CHRIS ROBERTS ASSOCIATES LIMITED

🏛️Establishedactive

12191891 · ltd · incorporated 2019-09-05

Investment thesis

Established operating company — standard diligence applies, no dominant angle.

Why interesting: Live, filing, normal profile.

Why risky: No standout signals in either direction.

🔒Estimated value

—

Upgrade to see

Turnover

—

year to Sept 2024

Net worth

—

book net assets

Opportunity

71/100

Strong

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What this business does

Primary activity: Financial intermediation not elsewhere classified

Sector: Financial & insurance

Investor take

Pursue

Strong opportunity: active trading company with strong profile and bankable structure.

Opportunity 71/100 (strong), bankability 75/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (65/100).

Data confidence

Overall: medium (72/100)

Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.

Company profile

address, 1 SIC codes, incorporation date

100

Financials

1 year of iXBRL accounts extracted (no YoY comparison) + narrative notes parsed

Lenders & charges

Confirmed no charges registered

Directors & officers

2 officers (2 active, 2 linked, 2 with DOB)

Ownership & PSC

2 active PSC(s) of 2 total, 2 with control declared

Director network

2 connected companies via shared directors

Filing history

15 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

71/100Strong

PassWatchWorth a lookStrongExceptional

Solid opportunity signal. Worth a dedicated memo and management meeting.

Business quality

Adequate — check latest filings for context.

Acquirability

Some acquirability indicators.

Risk profile

Few red flags.

Signal strength

Good data coverage for analysis.

Key financials

1 year extracted from filed iXBRL accounts

Cash

—

Net Worth

—

Current Assets

—

Current Liabilities

—

Financials

Extracted from Companies House accounts · accounting standard unknown

Metric	2024-09-30
Average employees	200

Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.

Recent activity

Last 30 days

filing

• 1 accounts

Last 90 days

filing

• 1 accounts

Last 180 days

filing

• 1 accounts

Counts from Companies House filing history.

Corporate timeline (12 events)Click to expand

2026-06-30
📄
change-account-reference-date-company-previous-extended
accounts · AA01
2025-01-13
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2024-07-01
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2023-06-19
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2022-06-16
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2021-05-27
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2021-05-25
📄
change-account-reference-date-company-previous-shortened
accounts · AA01
2021-05-24
📄
change-account-reference-date-company-previous-extended
accounts · AA01
2019-09-05
🏢
Company incorporated
As CHRIS ROBERTS ASSOCIATES LIMITED
2019-09-05
➕
ROBERTS, Christopher William appointed
director
2019-09-05
➕
ROBERTS, Sarah Jane appointed
director
2019-09-05
📄
incorporation-company
incorporation · NEWINC

Owner dependency

86/100

Critical — business is the founder

The business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.

FACTORS

+Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
+Founder name in company name: Company name contains director surname "ROBERTS" — strong identity link between founder and business.
+Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
+No director turnover: Company is 7 years old with no director changes — suggests a very tight-knit founder team never broadened.

Succession & seller-readiness

36/100

Weak signal

Limited succession signal. Not a near-term off-market candidate.

SIGNALS

secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.

Red flags

clean

No red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)

Shareholders & ownership

2 active beneficial owners

Name	Shares	Voting rights	Nature of control	Notified
Mr Christopher William Roberts Individual · British · DOB 11/1982 · age 44	25–50%	25–50%	25-50% shares · 25-50% voting	05/09/2019
Mrs Sarah Jane Roberts Individual · British · DOB 07/1978 · age 48	25–50%	25–50%	25-50% shares · 25-50% voting	05/09/2019

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

🔒Co-director network graph

Radial SVG graph showing every company connected via shared directors, colour-coded by status.

Available from the Pro tier upwards.

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Similar companies

Active · Financial services · GU postcode area

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BORGONON & CO LTD→ 05998255 · est 2006 · no financials extracted	—	—	—	—	19y	—	—
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CHRONOS SECURITIES LIMITED→ 12152325 · est 2019 · no financials extracted	—	—	—	—	6y	—	—
CHURCH'S FINANCIAL PLANNING LIMITED→ 03171812 · est 1996 · no financials extracted	—	—	—	—	30y	—	—
CHURTON HOUSE INVESTMENT COMPANY LIMITED→ 12706887 · est 2020 · no financials extracted	—	—	—	—	5y	—	—
CIGNPOST CORPORATE LIMITED→ 15785909 · est 2024 · no financials extracted	—	—	—	—	1y	—	—
CITICOURT & CO LIMITED→ 02649752 · est 1991 · no financials extracted	—	—	—	—	34y	—	—
CITVEST LIMITED→ 14944188 · est 2023 · no financials extracted	—	—	—	—	2y	—	—
CITY VIEW CAPITAL PARTNERS LTD→ 16213521 · est 2025 · no financials extracted	—	—	—	—	1y	—	—
CITYGROVE TRUSTEE LIMITED→ 10472642 · est 2016 · no financials extracted	—	—	—	—	9y	—	—
CLARITY (EOT) LIMITED→ 16554179 · est 2025 · no financials extracted	—	—	—	—	—	—	—
CLARITY LIMITED→ 03466459 · est 1997 · no financials extracted	—	—	—	—	28y	—	—

Peers ranked by estimated value, then turnover, then opportunity score.See all →

🔒Tailored diligence questions

6 specific questions generated from this company's actual signals — liquidity, leverage, director age, charge count, red flags, age-of-company.

Available from the Pro tier upwards.

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🔒Advanced scoring suite

Exit-route ranking, improvement thesis, quiet-distress detector, covenant-pressure proxy, extraction monitor, approaching triggers, ownership drift, local cluster, value trap, debt capacity, archetype classification — 48+ scoring modules.

Available from the Pro tier upwards.

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Company details

Statusactive

Typeltd

Incorporated2019-09-05

Jurisdictionengland-wales

Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

Rosemary Cottage Horsell Way

Horsell

Woking

Surrey

GU21 4UJ

United Kingdom

Filing status

Accounts

Next due: 2026-12-31

Last made up to: 2024-09-30

Confirmation statement

Next due: 2026-09-18

Last: 2025-09-04

Officers (2 active · 0 resigned)

ROBERTS, Christopher William→

director · ~44y · appointed 2019-09-05

View their other companies + combined net worth →

Active

ROBERTS, Sarah Jane→

director · ~48y · appointed 2019-09-05

View their other companies + combined net worth →

Active

Click a director name to see their full track record across all companies.

Recent filings (15 total)

change-account-reference-date-company-previous-extended

accounts · AA01

2026-06-30

confirmation-statement-with-no-updates

confirmation-statement · CS01

2025-09-16