CALEB ROBERTS FINANCIAL MANAGEMENT LIMITED

1. Company facts

Status

active

Lifecycle

🌳 Mature — Long-running with flat or slow growth. Steady cash, limited upside.

Jurisdiction

england-wales

Registered office

Wylcym Place, Knighton, LD7 1AE

SIC codes

64999 — Financial intermediation not elsewhere classified; 65110 — Life insurance; 65120 — Non-life insurance; 65300 — Pension funding

Accounts next due

2026-12-31

Confirmation statement next due

2027-03-04

2. Directors (3 active)

CAMPBELL, Hugh Alistair

director · appointed 2009-02-18 · born 7/1970 (age 56)

DAVIES, Gari Wyn

director · appointed 2024-07-30 · born 7/1989 (age 37)

WATSON, Rhian

director · appointed 2009-02-18 · born 11/1974 (age 52)

3. Shareholders (3 active)

Caleb Roberts Group Limited

25-50% shares · 25-50% voting

Mrs Rhian Watson

significant influence

Mr Robert Cleaves

significant influence

4. Group structure

Caleb Roberts Group Limited holds 25-50% — a significant corporate investor but not a controlling parent.

Caleb Roberts Group Limited

Corporate parent · 25-50%

Headline verdict

Opportunity score

76/100 (Strong)

Owner dependency

high — 60/100

Red flags

0 high · 0 medium · 0 low