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David Roberts & Partners (Insurance Brokers) Limited

David Roberts & Partners (Insurance Brokers) Limited is an active company incorporated on 9 September 1977 with the registered office located in Southport, Merseyside. David Roberts & Partners (Insurance Brokers) Limited was registered 48 years ago.
Status
Active
Active since incorporation
Company No
01329408
Private limited company
Age
48 years
Incorporated 9 September 1977
Size
Small
Turnover is under £15M
Balance sheet is under £7.5M
Confirmation
Submitted
Dated 14 January 2025 (10 months ago)
Next confirmation dated 14 January 2026
Due by 28 January 2026 (1 month remaining)
Last change occurred 5 years ago
Accounts
Submitted
For period 1 Jan31 Dec 2024 (1 year)
Accounts type is Audit Exemption Subsidiary
Next accounts for period 31 December 2025
Due by 30 September 2026 (9 months remaining)
Address
Chancery House
Slaidburn Crescent
Southport
Merseyside
PR9 9YF
Same address for the past 17 years
Telephone
01704508400
Email
Available in Endole App
People
Officers
6
Shareholders
1
Controllers (PSC)
1
Director • Secretary • British • Lives in England • Born in Mar 1966 • Managing Director
Director • Chief Finance Officer • British • Lives in UK • Born in Jun 1978
Director • Development And Relationship Director • British • Lives in England • Born in Jan 1972
Director • British • Lives in England • Born in Dec 1966
Shareholders, PSCs & Group Structure
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Brands
JJ Yates & Co
JJ Yates & Co is an insurance brokerage that offers insurance solutions for businesses and individuals.
Financials
Net Assets, Total Assets & Total Liabilities (2016–2024)
Period Ended
31 Dec 2024
For period 31 Dec31 Dec 2024
Traded for 12 months
Cash in Bank
£4.37M
Increased by £2.08M (+91%)
Turnover
£11.36M
Increased by £4.67M (+70%)
Employees
134
Increased by 73 (+120%)
Total Assets
£10.65M
Increased by £5.41M (+103%)
Total Liabilities
-£6.4M
Increased by £2.64M (+70%)
Net Assets
£4.25M
Increased by £2.77M (+187%)
Debt Ratio (%)
60%
Decreased by 11.66% (-16%)
Latest Activity
Subsidiary Accounts Submitted
1 Month Ago on 30 Oct 2025
Mr Alistair Charles Peel Appointed
4 Months Ago on 31 Jul 2025
Eliot James Powell Resigned
4 Months Ago on 31 Jul 2025
New Charge Registered
7 Months Ago on 25 Apr 2025
Craig Arthur Seed Resigned
9 Months Ago on 4 Mar 2025
Mr Marc Coster Appointed
9 Months Ago on 4 Mar 2025
Confirmation Submitted
10 Months Ago on 15 Jan 2025
Mr Eliot James Powell Details Changed
11 Months Ago on 20 Dec 2024
Mr Eliot James Powell Appointed
11 Months Ago on 20 Dec 2024
Full Accounts Submitted
1 Year 2 Months Ago on 30 Sep 2024
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Documents
Audit exemption statement of guarantee by parent company for period ending 31/12/24
Submitted on 30 Oct 2025
Notice of agreement to exemption from audit of accounts for period ending 31/12/24
Submitted on 30 Oct 2025
Consolidated accounts of parent company for subsidiary company period ending 31/12/24
Submitted on 30 Oct 2025
Audit exemption subsidiary accounts made up to 31 December 2024
Submitted on 30 Oct 2025
Audit exemption statement of guarantee by parent company for period ending 31/12/24
Submitted on 13 Oct 2025
Appointment of Mr Alistair Charles Peel as a secretary on 31 July 2025
Submitted on 15 Aug 2025
Termination of appointment of Eliot James Powell as a director on 31 July 2025
Submitted on 14 Aug 2025
Registration of charge 013294080013, created on 25 April 2025
Submitted on 29 Apr 2025
Director's details changed for Mr Eliot James Powell on 20 December 2024
Submitted on 18 Mar 2025
Appointment of Mr Marc Coster as a director on 4 March 2025
Submitted on 4 Mar 2025
Repayment History
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