ADVANTA WEALTH (SOUTH WEST) LTD

Name: ADVANTA WEALTH (SOUTH WEST) LTD
Address: 26-28 Southernhay East, Exeter, Devon, EX1 1NS, GB
Telephone: 0345 034 0200
Price range: $$

aka Westcotts Chartered Financial Planners, ADVANTA WEALTH (SOUTH WEST) LTD

Authorised FRN 677869

Contact & Location

Address

130 Buckingham Palace Rd, London SW1W 9SA, UK

More advisers in Exeter

Phone

0345 034 0200

Website

advantawealth.co.uk

View on Google Maps

Opening Hours

Monday8:30 AM – 5:00 PM

Tuesday8:30 AM – 5:00 PM

Wednesday8:30 AM – 5:00 PM

Thursday8:30 AM – 5:00 PM

Friday8:30 AM – 5:00 PM

SaturdayClosed

SundayClosed

Specialisms

Alternative Investments Pensions Retirement Mortgages Investments

Regulatory Information

FRN: 677869
Status: Authorised
Date Authorised: 16 November 2015
Years Authorised: 10 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (14)

Show all permissions

✓Agreeing to carry on a regulated activity
✓Advising on P2P agreements
✓Advising on Pension Transfers and Pension Opt Outs
✓Debt-counselling
✓Credit Broking
✓Making arrangements with a view to regulated mortgage contracts
✓Making arrangements with a view to a home reversion plan
✓Arranging (bringing about) regulated mortgage contracts
✓Arranging (bringing about) a home reversion plan
✓Advising on regulated mortgage contracts
✓Advising on a home reversion plan
✓Making arrangements with a view to transactions in investments
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: 04342122
Company Status: Active
Incorporation Date: 18 December 2001
Directors: 4
Accounts Category: Total Exemption Full
Last Accounts Filed: 31 March 2025
SIC Codes: 66190

Team (20)

Gregory Seath
Approved
Mark Robert Pearson
Approved
Kevin James D'Arcy
Approved
Iain Charles Andrews
ApprovedCertified
Steven Michael Clemence
Certified
Sharon Witney
Certified
Andrew Michael Brown
Certified
Minakshee Chauhan
Certified
Michael Jonathan Barker
Certified
Timothy Nicholas Skelton
Certified
Shona Elizabeth Godefroy
No longer required
Dale Howard Simpson
No longer required
Christopher James Hill
No longer required
Maria Catherine Whiteway Mugford
Approved
Mark Richard Tibbert
No longer required
Michael John Marsh
No longer required
David Colin Sellman
No longer required
Nicholas Smy
No longer required
Stephen Amos Cresswell
No longer required
Sean Russell Smith
No longer required

Quick Facts

Exeter, South West
10 years FCA-authorised
20 registered individuals
5 specialisms
14 FCA permissions
CH 04342122

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Data Sources

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This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.