Roberts Keen Independent Financial Advisers Limited

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:

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L Roberts
Director

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M Keen
Director

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P Gilbertson
Director

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.

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).

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

Registered Number: 08425333

ROBERTS KEEN INDEPENDENT FINANCIAL ADVISERS LIMITED

Abridged Accounts

Period of accounts Start date: 01 April 2025 End date: 31 March 2026