ROBERTS WEALTH MANAGEMENT LTD 12605869 false 2024-06-01 2025-05-31 2025-05-31 The principal activity of the company is Financial management services Digita Accounts Production Advanced 6.30.9574.0 true 12605869 2024-06-01 2025-05-31 12605869 2025-05-31 12605869 core:CurrentFinancialInstruments core:WithinOneYear 2025-05-31 12605869 bus:Micro-entities 2024-06-01 2025-05-31 12605869 bus:AuditExemptWithAccountantsReport 2024-06-01 2025-05-31 12605869 bus:FilletedAccounts 2024-06-01 2025-05-31 12605869 bus:SmallCompaniesRegimeForAccounts 2024-06-01 2025-05-31 12605869 bus:RegisteredOffice 2024-06-01 2025-05-31 12605869 bus:Director1 2024-06-01 2025-05-31 12605869 bus:PrivateLimitedCompanyLtd 2024-06-01 2025-05-31 12605869 countries:England 2024-06-01 2025-05-31 12605869 2023-06-01 2024-05-31 12605869 2024-05-31 12605869 core:CurrentFinancialInstruments core:WithinOneYear 2024-05-31 iso4217:GBP xbrli:pure

Registration number: 12605869

ROBERTS WEALTH MANAGEMENT LTD

Unaudited Filleted Financial Statements

for the Year Ended 31 May 2025

 

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 2025

2025
£

2024
£

Fixed assets

103,454

123,473

Current assets

72,056

45,860

Prepayments and accrued income

864

733

Creditors: Amounts falling due within one year

(175,179)

(169,569)

Net current liabilities

(102,259)

(122,976)

Total assets less current liabilities

1,195

497

Accruals and deferred income

(108)

(108)

 

1,087

389

Capital and reserves

1,087

389

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 10 September 2025.

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 (2024 - 1).

For the financial year ending 31 May 2025 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

Director's responsibilities:

 

ROBERTS WEALTH MANAGEMENT LTD

(Registration number: 12605869)
Balance Sheet as at 31 May 2025

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.

These financial statements have been delivered in accordance with the provisions applicable to companies subject to the small companies regime. As permitted by section 444 (5A) of the Companies Act 2006, the director has not delivered to the registrar a copy of the Profit and Loss Account.

Approved and authorised by the director on 10 September 2025
 

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