Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 28 July 2027
- Last conf. stmt
- 14 July 2026
Robson Taylor Independent Financial Advisers Ltd
- Incorporated
- 26 July 1994 (32 years)
- Industry
- Financial management (70221)
- Directors
- Owned by
- Accounts type
- Dormant
- Region
- South West
- Address
- No 1 Bath Quays1 Foundry LaneBathBA2 3GZ
Charges
- Total
- 1
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 1
Officers 1 active
Officer details are public data from the Companies House register.
Director · Appointed 1 April 2021
British
Born October 1970 (56)
Officer history (17 former)
31 July 2025
15 July 2025
Resigned Chatt, Sarah Jane as Secretary
12 June 2023
Resigned Timmins, Paul Michael as Director
1 April 2021
Appointed Chatt, Sarah Jane as Secretary
1 April 2021
1 April 2021
22 July 2014
Resigned Slater, Victor as Director
10 May 2010
10 May 2010
10 May 2010
2 October 2008
2 October 2008
Resigned Sarsby, John Charles Anthony as Director
11 February 2004
Appointed Slater, Victor as Director
11 February 2004
Appointed Timmins, Paul Michael as Director
11 February 2004
31 May 2003
Resigned Hurrell, Martin Robert as Director
30 April 2003
11 April 2003
11 April 2003
11 April 2003
7 June 2001
Appointed Hurrell, Martin Robert as Director
7 June 2001
Appointed Sarsby, John Charles Anthony as Director
7 June 2001
6 June 2001
6 June 2001
15 May 2001
27 October 1999
Resigned Haddock, Gregory as Director
8 September 1998
1 May 1998
Appointed Haddock, Gregory as Director
16 June 1997
15 December 1994
26 July 1994
26 July 1994
26 July 1994
26 July 1994
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 1 April 2021
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Limited Company
Reg. no. 07147142
Former controllers (2)
1 April 2021
Ceased Deborah Jane Timmins — Owns 25–50% of shares
1 April 2021
Ceased Paul Michael Timmins — Owns 25–50% of shares
Group structure 16 companies
Ownership group derived from the Companies House PSC register
FTS Venus Ltd Owns 50–75% of shares
Advance Platform Ltd Owns 75–100% of shares
Affuture Financial Limited Owns 75–100% of shares
Money Wise Independent Financial Advisers Limited Owns 75–100% of shares
Fidelius Employee Benefits Ltd Owns 75–100% of shares
Fidelius Group Ltd Owns 75–100% of shares
JSM (Bridgwater) Ltd Owns 75–100% of shares
Chartered Financial Management (UK) Limited Owns 75–100% of shares
Parallel Capital Ltd Owns 75–100% of shares
Robson Taylor Independent Financial Advisers Ltd This company Owns 75–100% of shares
Timothy James & Partners Holdings Limited Owns 75–100% of shares
Timothy James & Partners Limited Owns 75–100% of shares
Timothy James Consultancy Limited Owns 75–100% of shares
Vobis Limited Owns 25–50% of shares
Silver Levene Financial Limited Owns 25–50% of shares
Financials
Figures from 2021 accounts. Newer accounts, made up to 31 March 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £1,457,309
- up £393,599 (37%)
- Cash
- £1,499,775
- up £368,501 (33%)
- Profit
- £465,099
- up £112,309 (32%)
- Employees
- 5
- no change
- Debt Ratio
- 9%
- Current Ratio
- 11.4x
- Return on Equity
- 32%
Trend
Net Assets
Balance sheet detail
| 2021 | 2020 | |
|---|---|---|
| Fixed Assets | £6,901 | |
| Current Assets | £1,590,070 | £1,153,735 |
| Debtors | £22,461 | |
| Cash | £1,499,775 | £1,131,274 |
| Creditors (< 1 year) | £139,662 | £98,188 |
| Net Current Assets | £1,450,408 | £1,055,547 |
| Net Assets | £1,457,309 | £1,063,710 |
| Shareholder Funds | £1,457,309 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 28 July 2026 | Change of details for a person with significant control | |||
| 28 July 2026 | Confirmation statement with updates | 14 July 2026 | ||
| 28 December 2025 | Accounts for a dormant company | 31 March 2025 | ||
| 19 August 2025 | Termination of appointment of a director | |||
| 15 July 2025 | Termination of appointment of a secretary |
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