Verified AccountantsUK firms, verified against the public record

Equity Private Clients Ltd

Tax adviser in Widnes WA8

Verified & RegulatedTrust Score87/100Excellent

Companies House: 06897128Suite 27 Foundry House, Waterside Lane, Widnes, WA8 8GTData updated 07 Jul 2026

In the local market

Equity Private Clients Ltd is one of 18 accountancy practices we verify in Widnes. Incorporated in 2009, it is among the longest-established of them. It is the only IFA-regulated firm among them, rather than under the default HMRC scheme.

Verified Accountants assessment

Equity Private Clients Ltd is a UK limited company based in Widnes, incorporated in 2009 and trading for 17 years.

Public records confirm it is anti-money-laundering supervised by IFA, a member firm of IFA, and up to date with its accounts (last filed 31 May 2025). Its most recent filed accounts, for the year to 31 May 2025, report net assets of £40,627, up from £17,662 the year before.

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Verification record and Trust Score

87/100

Trust Score

Excellent
Public record
AML supervised · IFA
Active company
Filing compliant
Trading 17 years
Professional qualification
  • IFA
  • ICAEW
  • ACCA
  • AAT
Contact
Website
Phone
Emailn/a

The Trust Score is the share of the applicable public signals we have verified, scored out of 100 - fully deterministic, never subjective. How it is scored, and every signal's points →

Companies HouseActiveno. 06897128 (opens in new tab)incorporated 2009Companies House · checked 07 Jul
Registered activity
  • SIC 69203 - Tax consultancy
The business activity the firm registered with Companies House (its Standard Industrial Classification).Companies House · checked 07 Jul
Filing complianceAccounts and confirmation statement filed on timelast accounts 31 May 2025 (opens in new tab)Companies House · checked 07 Jul
Professional bodyMember firm of IFAInstitute of Financial Accountants (IFA) is a UK professional accountancy body. Member firms must meet its qualification and conduct standards and can be disciplined by it.probody-ifa · checked 29 Jul
Anti-money-launderingSupervised by IFAIFA is one of the professional bodies approved to supervise accountants for anti-money-laundering. Every UK accountant must be supervised, by HMRC or an approved professional body, so this confirms the firm is monitored and operating legitimately.probody-ifa · checked 29 Jul
Sources: Companies House (opens in new tab), probody-ifa
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People at Equity Private Clients Ltd

Persons with significant control (1)

  • Mr David RobertsOwns 75-100% of shares, 75-100% of voting rights, Can appoint or remove directors, Significant influence or control

Source: Companies House register (opens in new tab).

Financials (as filed)

Companies House filing history (opens in new tab) | 2017 to 2025
Net assets
£41k
as at 31 May 2025+£23k vs 2024
Current assets
£63k
as at 31 May 2025+£28k vs 2024
Cash at bank
£21k
as at 31 May 2025+£9.0k vs 2024
Average employees
4
as at 31 May 2025+1 vs 2024
Current assets (cash, debtors, other) and net assets by year, in £. Latest year first.
202520242023202220212020201920182017
CashDebtorsOtherNet assets
Full figures
As filed31 May 202531 May 202431 May 202331 May 202231 May 202131 May 202031 May 201931 May 201831 May 2017
Average employees4343333
Net assets£40,627£17,662£18,152£23,950£24,073£6,223£8,407£6,473£483
Cash at bank£20,840£11,831£14,220
Current assets£63,120£35,068£38,659£43,862£45,190£15,233£12,710£17,357£7,818
Fixed assets£3,416£1,296£1,620£2,026£1,969£1,775£939£933£1,196
Debtors£42,280£23,237£24,439
Creditors£24,992£9,955£10,057
Shareholders equity£18,152£23,950£24,073£6,223£8,407£6,473£483

Figures as reported in this firm's accounts filed at Companies House. Net assets is total assets less what the company owes; a figure below zero means recorded liabilities exceed assets. Small companies may file abbreviated accounts that omit turnover and profit. Public record, reproduced as facts.

Timeline

  1. 2009Company incorporated
  2. 2025Latest accounts filed
  3. 2026Verified on this directory

Frequently asked questions

Is Equity Private Clients Ltd a regulated accountant?

Yes. Equity Private Clients Ltd is a member firm of IFA, and is supervised for anti-money-laundering by IFA. Every UK accountant must be supervised for anti-money-laundering, by HMRC or an approved professional body, so this confirms the firm is authorised to practise and monitored for compliance.

Is Equity Private Clients Ltd a chartered accountant?

Equity Private Clients Ltd is a member firm of IFA, a UK professional accountancy body, but it is not a chartered firm. Chartered status is conferred only by bodies such as ICAEW, ICAS or ACCA.

How long has Equity Private Clients Ltd been established?

Equity Private Clients Ltd was incorporated at Companies House in 2009, so it has been on the register for about 17 years. A longer trading history is one sign of an established, accountable firm, though a newer firm is not necessarily less capable.

Does Equity Private Clients Ltd file its accounts on time?

Yes. According to Companies House, Equity Private Clients Ltd's most recent statutory accounts were filed by their due date. On-time filing is a basic sign that a company is being administered properly.

How do you verify Equity Private Clients Ltd?

We build this record only from public, authoritative sources - for this firm, Companies House and probody-ifa, and stamp every claim with its source and the date we last checked it. We show only what we can verify and say so plainly when we cannot. How we verify →

How is the Trust Score calculated?

The Trust Score is fully deterministic: fixed points for public, verified signals - an active company, anti-money-laundering supervision, filing compliance, a confirmed website and trading history. Equity Private Clients Ltd scores 87/100. Nothing in the score is subjective, and every rule is listed on this page. How we verify →

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