Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 1 April 2027
- Last conf. stmt
- 18 March 2026
Roberts Financial Consultancy Limited
- Incorporated
- 18 March 2009 (17 years)
- Industry
- Other business support service activities n.e.c. (82990)
- Owned by
- Accounts type
- Audit exemption subsidiary
- Region
- Greater London
- Address
- 7th Floor80 Cannon StreetLondonEC4N 6HL
Charges
- Total
- 3
- Outstanding
- 3
- Part satisfied
- 0
- Satisfied
- 0
Officers 4 active
Officer details are public data from the Companies House register.
Director · Appointed 15 February 2024
British
Born December 1985 (40)
Director · Appointed 15 February 2024
British
Born July 1983 (43)
Director · Appointed 15 February 2024
British
Born September 1984 (42)
Director · Appointed 15 February 2024
British
Born November 1982
Officer history (2 former)
15 February 2024
15 February 2024
15 February 2024
15 February 2024
15 February 2024
Resigned Roberts, Amanda Jane as Director
15 February 2024
18 March 2009
Appointed Roberts, Amanda Jane as Director
18 March 2009
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 15 February 2024
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Company Limited By Shares
Reg. no. 11103804
Former controllers (2)
15 February 2024
Ceased Amanda Jane Roberts — Owns 25–50% of shares
15 February 2024
Group structure 7 companies
Ownership group derived from the Companies House PSC register
The Penny Group Ltd Owns 75–100% of shares
Bright Blue Wealth Management Ltd Owns 75–100% of shares
The Penny Group Surrey Limited Owns 75–100% of shares
Isham Financial Centre Limited Owns 75–100% of shares
Johnson Savage Consultancy Limited Owns 75–100% of shares
Roberts Financial Consultancy Limited This company Owns 75–100% of shares
Financials
Figures from 2023 accounts. Newer accounts, made up to 31 December 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £588,808
- Cash
- £565,466
- Employees
- 5
- Debt Ratio
- 13%
- Current Ratio
- 8.7x
Trend
Net Assets
Balance sheet detail
| 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|
| Fixed Assets | £59,692 | £73,897 | £3,150 | £3,341 |
| Current Assets | £614,881 | £477,457 | £402,848 | £352,876 |
| Debtors | £49,415 | £52,855 | £71,420 | £123,400 |
| Cash | £565,466 | £424,602 | £331,428 | £229,476 |
| Creditors (< 1 year) | £70,842 | £76,991 | £66,938 | £46,443 |
| Net Current Assets | £544,039 | £400,466 | £335,910 | £306,433 |
| Net Assets | £588,808 | £460,323 | ||
| Shareholder Funds | £588,808 | £460,323 | £339,060 | £309,774 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 22 July 2026 | Registered office address changed | |||
| 10 June 2026 | Registration of a charge | |||
| 26 March 2026 | Confirmation statement with updates | 18 March 2026 | ||
| 4 January 2026 | Other filing | |||
| 4 January 2026 | Other filing |
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