ADVANTA WEALTH (SOUTH WEST) HOLDINGS LTD

ADVANTA WEALTH (SOUTH WEST) HOLDINGS LTD

  • Overview
  • Summary
  • Purpose
  • Address
  • Previous names
  • Accounts
  • Confirmation Statement
  • Filings
  • Officers
  • Persons with significant controls
  • Persons with signficant control statements
  • Charges
  • Data Source
  • Overview

    Company NameADVANTA WEALTH (SOUTH WEST) HOLDINGS LTD
    Company StatusActive
    Legal FormPrivate limited company
    Company Number 12267770
    JurisdictionEngland/Wales
    Date of Creation

    Summary

    Has Super Secure PSCsNo
    Has ChargesYes
    Has Insolvency HistoryNo
    Registered Office is in DisputeNo

    What is the purpose of ADVANTA WEALTH (SOUTH WEST) HOLDINGS LTD?

    • Activities of financial services holding companies (64205) / Financial and insurance activities

    Where is ADVANTA WEALTH (SOUTH WEST) HOLDINGS LTD located?

    Registered Office Address
    26 - 28 Southernhay East
    EX1 1NS Exeter
    Devon
    United Kingdom
    Undeliverable Registered Office AddressNo

    What were the previous names of ADVANTA WEALTH (SOUTH WEST) HOLDINGS LTD?

    Previous Company Names
    Company NameFromUntil
    WESTCOTTS HOLDINGS LIMITEDSep 02, 2022Sep 02, 2022
    THOMAS WESTCOTT HOLDINGS LIMITEDOct 17, 2019Oct 17, 2019

    What are the latest accounts for ADVANTA WEALTH (SOUTH WEST) HOLDINGS LTD?

    OverdueNo
    Next Accounts
    Next Accounts Period End OnMar 31, 2026
    Next Accounts Due OnDec 31, 2026
    Last Accounts
    Last Accounts Made Up ToMar 31, 2025

    What is the status of the latest confirmation statement for ADVANTA WEALTH (SOUTH WEST) HOLDINGS LTD?

    Last Confirmation Statement Made Up ToNov 20, 2026
    Next Confirmation Statement DueDec 04, 2026
    Last Confirmation Statement
    Next Confirmation Statement Made Up ToNov 20, 2025
    OverdueNo

    What are the latest filings for ADVANTA WEALTH (SOUTH WEST) HOLDINGS LTD?

    Filings
    DateDescriptionDocumentType

    Memorandum and Articles of Association

    17 pagesMA

    Resolutions

    Resolutions
    2 pagesRESOLUTIONS
    Resolutions
    CategoryDateDescriptionType
    incorporation

    Resolution of alteration of Articles of Association

    RES01

    Registration of charge 122677700002, created on Jan 23, 2026

    8 pagesMR01

    Registration of charge 122677700003, created on Jan 23, 2026

    8 pagesMR01

    Registration of charge 122677700004, created on Jan 23, 2026

    8 pagesMR01

    Registration of charge 122677700001, created on Jan 23, 2026

    7 pagesMR01

    Appointment of Mr Mark Robert Pearson as a director on Nov 25, 2025

    2 pagesAP01

    Notification of Advanta Solutions Ltd as a person with significant control on Nov 25, 2025

    2 pagesPSC02

    Withdrawal of a person with significant control statement on Nov 28, 2025

    2 pagesPSC09

    Termination of appointment of Alison Jane Watts as a director on Nov 25, 2025

    1 pagesTM01

    Termination of appointment of Mark Richard Tibbert as a director on Nov 25, 2025

    1 pagesTM01

    Termination of appointment of Nicholas Smy as a director on Nov 25, 2025

    1 pagesTM01

    Termination of appointment of Sean Russell Smith as a director on Nov 25, 2025

    1 pagesTM01

    Termination of appointment of Jonathan Lee Mitchell as a director on Nov 25, 2025

    1 pagesTM01

    Termination of appointment of Peter Gordon Lomax as a director on Nov 25, 2025

    1 pagesTM01

    Termination of appointment of Michael John Marsh as a director on Nov 25, 2025

    1 pagesTM01

    Termination of appointment of Shona Elizabeth Godefroy as a director on Nov 25, 2025

    1 pagesTM01

    Termination of appointment of Christopher James Hill as a director on Nov 25, 2025

    1 pagesTM01

    Termination of appointment of Kelly Marie Davies as a director on Nov 25, 2025

    1 pagesTM01

    Termination of appointment of Valerie Patricia Doyle as a director on Nov 25, 2025

    1 pagesTM01

    Termination of appointment of Adam Robert Croney as a director on Nov 25, 2025

    1 pagesTM01

    Termination of appointment of Vanessa Colwill as a director on Nov 25, 2025

    1 pagesTM01

    Termination of appointment of Sheldon Andrew Cole as a director on Nov 25, 2025

    1 pagesTM01

    Termination of appointment of Stuart James Carrington as a director on Nov 25, 2025

    1 pagesTM01

    Termination of appointment of Iain Charles Andrews as a director on Nov 25, 2025

    1 pagesTM01

    Who are the officers of ADVANTA WEALTH (SOUTH WEST) HOLDINGS LTD?

    Officers
    NameAppointed OnResigned OnRoleAddressCompany IdentificationCountry of ResidenceNationalityDate of BirthOccupationNumber
    PEARSON, Mark Robert
    Buckingham Palace Road
    SW1W 9SA London
    130
    England
    Director
    Buckingham Palace Road
    SW1W 9SA London
    130
    England
    EnglandBritish343034220001
    SEATH, Gregory
    Buckingham Palace Road
    SW1W 9SA London
    130
    England
    Director
    Buckingham Palace Road
    SW1W 9SA London
    130
    England
    EnglandBritish333007280001
    ANDREWS, Iain Charles
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    Director
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    EnglandBritish283392100001
    BUTTERWORTH, Philip John, Mr.
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    Director
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    United KingdomBritish204432960001
    CARRINGTON, Stuart James
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    Director
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    United KingdomBritish90436820003
    CLAY, Keith Sidney
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    Director
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    United KingdomBritish74050550002
    COLE, Sheldon Andrew
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    Director
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    United KingdomBritish259983530001
    COLWILL, Vanessa
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    Director
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    EnglandBritish90437180005
    CONSTANTINE, Bernice Elizabeth
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    Director
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    EnglandBritish183746180001
    CRESSWELL, David Amos
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    Director
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    EnglandBritish283392700001
    CRESSWELL, Stephen Amos
    Southernhay East
    EX1 1NS Exeter
    26-28
    Devon
    United Kingdom
    Director
    Southernhay East
    EX1 1NS Exeter
    26-28
    Devon
    United Kingdom
    EnglandBritish66548910001
    CRONEY, Adam Robert
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    Director
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    United KingdomBritish271451390003
    DAVIES, Kelly Marie
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    Director
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    United KingdomBritish297375930002
    DOYLE, Valerie Patricia
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    Director
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    EnglandBritish279388830002
    GODEFROY, Shona Elizabeth
    Southernhay East
    EX1 1NS Exeter
    26 - 28
    Devon
    United Kingdom
    Director
    Southernhay East
    EX1 1NS Exeter
    26 - 28
    Devon
    United Kingdom
    United KingdomBritish166390010001
    HILL, Christopher James
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    Director
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    United KingdomBritish240101040001
    LOMAX, Peter Gordon
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    Director
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    EnglandBritish276698140001
    MARSH, Michael John
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    Director
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    United KingdomBritish263490160001
    MITCHELL, Jonathan Lee
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    Director
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    EnglandBritish283392610002
    PARKER, John Dobson
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    Director
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    EnglandBritish45484430001
    SIMPSON, Dale Howard
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    Director
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    United KingdomEnglish174356910001
    SMITH, Sean Russell
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    Director
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    United KingdomBritish48296820003
    SMY, Nicholas
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    Director
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    EnglandBritish252551390002
    STACEY, Jonathan Huw
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    Director
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    EnglandBritish345900610001
    STAPLETON, Paul David
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    Director
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    United KingdomBritish59177340002
    TIBBERT, Mark Richard
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    Director
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    United KingdomBritish193423560001
    TIGWELL, Patrick Jonathan
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    Director
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    EnglandBritish178983830001
    WATTS, Alison Jane
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    Director
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    United KingdomBritish283392770001

    Who are the persons with significant control of ADVANTA WEALTH (SOUTH WEST) HOLDINGS LTD?

    Persons with significant controls
    NameNotified OnAddressCeased
    Buckingham Palace Road
    SW1W 9SA London
    130
    England
    Nov 25, 2025
    Buckingham Palace Road
    SW1W 9SA London
    130
    England
    No
    Legal FormCompany Limited By Shares
    Country RegisteredUnited Kingdom
    Legal AuthorityCompanies Act 2006
    Place RegisteredCompanies House
    Registration Number11051402
    Natures of Control
    • The person holds, directly or indirectly, more than 75% of the shares in the company.
    • The person holds, directly or indirectly, more than 75% of the voting rights in the company.
    • The person holds the right, directly or indirectly, to appoint or remove a majority of the board of directors of the company.
    Mr Michael John Marsh
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    Oct 17, 2019
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    Yes
    Nationality: British
    Country of Residence: United Kingdom
    Natures of Control
    • The person holds, directly or indirectly, more than 25% but not more than 50% of the shares in the company.
    Mr Nicholas Smy
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    Oct 17, 2019
    EX1 1NS Exeter
    26 - 28 Southernhay East
    Devon
    United Kingdom
    Yes
    Nationality: British
    Country of Residence: England
    Natures of Control
    • The person holds, directly or indirectly, more than 25% but not more than 50% of the shares in the company.

    What are the latest statements on persons with significant control for ADVANTA WEALTH (SOUTH WEST) HOLDINGS LTD?

    Persons with signficant control statements
    Notified OnCeased OnStatement
    Nov 20, 2019Nov 25, 2025The company knows or has reasonable cause to believe that there is no registrable person or registrable relevant legal entity in relation to the company

    Does ADVANTA WEALTH (SOUTH WEST) HOLDINGS LTD have any charges?

    Charges
    ClassificationDatesStatusDetails
    A registered charge
    Created On Jan 23, 2026
    Delivered On Jan 27, 2026
    Outstanding
    Brief description
    No specific land, ship, aircraft or intellectual property has been charged. For full details of the charges, please refer to the charging document directly.
    Floating Charge Covers All: Yes
    Contains Negative Pledge: Yes
    Contains Floating Charge: Yes
    Contains Fixed Charge: Yes
    Persons Entitled
    • Beech Tree Gp Iii Limited (As Security Trustee for the Security Beneficiaries (as Defined in the Instrument))
    Transactions
    • Jan 27, 2026Registration of a charge (MR01)
    A registered charge
    Created On Jan 23, 2026
    Delivered On Jan 27, 2026
    Outstanding
    Brief description
    No specific land, ship, aircraft or intellectual property has been charged. For full details of the charges, please refer to the charging document directly.
    Floating Charge Covers All: Yes
    Contains Negative Pledge: Yes
    Contains Floating Charge: Yes
    Contains Fixed Charge: Yes
    Persons Entitled
    • Beech Tree Gp Iii Limited (As Security Trustee for the Security Beneficiaries (as Defined in the Instrument))
    Transactions
    • Jan 27, 2026Registration of a charge (MR01)
    A registered charge
    Created On Jan 23, 2026
    Delivered On Jan 27, 2026
    Outstanding
    Brief description
    No specific land, ship, aircraft or intellectual property has been charged. For full details of the charges, please refer to the charging document directly.
    Floating Charge Covers All: Yes
    Contains Negative Pledge: Yes
    Contains Floating Charge: Yes
    Contains Fixed Charge: Yes
    Persons Entitled
    • Beech Tree Gp Iii Limited (As Security Trustee for the Security Beneficiaries (as Defined in the Instrument))
    Transactions
    • Jan 27, 2026Registration of a charge (MR01)
    A registered charge
    Created On Jan 23, 2026
    Delivered On Jan 26, 2026
    Outstanding
    Brief description
    Not applicable.
    Floating Charge Covers All: Yes
    Contains Negative Pledge: Yes
    Contains Floating Charge: Yes
    Contains Fixed Charge: Yes
    Persons Entitled
    • National Westminster Bank PLC
    Transactions
    • Jan 26, 2026Registration of a charge (MR01)

    Data Source

    • UK Companies House
      The official register of companies in the UK, providing public access to company information such as names, addresses, directors, and financial filings.
    • license: CC0