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Egan Roberts Wealth Management Limited

14131560

active
Private Limited Company
england wales
Companies House
Health Score
75 / 100

Some Concerns

25/30
Filing
10/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)
  • 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: 24/05/2025

Due 07/06/2026

Overdue

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 7276+ SIC 64999 peers
64

Financial strength61th percentile among SIC peers · 15/25
Employees64th percentile among SIC peers · 10/15
LiquidityCurrent ratio 4.53× · 20/20
Longevity4 years trading (max 15) · 4/15
Filing complianceAll filings up to date · 15/15
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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 31/05/2024

Net Worth

£16k

Balance sheet strength

Cash

£179k

Cash in the bank

Net Current Assets

£140k

Working capital

Current Assets

£179k

Current Liabilities

£40k

Fixed Assets

£1k

Debtors

£3

2avg. employees

Tax at Year End

Corp tax£6k

Balance Sheet

Assets less current liabilities£141k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent Ratio
20244.53
20234.50

Derived from filed accounts. Not audited figures.