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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 3
  • 1
    Chaplin, Andrew
    Born in March 1975
    Individual (2 offsprings)
    Officer
    icon of calendar 2022-05-25 ~ now
    OF - Director → CIF 0
    Mr Andrew Chaplin
    Born in March 1975
    Individual (2 offsprings)
    Person with significant control
    icon of calendar 2022-05-25 ~ now
    PE - Ownership of voting rights - More than 25% but not more than 50%CIF 0
    PE - Ownership of shares – More than 25% but not more than 50%CIF 0
  • 2
    Roberts, Keith
    Born in November 1959
    Individual (7 offsprings)
    Officer
    icon of calendar 2022-05-25 ~ now
    OF - Director → CIF 0
    Mr Keith Roberts
    Born in November 1959
    Individual (7 offsprings)
    Person with significant control
    icon of calendar 2022-05-25 ~ 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
  • 3
    Mrs Helen Claire Roberts
    Born in January 1965
    Individual (2 offsprings)
    Person with significant control
    icon of calendar 2022-05-25 ~ now
    PE - Ownership of voting rights - More than 25% but not more than 50%CIF 0
    PE - Ownership of shares – More than 25% but not more than 50%CIF 0
parent relation
Company in focus

EGAN ROBERTS WEALTH MANAGEMENT LIMITED

Standard Industrial Classification
64999 - Financial Intermediation Not Elsewhere Classified
Brief company account
Property, Plant & Equipment
1,020 GBP2024-05-31
213 GBP2023-05-31
Debtors
3 GBP2024-05-31
3 GBP2023-05-31
Cash at bank and in hand
179,222 GBP2024-05-31
172,778 GBP2023-05-31
Current Assets
179,225 GBP2024-05-31
172,781 GBP2023-05-31
Creditors
Current
39,539 GBP2024-05-31
38,418 GBP2023-05-31
Net Current Assets/Liabilities
139,686 GBP2024-05-31
134,363 GBP2023-05-31
Total Assets Less Current Liabilities
140,706 GBP2024-05-31
134,576 GBP2023-05-31
Creditors
Non-current
124,298 GBP2024-05-31
134,298 GBP2023-05-31
Net Assets/Liabilities
16,408 GBP2024-05-31
278 GBP2023-05-31
Equity
Called up share capital
3 GBP2024-05-31
3 GBP2023-05-31
Retained earnings (accumulated losses)
16,405 GBP2024-05-31
275 GBP2023-05-31
Equity
16,408 GBP2024-05-31
278 GBP2023-05-31
Average Number of Employees
22023-06-01 ~ 2024-05-31
22022-05-25 ~ 2023-05-31
Property, Plant & Equipment - Gross Cost
Plant and equipment
1,267 GBP2024-05-31
225 GBP2023-05-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Plant and equipment
247 GBP2024-05-31
12 GBP2023-05-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Plant and equipment
235 GBP2023-06-01 ~ 2024-05-31
Property, Plant & Equipment
Plant and equipment
1,020 GBP2024-05-31
213 GBP2023-05-31
Other Debtors
Current
3 GBP2024-05-31
3 GBP2023-05-31
Corporation Tax Payable
Current
5,954 GBP2024-05-31
14 GBP2023-05-31
Other Taxation & Social Security Payable
Current
212 GBP2024-05-31
611 GBP2023-05-31
Other Creditors
Current
2,956 GBP2024-05-31
3,526 GBP2023-05-31

  • EGAN ROBERTS WEALTH MANAGEMENT LIMITED
    Info
    Registered number 14131560
    icon of addressGround Floor Citygate, Longridge Road, Preston, Lancashire PR2 5BQ
    PRIVATE LIMITED COMPANY incorporated on 2022-05-25 (3 years 8 months). The company status is Active.
    The last date of confirmation statement was made at 2025-05-24
    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 12 November 2025 and licensed under the Open Government Licence v3.0.