ROBERTS WEALTH MANAGEMENT LTD 12605869 false 2023-06-01 2024-05-31 2024-05-31 The principal activity of the company is Financial management services Digita Accounts Production Advanced 6.30.9574.0 true 12605869 2023-06-01 2024-05-31 12605869 2024-05-31 12605869 core:CurrentFinancialInstruments core:WithinOneYear 2024-05-31 12605869 bus:Micro-entities 2023-06-01 2024-05-31 12605869 bus:AuditExemptWithAccountantsReport 2023-06-01 2024-05-31 12605869 bus:FullAccounts 2023-06-01 2024-05-31 12605869 bus:SmallCompaniesRegimeForAccounts 2023-06-01 2024-05-31 12605869 bus:RegisteredOffice 2023-06-01 2024-05-31 12605869 bus:Director1 2023-06-01 2024-05-31 12605869 bus:PrivateLimitedCompanyLtd 2023-06-01 2024-05-31 12605869 countries:England 2023-06-01 2024-05-31 12605869 2022-06-01 2023-05-31 12605869 2023-05-31 12605869 core:CurrentFinancialInstruments core:WithinOneYear 2023-05-31 iso4217:GBP xbrli:pure

Registration number: 12605869

ROBERTS WEALTH MANAGEMENT LTD

Annual Report and Unaudited Financial Statements

for the Year Ended 31 May 2024

 

ROBERTS WEALTH MANAGEMENT LTD

Contents

Company Information

1

Balance Sheet

2 to 3

Notes to the Unaudited Financial Statements

2

 

ROBERTS WEALTH MANAGEMENT LTD

Company Information

Director

Mr Evan Roberts

Registered office

51 Meadow Court
Narborough
Leicester
LE19 3DX

Accountants

Stuart Flynn t/a AIMS Accountants
Chartered Accountant
1 Robotham Close
Narborough
Leicester
Leics
LE19 2RH

 

ROBERTS WEALTH MANAGEMENT LTD

(Registration number: 12605869)
Balance Sheet as at 31 May 2024

2024
£

2023
£

Fixed assets

123,473

144,277

Current assets

45,860

83,388

Prepayments and accrued income

733

-

Creditors: Amounts falling due within one year

(169,569)

(207,894)

Net current liabilities

(122,976)

(124,506)

Total assets less current liabilities

497

19,771

Accruals and deferred income

(108)

(108)

 

389

19,663

Capital and reserves

389

19,663

1

General information

The company is a private company limited by share capital, incorporated in England.

The address of its registered office is:
51 Meadow Court
Narborough
Leicester
LE19 3DX

These financial statements were authorised for issue by the director on 15 October 2024.

Basis of preparation

These financial statements have been prepared in accordance with Financial Reporting Standard 102 Section 1A smaller entities - 'The Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland' and the Companies Act 2006 (as applicable to companies subject to the small companies' regime).The financial statements have been prepared under the historical cost convention and in accordance with FRS 105 'The Financial Reporting Standard applicable to the Micro-entities Regime'.

2

Staff numbers

The average number of persons employed by the company (including the director) during the year, was 1 (2023 - 1).

For the financial year ending 31 May 2024 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

 

ROBERTS WEALTH MANAGEMENT LTD

(Registration number: 12605869)
Balance Sheet as at 31 May 2024

Director's responsibilities:

The members have not required the company to obtain an audit of its accounts for the year in question in accordance with section 476; and

The director acknowledges his responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.

These financial statements have been prepared in accordance with the micro-entity provisions of the Companies Act 2006 and delivered in accordance with the provisions applicable to companies subject to the small companies regime.

Approved and authorised by the director on 15 October 2024
 

.........................................
Mr Evan Roberts
Director