ADVANTA WEALTH LTD
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Next accounts due
2026-12-31 (in 7mo)
Last filed for 2025-03-31
Confirmation statement due
2026-09-26 (in 4mo)
Last made up 2025-09-12
Watchouts
None on the register
Cash
£2M
+67.1% vs 2020
Net assets
£5M
+153.7% vs 2020
Employees
33
+17.9% vs 2020
Profit before tax
—
Period ending 2021-03-31
Net assets
2-year trend · vs Financials median
Accounts
2-year trend · latest reflected 2021-03-31
Latest accounts filed cover 2025-03-31; financial figures currently reflect up to 2021-03-31.
| Metric | Trend | 2020-03-31 | 2021-03-31 |
|---|---|---|---|
| Turnover | — | — | |
| Operating profit | — | — | |
| Profit before tax | — | — | |
| Net profit | — | — | |
| Cash | £1,243,327 | £2,077,802 | |
| Total assets less current liabilities | £1,785,605 | £4,569,854 | |
| Net assets | £1,785,605 | £4,530,790 | |
| Equity | £1,785,605 | £4,530,790 | |
| Average employees | 28 | 33 | |
| Wages | — | — |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers
Audit & accounting basis
- Accounting basis
- FRS 102 §1A
- Reporting scope
- Standalone (parent only)
- Abridged
- Yes — abridged accounts (limited disclosure)
- Auditor
- RSM UK Audit LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“The Directors confirm that they are satisfied that the Company has adequate resources to continue trading for the foreseeable future for a period of at least 12 months from the date of approval of this report. The Directors have reviewed Company budgets, forecasts and projections taking into account foreseeable changes in investment and trading performance, as well as consideration of worse case outcomes, which show that the Company has sufficient financial resources to meet its current obligations as they fall due for a period of at least 12 months from the date of approval of this report. On this basis, the Directors continue to adopt the going concern basis in preparing the accounts. In reaching this conclusion, the Directors have taken into consideration the expected future cash flows generated from operations and planned acquisitions.”
Significant events
- “During the year, the Company acquired the client relationships of Iain Valentine on 30 October 2024 for £279k and the client relationships of C.S.L Asset Management Limited on 6 December 2024 for £181k, which includes an estimate of deferred consideration recognised at its present value.”
- “No dividends were declared during the period (2024: £2,500k declared to the immediate parent company, Advanta Solutions Ltd).”
- “On 26 April 2024, a composite guarantee and debenture was created in favour of Beech Tree GP III Limited (As Security Trustee) and registered at Companies House under the reference SC43 3830 0005. This charge was satisfied on 16 October 2024.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
7 active · 3 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| CLIFF, Mark | Director | 2023-10-04 | Sep 1961 | British |
| D'ARCY, Kevin James | Director | 2025-02-28 | Feb 1987 | British |
| HUGHES, Christopher Michael | Director | 2023-10-04 | Jan 1991 | British |
| PEARSON, Mark Robert | Director | 2022-09-02 | Dec 1966 | British |
| PIGGOT, Gillian Clare | Director | 2021-05-06 | Mar 1986 | British |
| SEATH, Gregory | Director | 2025-02-28 | Apr 1970 | British |
| WEBSTER, Craig Stewart | Director | 2015-10-22 | Dec 1971 | British |
Show 3 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| ANDERSON, Kenneth David | Director | 2012-10-02 | 2017-12-14 |
| EMAMY, Ali | Director | 2023-01-06 | 2025-11-24 |
| FEENEY, Christopher | Director | 2019-11-01 | 2023-11-17 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Advanta Solutions Ltd. | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2017-12-14 | Active |
| Mr Kenneth David Anderson | Individual | Shares 50–75%, Voting 50–75% | 2016-04-06 | Ceased 2017-12-14 |
Filing timeline
Last 20 of 60 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-01-08 | AA | accounts | Accounts with accounts type full | |
| 2025-12-09 | TM01 | officers | Termination director company with name termination date | |
| 2025-09-17 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-03-04 | AP01 | officers | Appoint person director company with name date | |
| 2025-03-04 | AP01 | officers | Appoint person director company with name date | |
| 2025-01-13 | AA | accounts | Accounts with accounts type full | |
| 2024-10-28 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-10-16 | MR04 | mortgage | Mortgage satisfy charge full | |
| 2024-10-16 | MR04 | mortgage | Mortgage satisfy charge full | |
| 2024-10-16 | MR04 | mortgage | Mortgage satisfy charge full | |
| 2024-04-30 | MR01 | mortgage | Mortgage create with deed with charge number charge creation date | |
| 2024-01-24 | CH01 | officers | Change person director company with change date | |
| 2024-01-10 | AA | accounts | Accounts with accounts type full | |
| 2023-11-28 | TM01 | officers | Termination director company with name termination date | |
| 2023-10-19 | AP01 | officers | Appoint person director company with name date | |
| 2023-10-19 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-10-18 | AP01 | officers | Appoint person director company with name date | |
| 2023-01-10 | AA | accounts | Accounts with accounts type small | |
| 2023-01-06 | AP01 | officers | Appoint person director company with name date | |
| 2022-12-30 | MR04 | mortgage | Mortgage satisfy charge full |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 3
- Capital events
- 0
- Officers appointed
- 0
- Officers resigned
- 1
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.
Year-on-year
FY2020 → FY2021 · period ending 2021-03-31 vs 2020-03-31
-
Turnover
—
Not reported
-
Cash
+67.1%
£1,243,327 £2,077,802
-
Net assets
+153.7%
£1,785,605 £4,530,790
-
Employees
+17.9%
28 33
Each % is (latest − prior) ÷ |prior| for the line item as filed. Periods don't have to be exactly 12 months apart — a long or short period (typical around incorporation or year-end changes) will distort the comparison. Lines a company doesn't report are omitted. About these numbers