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EGAN ROBERTS WEALTH MANAGEMENT LIMITED

Active
14131560·incorporated 2022-05-25

EGAN ROBERTS WEALTH MANAGEMENT LIMITED is an active UK private limited company, incorporated on 25 May 2022 at Companies House (number 14131560; OpenRegistry canonical ID GB-14131560-egan-roberts-wealth-management-limited). Sophymarine's OpenRegistry classifies it under SIC 64999 (Financial intermediation not elsewhere classified), one of 31,002 active UK entities in that code and one of 21,065 active companies registered in Preston, Lancashire (postcode PR2). Programmatic access via MCP at https://openregistry.sophymarine.com/mcp.

Status
Active
Type
Private Limited Company
Incorporated
2022-05-25
Registered Address
GROUND FLOOR CITYGATE, LONGRIDGE ROAD, PRESTON, LANCASHIRE, PR2 5BQ, ENGLAND
SIC
64999 — Financial intermediation not elsewhere classified
Country of origin
United Kingdom

Directors

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Shareholders

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Financials

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Filings

Check filing history of EGAN ROBERTS WEALTH MANAGEMENT LIMITED

Accounts

Last filed accounts made up to 2024-05-31. Next accounts due 2026-05-31. Financial year-end: 31/05. Filing class: TOTAL EXEMPTION FULL.

Confirmation statement

Last confirmation statement made up to 2025-05-24. Next confirmation statement due 2026-06-07.

Persons with significant control

EGAN ROBERTS WEALTH MANAGEMENT LIMITED has 3 persons with significant control on file:

  • Mr Andrew Chaplin born 1975 resident in England, British national. Notified 2022-05-25.
    • Owns 25–50% of shares
    • Holds 25–50% of voting rights
  • Mr Keith Roberts born 1959 resident in United Kingdom, British national. Notified 2022-05-25.
    • Owns 25–50% of shares
    • Holds 25–50% of voting rights
  • Mrs Helen Claire Roberts born 1965 resident in United Kingdom, British national. Notified 2022-05-25.
    • Owns 25–50% of shares
    • Holds 25–50% of voting rights
  • No individual or entity with significant control has been identified.

1 historical PSC record has ceased:

  • (unnamed). Notified 2022-05-25. Ceased 2022-05-25.

Similar UK companies

Other companies registered under SIC 64999 (Financial intermediation not elsewhere classified):

Other companies registered in Preston:

Need real-time profile, officers, shareholders, financials or filing? Open the live profile at /company/gb/14131560.

Source: Companies House Free Company Data, refreshed 2026-05-01. Official record: find-and-update.company-information.service.gov.uk.