Name: Excellent according to the company’s financial health.
Item: ROBERTS FINANCIAL PLANNING LIMITED
Rating: 5
Author: CheckTheCopmany

ROBERTS FINANCIAL PLANNING

Phone: 01423 799 114

A⁺ rating

ABOUT ROBERTS FINANCIAL PLANNING LIMITED

Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take.

I am particularly experienced in working with people with complex financial circumstances often high net worth individuals or company directors, and those who are retired or approaching retirement. I am able to offer you the benefit of over 25 years experience in financial services. I work with integrity and dedication to help you get the best from your assets and investments.

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The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website

www.sjp.co.uk/products

Roberts Associates is a trading name of Roberts Financial Planning Limited. Roberts Financial Planning Limited is registered in England and Wales, Number 5303791. Registered Office: Conyngham Hall, Bond End, Knaresborough, North Yorkshire, HG5 9AY.

KEY FINANCES

Year

2016

Assets

£218.04k ^{▼ £-8.82k (-3.89 %)}

Cash

£82.94k ^{▲ £37.56k (82.78 %)}

Liabilities

£1.57k ^{▼ £-78.02k (-98.03 %)}

Net Worth

£216.48k ^{▲ £69.2k (46.98 %)}

Download Balance Sheet for 2008-2016

REGISTRATION INFO

Company name: ROBERTS FINANCIAL PLANNING LIMITED
Company number: 05303791
Status: Active
Categroy: Private Limited Company
Date of Incorporation: 03 Dec 2004
Age - 21 years
Home Country: United Kingdom

CONTACTS

Website: robertssjp.co.uk
Phones: 01423 799 114
Registered Address: 8 YORK PLACE,
KNARESBOROUGH,
NORTH YORKSHIRE,
HG5 0AA

ECONOMIC ACTIVITIES

64999: Financial intermediation not elsewhere classified

LAST EVENTS

13 Dec 2016: Confirmation statement made on 3 December 2016 with updates
02 Aug 2016: Total exemption small company accounts made up to 31 December 2015
23 Dec 2015: Annual return made up to 3 December 2015 with full list of shareholders Statement of capital on 2015-12-23 GBP 200