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Company profile
EGAN ROBERTS WEALTH MANAGEMENT LIMITED
active • ltd • Ground Floor Citygate, Longridge Road, Preston, Lancashire, PR2 5BQ, England
Company no.14131560Officers3Documents12
Key company facts
Core operating details surfaced from the public profile endpoint.
- Company Number
- 14131560
- Company Status
- active
- Type
- ltd
- Date Of Creation
- 2022-05-25
- Registered Office
- Ground Floor Citygate, Longridge Road, Preston, Lancashire, PR2 5BQ, England
- Sic Codes
- financial intermediation not elsewhere classified
Financials
A cleaner view of the latest filing, balance sheet movement, and multi-year trend.
Total assets
£175,923
Equity
£14,870
Total liabilities
£161,053
Cash in bank
£174,299
Year-on-year movement
Quick comparison from the latest filed period.
2025-05-31
Equity
-£1.54k
-9.37%Cash in bank
-£4.92k
-2.75%Total assets
-£4.32k
-2.40%Total liabilities
+£2.79k
+1.70%Financial trend
Multi-year view of the main balance sheet lines.
Net Assets
Total Assets
Total Liabilities
£180,246£8,204-£163,838
202320242025
Latest snapshot
Financial year2025
Statement date2025-05-31
Trade debtors£1
Trade creditors£0
Fixed assets£704
Current assets£175,219
| Year | Net Assets | Total Assets | Total Liabilities |
|---|---|---|---|
| 2023 | £275 | £0 | £0 |
| 2024 | £16,408 | £180,246 | -£163,838 |
| 2025 | £14,870 | £175,923 | -£161,053 |
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Latest activity
Recent company and officer updates, reshaped from the watchlist activity source for public profile use.
| Update | Date | Recency |
|---|---|---|
| Accounts Submitted | 28 May 2026 | 12 Days |
| Accounts Submitted | 26 Feb 2026 | 3 Months |
| Confirmation Statement Submitted | 3 Jun 2025 | 1 Year |
| Accounts Submitted | 28 Feb 2025 | 1 Year |
| Accounts Submitted | 4 Jun 2024 | 2 Years |
| Confirmation Statement Submitted | 4 Jun 2024 | 2 Years |
| Change of Date Of Creation | 4 Jun 2024 | 2 Years |
| Change of Jurisdiction | 4 Jun 2024 | 2 Years |
| Change of Registered Office Address | 4 Jun 2024 | 2 Years |
| Change of Type | 4 Jun 2024 | 2 Years |
| CHAPLIN, Andrew Appointed | 25 May 2022 | 4 Years |
| ROBERTS, Keith Appointed | 25 May 2022 | 4 Years |
Documents
Public filing documents and direct PDF links where available.
| Description | Date | Document |
|---|---|---|
| accounts-with-accounts-type-total-exemption-full | 2026-05-28 | Open PDF |
| confirmation-statement-with-no-updates | 2025-06-03 | Open PDF |
| accounts-with-accounts-type-total-exemption-full | 2025-02-28 | Open PDF |
| confirmation-statement-with-no-updates | 2024-06-04 | Open PDF |
| change-registered-office-address-company-with-date-old-address-new-address | 2024-04-15 | Open PDF |
| accounts-with-accounts-type-total-exemption-full | 2024-02-24 | Open PDF |
| confirmation-statement-with-updates | 2023-07-27 | Open PDF |
| notification-of-a-person-with-significant-control | 2022-06-28 | Open PDF |
| notification-of-a-person-with-significant-control | 2022-06-28 | Open PDF |
| notification-of-a-person-with-significant-control | 2022-06-28 | Open PDF |
| withdrawal-of-a-person-with-significant-control-statement | 2022-06-28 | Open PDF |
| incorporation-company | 2022-05-25 | Open PDF |