DR

DAVID ROBERTS & PARTNERS WEALTH MANAGEMENT LLP

Active

Company number OC378352

Southport, England · Incorporated 12 September 2012

Unit 2d, 2nd Floor Charlotte House, 35-37 Hoghton Street, Southport, PR9 0NS, England

Last updated on 25 March 2026

Status
Active
Company age
14 years
Company type
Limited liability partnership
Accounts
Up to date

Company overview

No company summary available yet.

Compliance

Annual accounts Up to date
Last filed
31 December 2024
Next due
30 September 2026
2 weeks left
Confirmation statement Up to date
Last filed
27 November 2025
Next due
11 December 2026
3 months left

Financial snapshot

Last accounts type
Micro Entity
Period end
31 December 2024

Detailed figures (assets, liabilities, net worth) are available in the full credit report.

Officers

No officers on record.

Persons with significant control

PS
Mr Michael Joseph Taylor
Born October 1984
Significant Influence Or Control Limited Liability Partnership
1 February 2018
PS
Mr Gary Paul Taylor
Born December 1950
Significant Influence Or Control Limited Liability Partnership
1 January 2018

Funding

0 funding rounds

No funding rounds on record.

Filing history

Confirmation Statement With No Updates
Confirmation Statement
28 November 2025 View
Change Registered Office Address Limited Liability Partnership With Date Old Address New Address
Address
13 October 2025 View
Accounts With Accounts Type Micro Entity
Accounts
25 September 2025 View
Confirmation Statement With No Updates
Confirmation Statement
6 January 2025 View
Accounts With Accounts Type Micro Entity
Accounts
3 May 2024 View
Confirmation Statement With No Updates
Confirmation Statement
2 January 2024 View
Accounts With Accounts Type Micro Entity
Accounts
19 September 2023 View
Confirmation Statement With No Updates
Confirmation Statement
5 January 2023 View
Accounts With Accounts Type Micro Entity
Accounts
28 June 2022 View
Confirmation Statement With No Updates
Confirmation Statement
11 January 2022 View
Accounts With Accounts Type Micro Entity
Accounts
27 August 2021 View
Confirmation Statement With No Updates
Confirmation Statement
4 January 2021 View
Accounts With Accounts Type Micro Entity
Accounts
27 October 2020 View
Confirmation Statement With No Updates
Confirmation Statement
31 December 2019 View
Accounts With Accounts Type Micro Entity
Accounts
18 September 2019 View
Confirmation Statement With No Updates
Confirmation Statement
7 January 2019 View
Notification Of A Person With Significant Control Limited Liability Partnership
Persons With Significant Control
7 January 2019 View
Notification Of A Person With Significant Control Limited Liability Partnership
Persons With Significant Control
10 October 2018 View
Accounts With Accounts Type Micro Entity
Accounts
8 October 2018 View
Appoint Person Member Limited Liability Partnership With Appointment Date
Officers
1 February 2018 View
Confirmation Statement With No Updates
Confirmation Statement
15 January 2018 View
Termination Member Limited Liability Partnership With Name Termination Date
Officers
15 January 2018 View
Cessation Of A Person With Significant Control Limited Liability Partnership
Persons With Significant Control
15 January 2018 View
Accounts With Accounts Type Micro Entity
Accounts
5 October 2017 View
Confirmation Statement With Updates
Confirmation Statement
13 February 2017 View
Accounts With Accounts Type Total Exemption Small
Accounts
6 November 2016 View
Change Account Reference Date Limited Liability Partnership Previous Extended
Accounts
5 May 2016 View
Annual Return Limited Liability Partnership With Made Up Date
Annual Return
12 October 2015 View
Accounts With Accounts Type Total Exemption Small
Accounts
16 March 2015 View
Annual Return Limited Liability Partnership With Made Up Date
Annual Return
2 December 2014 View
Accounts With Accounts Type Total Exemption Small
Accounts
12 June 2014 View
Change Account Reference Date Limited Liability Partnership Previous Shortened
Accounts
2 May 2014 View
Annual Return Limited Liability Partnership With Made Up Date
Annual Return
26 March 2014 View
Gazette Filings Brought Up To Date
Gazette
4 March 2014 View
Gazette Notice Compulsary
Gazette
21 January 2014 View
Termination Member Limited Liability Partnership With Name
Officers
5 September 2013 View
Incorporation Limited Liability Partnership
Incorporation
12 September 2012 View

Risk at a glance

  • Company active
  • Accounts up to date
  • Confirmation statement up to date
  • No insolvency history
  • No registered charges
  • Credit score
  • Recommended limit
  • Payment risk

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