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Egan Roberts Wealth Management Limited

Egan Roberts Wealth Management Limited is an active company incorporated on 25 May 2022 with the registered office located in Preston, Lancashire. Egan Roberts Wealth Management Limited was registered 3 years ago.
Status
Active
Active since incorporation
Company No
14131560
Private limited company
Age
3 years
Incorporated 25 May 2022
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 24 May 2025 (3 months ago)
Next confirmation dated 24 May 2026
Due by 7 June 2026 (9 months remaining)
Last change occurred 2 years 1 month ago
Accounts
Submitted
For period 1 Jun31 May 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 May 2025
Due by 28 February 2026 (5 months remaining)
Contact
Address
Ground Floor Citygate
Longridge Road
Preston
Lancashire
PR2 5BQ
England
Address changed on 15 Apr 2024 (1 year 4 months ago)
Previous address was Egan Roberts Limited, Unit 46, Manor Court Salesbury Hall Road Ribchester Preston Lancashire PR3 3XR United Kingdom
Telephone
Unreported
Email
Unreported
Website
Unreported
People
Officers
2
Shareholders
3
Controllers (PSC)
3
Director • PSC • British • Lives in England • Born in Mar 1975
PSC • Director • British • Lives in UK • Born in Nov 1959
Mrs Helen Claire Roberts
PSC • British • Lives in UK • Born in Jan 1965
Shareholders, PSCs & Group Structure
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Mutual Companies
Egan Roberts Financial Services Limited
Keith Roberts is a mutual person.
Active
Blackburn Cathedral Developments
Keith Roberts is a mutual person.
Active
Egan Roberts HLB Limited
Keith Roberts is a mutual person.
Active
Egan Roberts Limited
Keith Roberts is a mutual person.
Active
OTS Practice Limited
Keith Roberts is a mutual person.
Dissolved
Financials
Net Assets, Total Assets & Total Liabilities (2023–2024)
Period Ended
31 May 2024
For period 31 May31 May 2024
Traded for 12 months
Cash in Bank
£179.22K
Increased by £6.44K (+4%)
Turnover
Unreported
Same as previous period
Employees
2
Same as previous period
Total Assets
£180.25K
Increased by £7.25K (+4%)
Total Liabilities
-£163.84K
Decreased by £8.88K (-5%)
Net Assets
£16.41K
Increased by £16.13K (+5802%)
Debt Ratio (%)
91%
Decreased by 8.94% (-9%)
Latest Activity
Confirmation Submitted
3 Months Ago on 3 Jun 2025
Full Accounts Submitted
6 Months Ago on 28 Feb 2025
Confirmation Submitted
1 Year 3 Months Ago on 4 Jun 2024
Registered Address Changed
1 Year 4 Months Ago on 15 Apr 2024
Full Accounts Submitted
1 Year 6 Months Ago on 24 Feb 2024
Confirmation Submitted
2 Years 1 Month Ago on 27 Jul 2023
Keith Roberts (PSC) Appointed
3 Years Ago on 25 May 2022
Andrew Chaplin (PSC) Appointed
3 Years Ago on 25 May 2022
Helen Claire Roberts (PSC) Appointed
3 Years Ago on 25 May 2022
Incorporated
3 Years Ago on 25 May 2022
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Documents
Confirmation statement made on 24 May 2025 with no updates
Submitted on 3 Jun 2025
Total exemption full accounts made up to 31 May 2024
Submitted on 28 Feb 2025
Confirmation statement made on 24 May 2024 with no updates
Submitted on 4 Jun 2024
Registered office address changed from Egan Roberts Limited, Unit 46, Manor Court Salesbury Hall Road Ribchester Preston Lancashire PR3 3XR United Kingdom to Ground Floor Citygate Longridge Road Preston Lancashire PR2 5BQ on 15 April 2024
Submitted on 15 Apr 2024
Total exemption full accounts made up to 31 May 2023
Submitted on 24 Feb 2024
Confirmation statement made on 24 May 2023 with updates
Submitted on 27 Jul 2023
Notification of Helen Claire Roberts as a person with significant control on 25 May 2022
Submitted on 28 Jun 2022
Notification of Andrew Chaplin as a person with significant control on 25 May 2022
Submitted on 28 Jun 2022
Notification of Keith Roberts as a person with significant control on 25 May 2022
Submitted on 28 Jun 2022
Withdrawal of a person with significant control statement on 28 June 2022
Submitted on 28 Jun 2022
Repayment History
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