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Egan Roberts Wealth Management Limited

14131560

active
Private Limited Company
england wales
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

GROUND FLOOR CITYGATE, PRESTON, PR2 5BQ
Incorporated 25/05/2022

Compliance

Last accounts

31/05/2025

total exemption full

Next accounts due

28/02/2027

On track

Confirmation statement

Last: 24/05/2026

Due 07/06/2027

On track

Industry

64999
Other financial service activities

Officers

Mr Andrew Chaplin

director · Since 25/05/2022

DIRECTOR

BRITISH · ENGLAND · Age 51

Mr Keith Roberts

director · Since 25/05/2022

DIRECTOR

BRITISH · UNITED KINGDOM · Age 66

Also on 6 other boards

Persons with Significant Control

Mr Andrew Chaplin

25–50% shares
25–50% votes

British · England · Age 51

Egan Roberts Limited, Suite 46, Manor Court, Ribchester, PR3 3XR

Notified 25/05/2022

Mr Keith Roberts

25–50% shares
25–50% votes

British · United Kingdom · Age 66

Egan Roberts Ltd, Suite 46, Manor Court, Ribchester, PR3 3XR

Notified 25/05/2022

Mrs Helen Claire Roberts

25–50% shares
25–50% votes

British · United Kingdom · Age 61

Egan Roberts Ltd, Suite 46, Manor Court, Ribchester, PR3 3XR

Notified 25/05/2022

CompanyRankvs 7218+ SIC 64999 peers
64

Financial strength60th percentile among SIC peers · 15/25
Employees64th percentile among SIC peers · 10/15
LiquidityCurrent ratio 4.77× · 20/20
Longevity4 years trading (max 15) · 4/15
Filing complianceAll filings up to date · 15/15
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7218Egan Roberts Wealth Management Limited
64
How is this score calculated?
Financial strength15/25 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.

Longevity4/15 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 31/05/2025

Net Worth

£15k

Balance sheet strength

Cash

£174k

Cash in the bank

Net Current Assets

£138k

Working capital

Current Assets

£175k

Current Liabilities

£37k

Fixed Assets

£704

Debtors

£920

Profit After Tax

£26k

2avg. employees

Tax at Year End

Corp tax£6k
Dividends paid£10k

Balance Sheet

Assets less current liabilities£139k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20254.77-£2k
20244.53—
20234.50—

Derived from filed accounts. Not audited figures.