Ltd Facts The UK company register, as filed

Register entry · No. OC378352

DAVID ROBERTS & PARTNERS WEALTH MANAGEMENT LLP

Active Limited Liability Partnership Incorporated 12 Sep 2012

Checks

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    Filing history (form AD01)
  • Clear
    Company status

    Active.

    Companies House register
  • Clear
    Accounts on time

    Next due 30 Sep 2027.

    Companies House register
  • Clear
    Confirmation statement on time

    Next due 11 Dec 2026.

    Companies House register
  • Clear
    Owners

    2 owners on file.

    People with significant control · See it
  • Clear
    Last filed accounts

    Net assets £123,418.

    Accounts to 31 Dec 2025 · See it
  • Clear
    Charges

    None registered.

    Companies House register
  • Clear
    Trading history

    Incorporated 12 Sep 2012 (14 years ago).

    Companies House register
  • Clear
    Name changes

    Never renamed.

    Names over time

From the public register, filing history, officers, owners and filed accounts, as of 31 Oct 2026. Not a credit score or advice: open the filings before relying on them. JSON

  1. Registered office

    UNIT 2D, 2ND FLOOR CHARLOTTE HOUSE, 35-37 HOGHTON STREET, SOUTHPORT, ENGLAND, PR9 0NS

    As filed with Companies House.

  2. Nature of business

    —

  3. Accounts

    Next due
    30 Sep 2027
    Last made up to
    31 Dec 2025
    Type
    MICRO ENTITY

  4. Confirmation statement

    Next due
    11 Dec 2026
    Last made up to
    27 Nov 2025

  5. Charges

    Outstanding
    0
    All time
    0

  6. Names

    1. DAVID ROBERTS & PARTNERS WEALTH MANAGEMENT LLP current

Figures

Year endTurnoverProfitCashNet assetsStaff
31 Dec 2025 not published not published — £123,418 0
31 Dec 2024 not published not published — £61,811 2
31 Dec 2023 not published not published — £7,234 2
31 Dec 2022 not published not published — £-2,732 2
31 Dec 2021 not published not published — £355,038 2
31 Dec 2020 * not published not published — £138,127 2

* From the following year's accounts (prior-year figures).

People

Officers

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Named in the filed accounts meanwhile (not the register; no dates or whether still in office):

  • Mike Taylor · Member, named in the accounts to 31 Dec 2025
  • Gary Paul Taylor · Member, named in the accounts to 31 Dec 2025

Owners and controllers All 3, with past →

NameControlNotifiedCeasedBornNationality · lives in
Mr Gary Paul Taylor Significant influence or control limited liability partnership 1 Jan 2018 — December 1950 British · England
Mr Michael Joseph Taylor Significant influence or control limited liability partnership 1 Feb 2018 — October 1984 British · England

From the public register. We show month and year of birth only, and no addresses. Privacy and your data

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Questions

Is DAVID ROBERTS & PARTNERS WEALTH MANAGEMENT LLP still trading?

The register shows DAVID ROBERTS & PARTNERS WEALTH MANAGEMENT LLP as active.

When was DAVID ROBERTS & PARTNERS WEALTH MANAGEMENT LLP set up?

It was incorporated on 12 September 2012.

When are DAVID ROBERTS & PARTNERS WEALTH MANAGEMENT LLP's accounts due?

Next accounts are due by 30 September 2027. The last accounts were made up to 31 December 2025.

When is DAVID ROBERTS & PARTNERS WEALTH MANAGEMENT LLP's next confirmation statement due?

By 11 December 2026.

The file

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Source: Companies House, data file of 2026-10-01 and its live updates. View on Companies House