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Company Information for

DAVID ROBERTS & PARTNERS (INSURANCE BROKERS) LIMITED

CHANCERY HOUSE, SLAIDBURN CRESCENT, SOUTHPORT, MERSEYSIDE, PR9 9YF,

Company Registration Number

01329408

Private Limited Company

Active

Company Overview

About David Roberts & Partners (insurance Brokers) Ltd

DAVID ROBERTS & PARTNERS (INSURANCE BROKERS) LIMITED was founded on 1977-09-09 and has its registered office in Southport. The organisation's status is listed as "Active". David Roberts & Partners (insurance Brokers) Limited is a Private Limited Company registered in with Companies House and the accounts submission requirement is categorised as FULL

Annual turnover is £6.5 million or more
The balance sheet total is £ 3.26 million or more
Employs 50 or more employees
May be publically listed
May be a member of a group of companies meeting any of the above criteria

Key Data

Legal Registered Office
Company Name
DAVID ROBERTS & PARTNERS (INSURANCE BROKERS) LIMITED

CHANCERY HOUSE SLAIDBURN CRESCENT SOUTHPORT MERSEYSIDE PR9 9YF Other companies in ARLQ

Filing Information

Company Number		01329408
Company ID Number		01329408
Date formed		1977-09-09
Country
Origin Country		United Kingdom
Type		Private Limited Company
CompanyStatus		Active
Lastest accounts		31/12/2022
Account next due		30/09/2024
Latest return		23/12/2015
Return next due		20/01/2017
Type of accounts		FULL

Last Datalog update:	2024-05-05 12:32:42
Primary Source:	Companies House

There are multiple companies registered at this address, the registered address may be the accountant's offices for DAVID ROBERTS & PARTNERS (INSURANCE BROKERS) LIMITED

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Company Officers of DAVID ROBERTS & PARTNERS (INSURANCE BROKERS) LIMITED

Current Directors

Officer	Role	Date Appointed
JOHN DAVID PAGE	Company Secretary	2008-04-05
DAVID BRIAN CHORLEY	Director	2009-08-01
JOHN DAVID PAGE	Director	1998-08-01

Previous Officers

Officer	Role	Date Appointed	Date Resigned
STUART THOMAS BENNETT	Director	2009-08-01	2018-01-02
JENNIFER MARIE FERNS	Company Secretary	2008-04-03	2008-04-05
KENNETH EDWARD DEARY	Company Secretary	2006-02-01	2008-04-03
KENNETH EDWARD DEARY	Director	2006-02-01	2008-04-03
DAVID BRIAN CHORLEY	Company Secretary	1992-01-19	2006-02-01
CHRISTOPHER HARTLEY CARTER	Director	1992-01-19	2006-02-01
DAVID BRIAN CHORLEY	Director	1992-01-19	2006-02-01
JOHN PETER NEALE	Director	1992-01-19	2003-01-31
DAVID HUGH ROBERTS	Director	1992-01-19	1998-07-31

Related Directorships

Officer	Related Company	Role	Date Appointed	Role Status	Incorporation date	Company Status
JOHN DAVID PAGE	D R & P HOLDINGS LIMITED	Company Secretary	2005-12-22	CURRENT	2005-12-22	Active - Proposal to Strike off
JOHN DAVID PAGE	D R & P HOLDINGS LIMITED	Director	2006-02-01	CURRENT	2005-12-22	Active - Proposal to Strike off

More director information

Corporation Filing History

Companies House Filing History

This is a record of the public documents (corporate filing) lodged from Companies House where the company has filed annual returns and other statutory filing documents. Examples of documents filed include: change of registered office, accounts filing, director/officer appointments & resignations, changes in share capital, shareholder members lists etc.

Date	Document Type	Document Description
2024-04-02		REGISTRATION OF A CHARGE / CHARGE CODE 013294080012
2024-02-01		CONFIRMATION STATEMENT MADE ON 02/01/24, WITH NO UPDATES
2023-08-18		FULL ACCOUNTS MADE UP TO 31/12/22
2023-07-25		STATEMENT OF SATISFACTION OF A CHARGE / FULL / CHARGE CODE 013294080009
2023-01-06		CONFIRMATION STATEMENT MADE ON 02/01/23, WITH NO UPDATES
2023-01-06	CS01	CONFIRMATION STATEMENT MADE ON 02/01/23, WITH NO UPDATES
2022-09-02		FULL ACCOUNTS MADE UP TO 31/12/21
2022-09-02	AA	FULL ACCOUNTS MADE UP TO 31/12/21
2022-04-08	MR01	REGISTRATION OF A CHARGE / CHARGE CODE 013294080011
2022-04-05	MR05
2022-01-14		CONFIRMATION STATEMENT MADE ON 02/01/22, WITH NO UPDATES
2022-01-14	CS01	CONFIRMATION STATEMENT MADE ON 02/01/22, WITH NO UPDATES
2021-12-15		REGISTRATION OF A CHARGE / CHARGE CODE 013294080010
2021-12-15	MR01	REGISTRATION OF A CHARGE / CHARGE CODE 013294080010
2021-12-10	MR04	STATEMENT OF SATISFACTION OF A CHARGE / FULL / CHARGE CODE 013294080009
2021-09-17	CH01	Director's details changed for Mr John David Page on 2021-09-17
2021-09-17	CH03	SECRETARY'S DETAILS CHNAGED FOR MR JOHN DAVID PAGE on 2021-09-17
2021-08-23	AA	SMALL COMPANY ACCOUNTS MADE UP TO 31/12/20
2021-06-30	CH01	Director's details changed for Mr Craig Arthur Seed on 2021-06-30
2021-03-18	MEM/ARTS	ARTICLES OF ASSOCIATION
2021-03-01	MR01	REGISTRATION OF A CHARGE / CHARGE CODE 013294080009
2021-02-05	CS01	CONFIRMATION STATEMENT MADE ON 02/01/21, WITH NO UPDATES
2020-10-09	AA	SMALL COMPANY ACCOUNTS MADE UP TO 31/12/19
2020-02-14	CH01	Director's details changed for Mr John David Page on 2020-02-14
2020-02-10	CS01	CONFIRMATION STATEMENT MADE ON 02/01/20, WITH UPDATES
2020-01-03	PSC02	Notification of Dr & P Group Limited as a person with significant control on 2019-12-20
2020-01-03	PSC07	CESSATION OF DR&P HOLDINGS LTD AS A PERSON OF SIGNIFICANT CONTROL
2019-03-28	AA	31/07/18 ACCOUNTS TOTAL EXEMPTION FULL
2019-03-27	AA	31/12/18 ACCOUNTS TOTAL EXEMPTION FULL
2019-02-12	AP01	DIRECTOR APPOINTED MR SIMON CHRISTOPHER BLAND
2019-01-30	RES01	ADOPT ARTICLES 30/01/19
2019-01-29	AA01	Previous accounting period shortened from 31/12/19 TO 31/12/18
2019-01-21	AA01	Current accounting period extended from 31/07/19 TO 31/12/19
2019-01-17	CS01	CONFIRMATION STATEMENT MADE ON 02/01/19, WITH NO UPDATES
2018-11-30	AP01	DIRECTOR APPOINTED MR PAUL ROBERT BROOKBANKS
2018-11-29	AP01	DIRECTOR APPOINTED MR CRAIG ARTHUR SEED
2018-11-29	TM01	APPOINTMENT TERMINATED, DIRECTOR DAVID BRIAN CHORLEY
2018-04-06	AA	31/07/17 ACCOUNTS TOTAL EXEMPTION FULL
2018-01-15	CS01	CONFIRMATION STATEMENT MADE ON 02/01/18, WITH NO UPDATES
2018-01-15	TM01	APPOINTMENT TERMINATED, DIRECTOR STUART THOMAS BENNETT
2017-04-13	AA	31/07/16 ACCOUNTS TOTAL EXEMPTION SMALL
2017-01-05	LATEST SOC	05/01/17 STATEMENT OF CAPITAL;GBP 2130
2017-01-05	CS01	CONFIRMATION STATEMENT MADE ON 23/12/16, WITH UPDATES
2016-05-05	AA	31/07/15 ACCOUNTS TOTAL EXEMPTION SMALL
2016-01-04	LATEST SOC	04/01/16 STATEMENT OF CAPITAL;GBP 2130
2016-01-04	AR01	23/12/15 ANNUAL RETURN FULL LIST
2015-11-12	MR01	REGISTRATION OF A CHARGE / CHARGE CODE 013294080008
2015-11-12	MR04	STATEMENT OF SATISFACTION OF A CHARGE / FULL / CHARGE CODE 7
2015-03-16	AA	31/07/14 ACCOUNTS TOTAL EXEMPTION SMALL
2015-01-13	LATEST SOC	13/01/15 STATEMENT OF CAPITAL;GBP 2130
2015-01-13	AR01	23/12/14 ANNUAL RETURN FULL LIST
2015-01-12	CH03	SECRETARY'S DETAILS CHNAGED FOR MR JOHN DAVID PAGE on 2014-12-01
2015-01-12	CH01	DIRECTOR'S CHANGE OF PARTICULARS / MR JOHN DAVID PAGE / 01/12/2014
2015-01-12	CH01	DIRECTOR'S CHANGE OF PARTICULARS / MR DAVID BRIAN CHORLEY / 01/10/2014
2014-05-02	AA	31/07/13 ACCOUNTS TOTAL EXEMPTION SMALL
2013-12-31	LATEST SOC	31/12/13 STATEMENT OF CAPITAL;GBP 2130
2013-12-31	AR01	23/12/13 ANNUAL RETURN FULL LIST
2013-12-30	CH01	Director's details changed for Mr Stuart Thomas Bennett on 2013-03-29
2013-02-07	AA	ACCOUNTS FOR 'SMALL' CO. MADE UP TO 31/07/12
2013-01-08	AR01	23/12/12 FULL LIST
2012-02-17	AA	ACCOUNTS FOR 'SMALL' CO. MADE UP TO 31/07/11
2011-12-23	AR01	23/12/11 FULL LIST
2011-05-09	MG02	DECLARATION OF SATISFACTION IN FULL OR IN PART OF A MORTGAGE OR CHARGE /FULL /CHARGE NO 6
2011-05-09	MG02	DECLARATION OF SATISFACTION IN FULL OR IN PART OF A MORTGAGE OR CHARGE /FULL /CHARGE NO 4
2011-04-15	MG01	PARTICULARS OF A MORTGAGE OR CHARGE / CHARGE NO: 7
2011-03-07	AA	ACCOUNTS FOR 'SMALL' CO. MADE UP TO 31/07/10
2011-01-10	AR01	23/12/10 FULL LIST
2010-05-04	AA	ACCOUNTS FOR 'SMALL' CO. MADE UP TO 31/07/09
2010-02-02	AR01	23/12/09 FULL LIST
2010-01-27	CH01	DIRECTOR'S CHANGE OF PARTICULARS / MR JOHN DAVID PAGE / 27/01/2010
2010-01-27	CH01	DIRECTOR'S CHANGE OF PARTICULARS / DAVID BRIAN CHORLEY / 27/01/2010
2010-01-27	CH01	DIRECTOR'S CHANGE OF PARTICULARS / STUART THOMAS BENNETT / 27/01/2010
2009-08-10	288a	DIRECTOR APPOINTED DAVID BRIAN CHORLEY
2009-08-10	288a	DIRECTOR APPOINTED STUART THOMAS BENNETT
2009-06-03	AA	FULL ACCOUNTS MADE UP TO 31/07/08
2009-03-12	363a	RETURN MADE UP TO 19/01/09; NO CHANGE OF MEMBERS
2009-03-12	288b	APPOINTMENT TERMINATED SECRETARY JENNIFER FERNS
2009-03-12	288a	SECRETARY APPOINTED JOHN DAVID PAGE
2008-05-23	363a	RETURN MADE UP TO 23/12/07; FULL LIST OF MEMBERS
2008-05-23	353	LOCATION OF REGISTER OF MEMBERS
2008-05-23	288c	DIRECTOR'S CHANGE OF PARTICULARS / JOHN PAGE / 23/12/2007
2008-05-19	AA	FULL ACCOUNTS MADE UP TO 31/07/07
2008-04-16	403a	DECLARATION OF SATISFACTION IN FULL OR IN PART OF A MORTGAGE OR CHARGE /FULL /CHARGE NO 5
2008-04-11	288b	APPOINTMENT TERMINATED DIRECTOR KENNETH DEARY
2008-04-11	288a	SECRETARY APPOINTED JENNIFER MARIE FERNS
2008-04-11	RES07	FINANCIAL ASSISTANCE FOR THE ACQUISITION OF SHARES
2008-04-11	288b	APPOINTMENT TERMINATED SECRETARY KENNETH DEARY
2008-04-11	155(6)a	DECLARATION OF ASSISTANCE FOR SHARES ACQUISITION
2008-03-07	287	REGISTERED OFFICE CHANGED ON 07/03/2008 FROM 40 HOGHTON STREET SOUTHPORT MERSEYSIDE PR9 0PQ
2007-08-02	395	PARTICULARS OF MORTGAGE/CHARGE
2007-06-04	AA	FULL ACCOUNTS MADE UP TO 31/07/06
2007-01-16	363a	RETURN MADE UP TO 23/12/06; FULL LIST OF MEMBERS
2007-01-16	288b	DIRECTOR RESIGNED
2007-01-16	353	LOCATION OF REGISTER OF MEMBERS
2006-09-01	288a	NEW SECRETARY APPOINTED
2006-06-07	AA	FULL ACCOUNTS MADE UP TO 31/07/05
2006-02-23	RES09	AUTHORITY- PURCHASE SHARES OTHER THAN FROM CAPITAL
2006-02-23	169	£ SR 400@1 30/01/05
2006-02-20	155(6)a	DECLARATION OF ASSISTANCE FOR SHARES ACQUISITION
2006-02-20	RES13	APPROVAL BY COMP 01/02/06
2006-02-20	RES07	FINANCIAL ASSISTANCE FOR THE ACQUISITION OF SHARES
2006-02-10	ELRES	S386 DISP APP AUDS 01/02/06
2006-02-10	RES01	ALTERATION TO MEMORANDUM AND ARTICLES
2006-02-09	288a	NEW DIRECTOR APPOINTED
2006-02-09	288b	SECRETARY RESIGNED;DIRECTOR RESIGNED
2006-02-09	287	REGISTERED OFFICE CHANGED ON 09/02/06 FROM: LEYLAND HOUSE 16 DERBY ST ORMSKIRK LANCASHIRE L39 2BY
2006-02-08	395	PARTICULARS OF MORTGAGE/CHARGE
2006-02-03	403a	DECLARATION OF SATISFACTION OF MORTGAGE/CHARGE
2006-02-02	395	PARTICULARS OF MORTGAGE/CHARGE
2005-12-23	288c	SECRETARY'S PARTICULARS CHANGED;DIRECTOR'S PARTICULARS CHANGED
2005-12-23	363a	RETURN MADE UP TO 23/12/05; FULL LIST OF MEMBERS
2005-12-23	288c	DIRECTOR'S PARTICULARS CHANGED
2005-06-06	AA	FULL ACCOUNTS MADE UP TO 31/07/04
2004-12-23	363s	RETURN MADE UP TO 23/12/03; FULL LIST OF MEMBERS
2004-12-23	363(288)	SECRETARY'S PARTICULARS CHANGED;DIRECTOR'S PARTICULARS CHANGED
2004-12-23	363s	RETURN MADE UP TO 23/12/04; FULL LIST OF MEMBERS
2004-06-02	AA	FULL ACCOUNTS MADE UP TO 31/07/03
2003-06-04	AA	FULL ACCOUNTS MADE UP TO 31/07/02

Industry Information

SIC/NAIC Codes

65 - Insurance, reinsurance and pension funding, except compulsory social security

651 - Insurance

65120 - Non-life insurance

Licences & Regulatory approval

We could not find any licences issued to DAVID ROBERTS & PARTNERS (INSURANCE BROKERS) LIMITED or authorisation from an industry specific regulator to operate. These may not be required.

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Risks

Legal Notices

No legal notices or events such as winding-up orders or proposals to strike-off have been issued

Fines / Sanctions

No fines or sanctions have been issued against DAVID ROBERTS & PARTNERS (INSURANCE BROKERS) LIMITED

Liabilities

Mortgages / Charges

Total # Mortgages/Charges	12
Mortgages/Charges outstanding	3
Mortgages Partially Satisifed	0
Mortgages Satisfied/Paid	9

Details of Mortgagee Charges

Charge Type	Date of Charge	Charge Status	Mortgagee
	2015-11-04	Outstanding	CLYDESDALE BANK PLC (TRADING AS BOTH CLYDESDALE BANK AND YORKSHIRE BANK)
DEBENTURE	2011-04-15	Satisfied	MACQUARIE BANK LIMITED
DEBENTURE	2007-07-31	Satisfied	NATIONAL WESTMINSTER BANK PLC
DEBENTURE	2006-02-01	Satisfied	THE ROYAL BANK OF SCOTLAND PLC
DEBENTURE	2006-02-01	Satisfied	DAVID CHORLEY
FURTHER ADVANCE AND FLOATING CHARGE	1991-12-02	Satisfied	BRITANNIA BUILDING SOCIETY
LEGAL CHARGE	1990-02-28	Satisfied	BRITANNIA BUILDING SOCIETY
LEGAL MORTGAGE	1984-07-09	Satisfied	NATIONAL WESTMINSTER BANK PLC

Filed Financial Reports

Annual Accounts
2014-07-31

Annual Accounts
2013-07-31

Annual Accounts
2012-07-31

Annual Accounts
2011-07-31

Annual Accounts
2010-07-31

Annual Accounts
2009-07-31

Annual Accounts
2008-07-31

These are the financial reports (either an abhreviated set of accounts or profit& loss statement and balance sheet) have been filed with Companies House. The reports allow you to do a basic business credit check on DAVID ROBERTS & PARTNERS (INSURANCE BROKERS) LIMITED

Intangible Assets

Patents

We have not found any records of DAVID ROBERTS & PARTNERS (INSURANCE BROKERS) LIMITED registering or being granted any patents

Domain Names

We do not have the domain name information for DAVID ROBERTS & PARTNERS (INSURANCE BROKERS) LIMITED

Trademarks

We have not found any records of DAVID ROBERTS & PARTNERS (INSURANCE BROKERS) LIMITED registering or being granted any trademarks

Income

Government Income

We have not found government income sources for DAVID ROBERTS & PARTNERS (INSURANCE BROKERS) LIMITED. This could be because the transaction value was below £ 500 with local government or below £ 25,000 for central government. We have found 8,000 supplier to government that are UK companies so approx 0.2% of companies listed on Datalog supply to government.

The top companies supplying to UK government with the same SIC code (65120 - Non-life insurance) as DAVID ROBERTS & PARTNERS (INSURANCE BROKERS) LIMITED are:

JLT SPECIALTY LIMITED	£ 2,180,984
HEATH LAMBERT LIMITED	£ 1,455,754
MUNICIPAL MUTUAL INSURANCE LIMITED	£ 984,431
TRAVELERS INSURANCE COMPANY LIMITED	£ 366,128
ARGYLL INSURANCE SERVICES LIMITED	£ 36,250
TRAVELERS MANAGEMENT LIMITED	£ 30,200
HJC ACTUARIAL CONSULTING LIMITED	£ 14,600
LEGAL AND INSURANCE SERVICES LIMITED	£ 4,200
CCV RISK SOLUTIONS LIMITED	£ 2,477
AVIVA INSURANCE LIMITED	£ 2,466
MUNICIPAL MUTUAL INSURANCE LIMITED	£ 29,362,377
JLT SPECIALTY LIMITED	£ 14,035,840
TRAVELERS INSURANCE COMPANY LIMITED	£ 12,916,653
HEATH LAMBERT LIMITED	£ 5,966,973
GRIFFITHS & ARMOUR INSURANCE BROKERS LIMITED	£ 4,718,440
WILLIS LIMITED	£ 3,695,566
ARTHUR J. GALLAGHER (UK) LIMITED	£ 3,679,492
HEATH LAMBERT GROUP LIMITED	£ 3,114,884
PJ BROKING LIMITED	£ 3,043,015
ASPEN INSURANCE UK LIMITED	£ 2,636,395
MUNICIPAL MUTUAL INSURANCE LIMITED	£ 29,362,377
JLT SPECIALTY LIMITED	£ 14,035,840
TRAVELERS INSURANCE COMPANY LIMITED	£ 12,916,653
HEATH LAMBERT LIMITED	£ 5,966,973
GRIFFITHS & ARMOUR INSURANCE BROKERS LIMITED	£ 4,718,440
WILLIS LIMITED	£ 3,695,566
ARTHUR J. GALLAGHER (UK) LIMITED	£ 3,679,492
HEATH LAMBERT GROUP LIMITED	£ 3,114,884
PJ BROKING LIMITED	£ 3,043,015
ASPEN INSURANCE UK LIMITED	£ 2,636,395
MUNICIPAL MUTUAL INSURANCE LIMITED	£ 29,362,377
JLT SPECIALTY LIMITED	£ 14,035,840
TRAVELERS INSURANCE COMPANY LIMITED	£ 12,916,653
HEATH LAMBERT LIMITED	£ 5,966,973
GRIFFITHS & ARMOUR INSURANCE BROKERS LIMITED	£ 4,718,440
WILLIS LIMITED	£ 3,695,566
ARTHUR J. GALLAGHER (UK) LIMITED	£ 3,679,492
HEATH LAMBERT GROUP LIMITED	£ 3,114,884
PJ BROKING LIMITED	£ 3,043,015
ASPEN INSURANCE UK LIMITED	£ 2,636,395

Outgoings

Business Rates/Property Tax

No properties were found where DAVID ROBERTS & PARTNERS (INSURANCE BROKERS) LIMITED is liable for the business rates / property tax. This could be for a number of reasons.

The council hasnt published the data
We havent found or been able to process the councils data
The company is part of a group of companies and another company in the group is liable for business rates
The registered office may be a residential address which does not have a commercial designation. If the business is run from home then it won't be a commercial property and hence won't be liable for business rates.
Serviced offices are increasingly popular and therefore a business may not be paying business rates directly - the building owner is and this is incorporated in the office rental charge.

Government Grants / Awards

Technology Strategy Board Awards

The Technology Strategy Board has not awarded DAVID ROBERTS & PARTNERS (INSURANCE BROKERS) LIMITED any grants or awards. Grants from the TSB are an indicator that the company is investing in new technologies or IPR

European Union CORDIS Awards

The European Union has not awarded DAVID ROBERTS & PARTNERS (INSURANCE BROKERS) LIMITED any grants or awards.

Ownership

We could not find any group structure information

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