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Registered Number: 08425333
ROBERTS KEEN INDEPENDENT FINANCIAL ADVISERS LIMITED
Abridged Accounts
Period of accounts Start date: 01 April 2025 End date: 31 March 2026

Roberts Keen Independent Financial Advisers Limited Contents Page For the year ended 31 March 2026
Statement of Financial Position | 1
Notes to the Financial Statements | 2

Roberts Keen Independent Financial Advisers Limited Statement of Financial Position As at 31 March 2026
| Notes | 2026 £ |  | 2025 £
--- | --- | --- | --- | ---
Fixed assets |  |  |
Tangible fixed assets | 3 | 149,883 |  | 98,737
|  | 149,883 |  | 98,737
Current assets |  |  |
Debtors |  | 31,730 |  | 0
Cash at bank and in hand |  | 3,128 |  | 35,817
|  | 34,858 |  | 35,817
Creditors: amount falling due within one year |  | (16,674) |  | (29,253)
Net current assets |  | 18,184 |  | 6,564
Total assets less current liabilities |  | 168,067 |  | 105,301
Creditors: amount falling due after more than one year |  | (23,864) |  | (60,981)
Net assets |  | 144,203 |  | 44,320
Capital and reserves |  |  |
Called up share capital |  | 100 |  | 100
Revaluation Reserves |  | 140 |  | 140
Profit and loss account |  | 143,963 |  | 44,080
Shareholders' funds |  | 144,203 |  | 44,320
For the year ended 31 March 2026 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies. Directors' 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. The directors acknowledge their responsibilities for complying with the requirements of the Companies Act 2006 with respect to accounting records and the preparation of accounts. These accounts have been prepared and delivered in accordance with the provisions applicable to companies subject to the small companies regime. The members have agreed to the preparation of abridged accounts for this accounting period in accordance with section 444(2A). The financial statements were approved by the board of directors on 05 June 2026 and were signed on its behalf by:
------------------------------- L Roberts Director | ------------------------------- M Keen Director | ------------------------------- P Gilbertson Director
1

Roberts Keen Independent Financial Advisers Limited Notes to the Abridged Financial Statements For the year ended 31 March 2026
General Information Roberts Keen Independent Financial Advisers Limited is a private company, limited by shares, registered in , registration number 08425333, registration address Brynhyfryd 5 Llandeilo Road , Gorslas, Llanelli, SA14 7LL. The presentation currency is £ sterling.
1. | Accounting policies Significant accounting policies Statement of compliance These financial statements have been prepared in compliance with FRS 102 – The Financial Reporting Standard applicable in the UK and Republic of Ireland and the Companies Act 2006. Basis of preparation The financial statements have been prepared under the historical cost convention as modified by the revaluation of land and buildings and certain financial instruments measured at fair value in accordance with the accounting policies. The financial statements are prepared in sterling which is the functional currency of the company. Turnover Turnover comprises the invoiced value of goods and services supplied by the company, net of Value Added Tax and trade discounts. Dividends Proposed dividends are only included as liabilities in the statement of financial position when their payment has been approved by the shareholders prior to the statement of financial position date. Tangible fixed assets Tangible fixed assets, other than freehold land, are stated at cost or valuation less depreciation and any provision for impairment. Depreciation is provided at rates calculated to write off the cost or valuation of fixed assets, less their estimated residual value, over their expected useful lives on the following basis:
Plant and Machinery | 25 Reducing Balance
Fixtures and Fittings | 25 Reducing Balance
Computer Equipment | 25 Reducing Balance
2. | Average number of employees Average number of employees during the year was 3 (2025 : 3).
3. | Tangible fixed assets
Cost or valuation | Plant and Machinery |  | Motor Vehicles |  | Fixtures and Fittings |  | Computer Equipment |  | Investment properties |  | Total
| £ |  | £ |  | £ |  | £ |  | £ |  | £
At 01 April 2025 | 33,595 |  | - |  | 27,555 |  | 9,039 |  | 48,437 |  | 118,626
Additions | - |  | 50,298 |  | - |  | 848 |  | - |  | 51,146
Disposals | - |  | - |  | - |  | - |  | - |  | -
At 31 March 2026 | 33,595 |  | 50,298 |  | 27,555 |  | 9,887 |  | 48,437 |  | 169,772
Depreciation
At 01 April 2025 | 6,678 |  | - |  | 5,982 |  | 7,229 |  | - |  | 19,889
Charge for year | - |  | - |  | - |  | - |  | - |  | -
On disposals | - |  | - |  | - |  | - |  | - |  | -
At 31 March 2026 | 6,678 |  | - |  | 5,982 |  | 7,229 |  | - |  | 19,889
Net book values
Closing balance as at 31 March 2026 | 26,917 |  | 50,298 |  | 21,573 |  | 2,658 |  | 48,437 |  | 149,883
Opening balance as at 01 April 2025 | 26,917 |  | - |  | 21,573 |  | 1,810 |  | 48,437 |  | 98,737
2