Roberts Wealth & Financial Planning Ltd
Private Limited Company · Llanelli
ActiveUnited KingdomIncorporated 2022Private Limited Company
Financial position
Accounts to 2026-02-28 · GBP · Company accounts
Net assets
£45,604
Cash
£27,577
Turnover
—
Profit / loss
—
Current assets
£50,092
Creditors < 1 year
£61,833
Equity
£45,604
Average employees
2
Balance-sheet trend
GBP · companyFinancial statements
Selected figures from the best-ranked available filing for each period. Missing values remain unknown.
| Reported figures | 2026-02-2812 months · Company | 2025-02-2812 months · Company | 2024-02-2912 months · Company | 2023-02-2812 months |
|---|---|---|---|---|
| Balance sheet | ||||
| Net assets | £45,604 | £13,957 | £8,319 | −£13,708 |
| Equity | £45,604 | £13,957 | £8,319 | — |
| Assets | ||||
| Fixed assets | £69,257 | £76,297 | £81,595 | £92,095 |
| Intangible assets | £67,095 | £73,595 | £80,095 | £90,095 |
| Property, plant & equipment | £2,162 | £2,702 | £1,500 | £2,000 |
| Current assets | £50,092 | £18,003 | £12,064 | £12,016 |
| Cash at bank | £27,577 | £16,250 | £12,064 | £10,901 |
| Debtors | £22,515 | £1,753 | — | — |
| Liabilities | ||||
| Creditors within one year | £61,833 | £80,343 | £85,340 | £117,819 |
| Creditors after one year | £11,912 | — | — | — |
| Net current assets | −£11,741 | −£62,340 | −£73,276 | −£105,803 |
| Assets less current liabilities | £57,516 | £13,957 | — | — |
| People & pay | ||||
| Average employees | 2 | 2 | 2 | 2 |
| Source evidence | View filing | View filing | View filing | View filing |
Secured borrowing
Registered charges, lenders and security interests.
Charges and related records
1 outstanding chargesAll Assets · created 2022-10-25
—
Outstanding