Back to search

David Roberts Investments Limited

04604515

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

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

No risk factors detected.

Details

JUNIPER HOUSE NORTHGATE LANE, WETHERBY, LS22 4HS
Incorporated 29/11/2002

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mrs Lianne Roberts

secretary · Since 29/11/2002

INDEPENDENT FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 58

Also on 1 other board

Mr David Charles Roberts

director · Since 29/11/2002

INDEPENDENT FINANCIAL ADVISER

BRITISH · ENGLAND · Age 67

Mrs Lianne Roberts

director · Since 29/11/2002

INDEPENDENT FINANCIAL ADVISER

BRITISH · ENGLAND · Age 58

Also on 1 other board

Persons with Significant Control

Mr David Charles Roberts

25–50% shares
25–50% votes
Appoint directors

British · England · Age 67

Juniper House, Northgate Lane, Wetherby, LS22 4HS

Notified 06/04/2016

Mrs Lianne Roberts

25–50% shares
25–50% votes

British · England · Age 58

Juniper House, Northgate Lane, Wetherby, LS22 4HS

Notified 06/04/2016

CompanyRankvs 1177+ SIC 64999 peers
82

Financial strength88th percentile among SIC peers · 22/25
Employees64th percentile among SIC peers · 10/15
LiquidityCurrent ratio 19.55× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Show leaderboard
1Atlanta Trust Limited
90
2Bishopsgate Corporate Finance Limited
90
3M.W. Beer & Co. Limited
90
4Mirabaud Asset Management Limited
90
5Chelsea Financial Services Plc
90
6Gee & Watson Wealth Management Limited
90
7Yfm Private Equity Limited
90
8Dentons Pension Management Limited
90
9South West Investment Group Limited
90
10Dowgate Capital Limited
90
1177David Roberts Investments Limited
82
How is this score calculated?
Financial strength22/25 pts

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

Employees10/15 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 30/11/2025

Net Worth

£330k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£315k

Working capital

Current Assets

£332k

Current Liabilities

£17k

Fixed Assets

£15k

2avg. employees

Tax at Year End(2018)

Dividends paid£86k

Balance Sheet

Assets less current liabilities£330k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
202519.55+£0
202519.55+£32k
2024131.04-£42k
20232.86-£11k
20222.59-£14k
20211.69-£22k
20203.14+£16k
20191.86-£48k
20181.52—

Derived from filed accounts. Not audited figures.