Annual accounts
Total Exemption Full accounts
31/12/2026Filing deadline
Made up to 31/03/2025Due 31/12/2026
- Next accounts made up to
- 31/03/2026
- Last accounts made up to
- 31/03/2025
CALEB ROBERTS FINANCIAL MANAGEMENT LIMITED
Active- 06823280Copy
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Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- Wylcym Place, Knighton, Powys LD7 1AE
- Classification (4 SIC codes)
- Financial intermediation not elsewhere classified (64.99/9 - SIC 2007)Life insurance (65.11 - SIC 2007)Non-life insurance (65.12 - SIC 2007)Pension funding (65.30 - SIC 2007)
- Accounts type
- Total Exemption Full
Company activity
Every document filed at Companies House for this company.
Pre-Score for UK companies is coming soon
- 18/09/2026View PDF (1 pages)
Cessation of Robert Cleaves as a person with significant control on 2026-09-17
Coming soon
What Pre-Score will tell you
- Whether the filed accounts are strengthening or weakening year on year.
- Whether this company files on time, and how often its record changes.
- How its officers and controlling parties connect to other UK companies.
Accounts and confirmation statement
The two filings Companies House requires every year, and where each one stands against its deadline today.
On schedule
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 18/02/2027
- Last statement dated
- 31/03/2025
Financial performance
The latest figures CALEB ROBERTS FINANCIAL MANAGEMENT LIMITED filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£119.96K2025
29.38%vs 20242024: £92.72K
Total Assets
£218.19K2025
23.72%vs 20242024: £176.35K
Cash in Bank
£184.93K2025
17.65%vs 20242024: £157.19K
Total Liabilities
£93.59K2025
19.51%vs 20242024: £78.31K
Employees
82025
0vs 20242024: 8
Of the 4 measures with an earlier filing to compare against, 4 rose. Total assets moved furthest, up 23.72% on 2024. See the full financial analysis for CALEB ROBERTS FINANCIAL MANAGEMENT LIMITED.
The full financial record
Four ways through CALEB ROBERTS FINANCIAL MANAGEMENT LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +2.4% a year (CAGR)Three-year trend, 2023–2025Every measure end to end across 2023, 2024 and 2025, with the compound rate behind each one.See what moved5 chartsCharts by indicator5 filed indicators plotted year by year, 2021–2025.Plot the figuresNothing estimatedRatios from the filed figures4 ratios computed from this company's own reported amounts, each shown against the year it was derived from.Check the ratios5 × 5 yearsEvery figure by yearAll 5 measures Okredo tracks across 5 reported years, exactly as filed.Open the table
Employees
Headcount as reported to Companies House for 2021–2025.
| Year | Employees | Change |
|---|---|---|
| 2025 | 8 | 0 |
| 2024 | 8 | +1 |
| 2023 | 7 | 0 |
| 2022 | 7 | 0 |
| 2021 | 7 | – |
Reported employee count increased from 7 in 2021 to 8 in 2025. See how headcount moved alongside the reported financials.
Credit report
It is a professional assessment of the company 's performance, revealing company's potential and risks, showing it's past experiences and revealing future prospects.
- Company potential
- Risk indicators
- Past performance
- Future prospects
Officers
4Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 18/02/2009–27/03/2026 | 5 | |
| Director | 18/02/2009–Present | 0 | |
| Director | 18/02/2009–Present | 10 | |
| Director | 30/07/2024–Present | 0 |
Persons with significant control
3Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/04/2016–Present | 5 | |
| 06/04/2016–Present | 0 | |
| 06/04/2016–13/09/2018 | 0 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 1 Since 18/09/2026
- Last 12 months
- 1
- Most recent filing
- 18/09/2026 less than a month ago
What changed in the last year
- Officer changesLatest 18/09/2026
Filing timeline
- 18/09/2026View PDF (1 pages)
Cessation of Robert Cleaves as a person with significant control on 2026-09-17
See when the next accounts and confirmation statement are due
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- Activity
- Activities of other holding companies n.e.c.
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GVO MONTI LIMITED
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- Activity
- Activities of other holding companies n.e.c.
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SOUND FINANCIAL PLANNING LIMITED
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- Activity
- Financial intermediation not elsewhere classified
- Company no.
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- Employees
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3 W EQUITY LTD
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- Activity
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About CALEB ROBERTS FINANCIAL MANAGEMENT LIMITED
A short description of the company, written from its Companies House record.
CALEB ROBERTS FINANCIAL MANAGEMENT LIMITED is a private limited company registered in the United Kingdom, based in Wylcym Place, Knighton, Powys LD7 1AE. Companies House classifies its business as Financial intermediation not elsewhere classified, one of 4 SIC classifications on its record. It has been on the register for 17 years 7 months.
The register currently records it as active. Its 2025 accounts report net assets of £119.96K and 8 employees.
CALEB ROBERTS FINANCIAL MANAGEMENT LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does CALEB ROBERTS FINANCIAL MANAGEMENT LIMITED do?
Companies House records CALEB ROBERTS FINANCIAL MANAGEMENT LIMITED under 4 registered business activities: Financial intermediation not elsewhere classified (64.99/9 - SIC 2007), Life insurance (65.11 - SIC 2007), Non-life insurance (65.12 - SIC 2007) and Pension funding (65.30 - SIC 2007).
Is CALEB ROBERTS FINANCIAL MANAGEMENT LIMITED still active?
CALEB ROBERTS FINANCIAL MANAGEMENT LIMITED is recorded as active on the Companies House register, and has been on it since 18/02/2009.
What are CALEB ROBERTS FINANCIAL MANAGEMENT LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £119.96K, total assets of £218.19K, cash in bank of £184.93K and total liabilities of £93.59K.
When did CALEB ROBERTS FINANCIAL MANAGEMENT LIMITED last file with Companies House?
The most recent document on the record is dated 18/09/2026: Cessation of Robert Cleaves as a person with significant control on 2026-09-17, less than a month ago.
When are CALEB ROBERTS FINANCIAL MANAGEMENT LIMITED's next filings due?
On the current registry record, accounts are due by 31/12/2026.
Who runs CALEB ROBERTS FINANCIAL MANAGEMENT LIMITED?
Companies House lists 4 officers (3 currently in post) and 3 people with significant control (2 current).