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Roberts Keen Independent Financial Advisers Limited

08425333

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

BRYNHYFRYD 5 LLANDEILO ROAD, LLANELLI, SA14 7LL
Incorporated 01/03/2013

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Lindsay John Roberts

director · Since 01/03/2013

FINANCIAL ADVISOR

BRITISH · WALES · Age 50

Also on 1 other board

Mr Matthew Jonathan Keen

director · Since 10/10/2016

DIRECTOR/INDEPENDENT FINANCIAL ADVISER

BRITISH · WALES · Age 43

Mr Paul Edward Gilbertson

director · Since 01/04/2023

DIRECTOR

BRITISH · WALES · Age 52

Also on 1 other board

Persons with Significant Control

Mr Lindsay John Roberts

25–50% shares

British · Wales · Age 50

Brynhyfryd, 5 Llandeilo Road, Llanelli, SA14 7LL

Notified 10/10/2016

Mr Matthew Jonathan Keen

25–50% shares

British · United Kingdom · Age 43

Brynhyfryd, 5 Llandeilo Road, Llanelli, SA14 7LL

Notified 10/10/2016

CompanyRankvs 4910+ SIC 64999 peers
70

Financial strength71th percentile among SIC peers · 18/25
Employees80th percentile among SIC peers · 12/15
LiquidityCurrent ratio 1.22× · 12/20
Longevity13 years trading (max 15) · 13/15
Filing complianceAll filings up to date · 15/15
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4910Roberts Keen Independent Financial Advisers Limited
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How is this score calculated?
Financial strength18/25 pts

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

Employees12/15 pts

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

Liquidity12/20 pts

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

Longevity13/15 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 31/03/2025

Net Worth

£44k

Balance sheet strength

Cash

£36k

Cash in the bank

Net Current Assets

£7k

Working capital

Current Assets

£36k

Current Liabilities

£29k

Fixed Assets

£99k

Debtors

£8k

3avg. employees

Tax at Year End(2024)

Corp tax£35k

Director Loans(2024)

Directors owe company£8k

Balance Sheet

Assets less current liabilities£105k
Prepared with Capium Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20251.22+£43k
20240.27-£443
20230.16—
20220.11—
20210.71—
20201.00—
20191.01—

Derived from filed accounts. Not audited figures.