in the Instrument))

No specific land, ship, aircraft or intellectual property has been charged. For full details of the charges, please refer to the charging document directly.

Created 23/01/2026Registered 27/01/2026

CompanyRankvs 2796+ SIC 64205 peers
29

Financial strength51th percentile among SIC peers · 13/25
Employees29th percentile among SIC peers · 4/15
LiquidityNo balance sheet data · 0/20
Longevity7 years trading (max 15) · 7/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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How is this score calculated?
Financial strength13/25 pts

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

Employees4/15 pts

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

Liquidity0/20 pts

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

Longevity7/15 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.

Risk deductions

Outstanding charges: -10 pts

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

£1k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

Working capital

Current Assets

Current Liabilities

Fixed Assets

£1k

0avg. employees
Signed by 12267770 2024-04-01 2025-03-31 12267770 2025-03-31 12267770 bus:Micro-entities 2024-04-01 2025-03-31 12267770 bus:AuditEPrepared with Digita Accounts Production Advanced