The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Parent entities and officers
Active 5
  • 1
    Davies, Gari Wyn
    Director born in July 1989
    Individual (1 offspring)
    Officer
    2024-07-30 ~ now
    OF - Director → CIF 0
  • 2
    Watson, Rhian
    Independent Financial Adviser born in November 1974
    Individual (1 offspring)
    Officer
    2009-02-18 ~ now
    OF - Director → CIF 0
    Watson, Rhian
    Individual (1 offspring)
    Officer
    2009-02-18 ~ now
    OF - Secretary → CIF 0
    Mrs Rhian Watson
    Born in November 1974
    Individual (1 offspring)
    Person with significant control
    2016-04-06 ~ now
    PE - Has significant influence or control → CIF 0
  • 3
    Cleaves, Robert
    F S Director born in September 1954
    Individual (3 offsprings)
    Officer
    2009-02-18 ~ now
    OF - Director → CIF 0
    Mr Robert Cleaves
    Born in September 1954
    Individual (3 offsprings)
    Person with significant control
    2016-04-06 ~ now
    PE - Has significant influence or control → CIF 0
  • 4
    Campbell, Hugh Alistair
    Director born in July 1970
    Individual (6 offsprings)
    Officer
    2009-02-18 ~ now
    OF - Director → CIF 0
  • 5
    COVLYN LIMITED - 2006-10-31
    Wylcwm Place, Knighton, Powys, United Kingdom
    Active Corporate (5 parents, 3 offsprings)
    Equity (Company account)
    793,228 GBP2024-03-31
    Person with significant control
    2016-04-06 ~ now
    PE - Ownership of shares – More than 25% but not more than 50% → CIF 0
    PE - Ownership of voting rights - More than 25% but not more than 50% → CIF 0
Ceased 2
  • 1
    Williams, Ivor Geoffrey
    Insurance Broker born in May 1960
    Individual (1 offspring)
    Officer
    2009-02-18 ~ 2016-07-18
    OF - Director → CIF 0
  • 2
    Jennings, Mark Anthony
    Independent Financial Adviser born in March 1960
    Individual
    Officer
    2009-02-18 ~ 2018-09-13
    OF - Director → CIF 0
    Mr Mark Anthony Jennings
    Born in March 1960
    Individual
    Person with significant control
    2016-04-06 ~ 2018-09-13
    PE - Has significant influence or control → CIF 0
parent relation
Company in focus

CALEB ROBERTS FINANCIAL MANAGEMENT LIMITED

Standard Industrial Classification
64999 - Financial Intermediation Not Elsewhere Classified
65110 - Life Insurance
65120 - Non-life Insurance
65300 - Pension Funding
Brief company account
Average Number of Employees
72023-04-01 ~ 2024-03-31
72022-04-01 ~ 2023-03-31
Property, Plant & Equipment
5,322 GBP2024-03-31
4,549 GBP2023-03-31
Fixed Assets
5,322 GBP2024-03-31
4,549 GBP2023-03-31
Debtors
Current
8,516 GBP2024-03-31
18,802 GBP2023-03-31
Cash at bank and in hand
157,190 GBP2024-03-31
141,298 GBP2023-03-31
Current Assets
165,706 GBP2024-03-31
160,100 GBP2023-03-31
Creditors
Current, Amounts falling due within one year
-76,982 GBP2024-03-31
-49,129 GBP2023-03-31
Net Current Assets/Liabilities
88,724 GBP2024-03-31
110,971 GBP2023-03-31
Total Assets Less Current Liabilities
94,046 GBP2024-03-31
115,520 GBP2023-03-31
Net Assets/Liabilities
92,715 GBP2024-03-31
114,382 GBP2023-03-31
Equity
Called up share capital
100 GBP2024-03-31
100 GBP2023-03-31
Retained earnings (accumulated losses)
92,615 GBP2024-03-31
114,282 GBP2023-03-31
Equity
92,715 GBP2024-03-31
114,382 GBP2023-03-31
Intangible Assets - Gross Cost
Goodwill
10,000 GBP2024-03-31
10,000 GBP2023-03-31
Intangible Assets - Accumulated Amortisation & Impairment
Goodwill
10,000 GBP2024-03-31
10,000 GBP2023-03-31
Property, Plant & Equipment - Gross Cost
Furniture and fittings
3,224 GBP2024-03-31
3,224 GBP2023-03-31
Computers
6,523 GBP2024-03-31
5,083 GBP2023-03-31
Property, Plant & Equipment - Gross Cost
9,747 GBP2024-03-31
8,307 GBP2023-03-31
Property, Plant & Equipment - Accumulated Depreciation (Not Including Impairment)
Furniture and fittings
1,842 GBP2023-03-31
Computers
1,916 GBP2023-03-31
Property, Plant & Equipment - Accumulated Depreciation (Not Including Impairment)
3,758 GBP2023-03-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Furniture and fittings, Owned/Freehold
193 GBP2023-04-01 ~ 2024-03-31
Computers, Owned/Freehold
474 GBP2023-04-01 ~ 2024-03-31
Owned/Freehold
667 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Furniture and fittings
2,035 GBP2024-03-31
Computers
2,390 GBP2024-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
4,425 GBP2024-03-31
Property, Plant & Equipment
Furniture and fittings
1,189 GBP2024-03-31
1,382 GBP2023-03-31
Computers
4,133 GBP2024-03-31
3,167 GBP2023-03-31
Trade Debtors/Trade Receivables
Current
6,638 GBP2024-03-31
16,850 GBP2023-03-31
Other Debtors
Current
179 GBP2023-03-31
Prepayments/Accrued Income
Current
1,878 GBP2024-03-31
1,773 GBP2023-03-31
Cash and Cash Equivalents
157,190 GBP2024-03-31
141,298 GBP2023-03-31
Trade Creditors/Trade Payables
Current
177 GBP2024-03-31
114 GBP2023-03-31
Corporation Tax Payable
Current
68,086 GBP2024-03-31
44,084 GBP2023-03-31
Taxation/Social Security Payable
Current
3,812 GBP2024-03-31
Other Creditors
Current
1,835 GBP2024-03-31
2,412 GBP2023-03-31
Accrued Liabilities/Deferred Income
Current
3,072 GBP2024-03-31
2,519 GBP2023-03-31
Creditors
Current
76,982 GBP2024-03-31
49,129 GBP2023-03-31
Profit/Loss - Increase/Decrease in Net Deferred Tax Liability from Amount Recognised
-193 GBP2023-04-01 ~ 2024-03-31
Deferred Tax Liabilities
Accelerated tax depreciation
1,331 GBP2024-03-31
1,138 GBP2023-03-31
Number of Shares Issued (Fully Paid)
Class 1 ordinary share
50 shares2024-03-31
50 shares2023-03-31
Par Value of Share
Class 1 ordinary share
1.002023-04-01 ~ 2024-03-31
Number of Shares Issued (Fully Paid)
Class 2 ordinary share
24 shares2024-03-31
24 shares2023-03-31
Par Value of Share
Class 2 ordinary share
1.002023-04-01 ~ 2024-03-31
Number of Shares Issued (Fully Paid)
Class 3 ordinary share
2 shares2024-03-31
2 shares2023-03-31
Par Value of Share
Class 3 ordinary share
1.002023-04-01 ~ 2024-03-31
Number of Shares Issued (Fully Paid)
Class 4 ordinary share
24 shares2024-03-31
24 shares2023-03-31
Par Value of Share
Class 4 ordinary share
1.002023-04-01 ~ 2024-03-31
  • CALEB ROBERTS FINANCIAL MANAGEMENT LIMITED
    Info
    Registered number 06823280
    Wylcym Place, Knighton, Powys LD7 1AE
    Private Limited Company incorporated on 2009-02-18 (16 years 4 months). The company status is Active.
    The last date of confirmation statement was made at 2025-02-18
    CIF 0
child relation
Offspring entities and appointments
Active 0
  • Not found in our database.

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Contains public sector information retrieved at 24 April 2025 and licensed under the Open Government Licence v3.0.