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CALEB ROBERTS FINANCIAL MANAGEMENT LIMITED

Company
CALEB ROBERTS FINANCIAL MANAGEMENT LIMITED (06823280)

CALEB ROBERTS FINANCIAL MANAGEMENT

Phone: 01874 625 758
A⁺ rating

ABOUT CALEB ROBERTS FINANCIAL MANAGEMENT LIMITED

Financial products are sometimes at their most useful when they are protecting our families, our incomes or our property.

There are many ways in which a family can protect itself, and because of the large range of products available there is usually an appropriate policy for most circumstances, and most budgets.

Caleb Roberts Financial Management Ltd is Authorised and Regulated by the Financial Conduct Authority. Financial Services Register Number 497107.

Registered in England & Wales, Company Number 682328. Registered Office address: Wylcwm Place, Knighton, LD7 1AE. Trading address: 6e Bulwark, Brecon, LD3 7LB. Telephone: 01874 625758

© 2018 Caleb Roberts Financial Management Ltd |

Pensions are, of course, designed to enable you to save sufficient money during your working life to provide an income stream for you to live comfortably after you have retired.

– referred to as the State Second Pension (S2P) but before 6 April 2002, it was known as the State Earnings Related Pension Scheme (SERPS). From 6 April 2002, S2P was reformed to provide a more generous additional State Pension for low and moderate earners, carers and people with a long term illness or disability and is based upon earnings on which standard rate Class 1 National Insurance contributions are paid or treated as having been paid. Additional State Pension is not available in respect of self employed income. From April 2016 both the basic rate pension and additional state pension will be combined to offer a simple single tier flat rate pension. **

– these are also Money Purchase schemes and are open to everyone and especially useful if you are self-employed, your employer doesn’t yet run a company scheme or just for topping up existing arrangements. From October 2012, the Government introduced reforms and all employers have to offer their employees, who meet certain criteria, automatic enrolment into a workplace pension. Employers can use the Government backed scheme, National Employment Savings Trust (NEST), or offer an alternative ‘Qualifying’ work place pension scheme such as a Group Personal Pension, providing it ‘ticks’ certain boxes. The process is being phased in between 2012 and 2018 depending on the head count of a firm. Employers are required to contribute a minimum of 3% of salary with Employees making a personal contribution of 4% with tax relief of 1% added on top, which again, is being phased in gradually.

are now a vast array of different products that may be used at retirement to provide benefits from the traditional form of annuity that provides a regular income stream to Flexi-access Drawdown which enables lump sums of benefits to be taken either as a one off payment or over a given number of years. Given the complexity and choice all individuals now have, it is important to seek independent financial advice before making any decisions.

Caleb Roberts Financial Management Ltd : Services

Assisting our clients to plan for their futures, normally requires us to consider all aspects of their financial well being. We are careful to ensure that we highlight any protection needs, investment or tax saving opportunities that exist. This level of service demands the general financial planning skills that we have built up over the years our business has been in operation.

KEY FINANCES

Year
2017
Assets
£228.41k ▲ £7.03k (3.18 %)
Cash
£173.69k ▼ £-1.89k (-1.08 %)
Liabilities
£62.48k ▼ £-1.28k (-2.01 %)
Net Worth
£165.93k ▲ £8.31k (5.27 %)

REGISTRATION INFO

Company name
CALEB ROBERTS FINANCIAL MANAGEMENT LIMITED
Company number
06823280
Status
Active
Categroy
Private Limited Company
Date of Incorporation
18 Feb 2009
Age - 12 years
Home Country
United Kingdom

CONTACTS

Website
caleb-financial.co.uk
Phones
01874 625 758
02920 491 874
01432 263 006
07973 567 366
07971 277 480
01874 622 478
07773 332 508
07836 525 192
Registered Address
WYLCYM PLACE,
KNIGHTON,
POWYS,
LD7 1AE

ECONOMIC ACTIVITIES

65110
Life insurance

LAST EVENTS

03 Mar 2017
Confirmation statement made on 18 February 2017 with updates
18 Nov 2016
Total exemption small company accounts made up to 31 March 2016
08 Aug 2016
Termination of appointment of Ivor Geoffrey Williams as a director on 18 July 2016

See Also

CALEB ROBERTS FINANCIAL MANAGEMENT LIMITED DIRECTORS

Rhian Watson

  Acting
Appointed
18 February 2009
Role
Secretary
Address
10 Cork Drive, Pontprennau, Cardiff, United Kingdom, CF23 8PU
Name
WATSON, Rhian

Hugh Alistair Campbell

  Acting
Appointed
18 February 2009
Occupation
Director
Role
Director
Age
51
Nationality
British
Address
Border Lodge, Presteigne Road, Knighton, Powys, LD7 1YR
Country Of Residence
United Kingdom
Name
CAMPBELL, Hugh Alistair

Robert Cleaves

  Acting PSC
Appointed
18 February 2009
Occupation
F S Director
Role
Director
Age
67
Nationality
British
Address
39 Beacons Park, Brecon, Powys, LD3 9BR
Country Of Residence
United Kingdom
Name
CLEAVES, Robert
Notified On
6 April 2016
Nature Of Control
Has significant influence or control

Mark Anthony Jennings

  Acting PSC
Appointed
18 February 2009
Occupation
Independent Financial Adviser
Role
Director
Age
61
Nationality
British
Address
Bryn Taf House, Quakers Yard, Treharris, CF46 5DU
Country Of Residence
United Kingdom
Name
JENNINGS, Mark Anthony
Notified On
6 April 2016
Nature Of Control
Has significant influence or control

Rhian Watson

  Acting PSC
Appointed
18 February 2009
Occupation
Independent Financial Adviser
Role
Director
Age
47
Nationality
British
Address
10 Cork Drive, Pontprennau, Cardiff, United Kingdom, CF23 8PU
Country Of Residence
United Kingdom
Name
WATSON, Rhian
Notified On
6 April 2016
Nature Of Control
Has significant influence or control

Ivor Geoffrey Williams

  Resigned
Appointed
18 February 2009
Resigned
18 July 2016
Occupation
Insurance Broker
Role
Director
Age
61
Nationality
British
Address
Nashville, 11 -15 Hospital Road, Builth Wells, Powys, LD2 3AT
Name
WILLIAMS, Ivor Geoffrey

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Excellent according to the company’s financial health.