# Egan Roberts Wealth Management Limited

## Details

- **Company number:** [14131560](https://find-and-update.company-information.service.gov.uk/company/14131560)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 25 May 2022
- **Registered office:** GROUND FLOOR CITYGATE, LONGRIDGE ROAD, PRESTON, PR2 5BQ
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified



## Officers

| Name | Role | Appointed | Resigned |
|---|---|---|---|
| CHAPLIN, Andrew | director | 25 May 2022 |  |
| ROBERTS, Keith | director | 25 May 2022 |  |



## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mrs Helen Claire Roberts | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent | 2 Apr 2026 |  |
| Mr Andrew Chaplin | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent | 25 May 2022 |  |
| Mr Keith Roberts | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent | 25 May 2022 |  |
| Mrs Helen Claire Roberts | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent | 25 May 2022 | 1 Apr 2026 |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 May 2025 | £14,870 | £174,299 | 0 |
| 31 May 2024 | £16,408 | £179,222 | 2 |
| 31 May 2023 | £278 | £172,778 | 2 |





## Directors' other companies

- [ROBERTS, Keith](/person/6785608) - director at [Egan Roberts Limited](/company/11410949)



## Companies at the same address

- [A J (Investments) Ltd](/company/03679212) (03679212)
- [Ad Anaesthetics Limited](/company/14423938) (14423938)
- [AHM City Walk Limited](/company/16069288) (16069288)
- [AL Foods 2020 Ltd](/company/12761081) (12761081)
- [Alan Cooper Limited](/company/03161292) (03161292)
- [Ambient Plumbing & Heating Services Ltd](/company/14015448) (14015448)
- [Bridge Business Associates Limited](/company/10283458) (10283458)
- [Cdsd Bloxwich Ltd](/company/16440680) (16440680)
- [Charcoal Flame Ltd](/company/15769228) (15769228)
- [Club Madeira Ltd](/company/16541872) (16541872)