What Roberts Co LTD does

Roberts & Co (Bristol) Ltd is a UK-based chartered certified accountancy and registered audit practice founded in 1997 by Peter Roberts FCA and headquartered at 24 High Street, Chipping Sodbury, near Bristol. The firm provides a horizontal suite of professional accounting services — statutory audit and annual financial statements for limited companies, business start-up advisory, corporate finance consulting, outsourced bookkeeping and payroll bureau, self-assessment tax returns, comprehensive tax advisory (income, corporation, capital gains, inheritance), and VAT compliance. Its primary client segments are UK limited companies requiring statutory filings and high-value individuals requiring personal tax and inheritance planning, with secondary support for start-up businesses forming sole trader, partnership, or limited company structures.

The practice operates with a headcount of 17 employees (per firmographics) and serves clients primarily along the M4 Corridor — Bristol, Bath, London, and South Wales — leveraging information technology to service geographically distant clients remotely. Core technology consists of HMRC electronic filing systems and standard remote-servicing IT; the firm publishes an extensive static tax-table reference library on its website (covering Capital Allowances, ISAs, Inheritance Tax, Stamp Duty, VAT, etc.) as a top-of-funnel content resource. No proprietary software, API, SDK, or AI/ML capabilities are evidenced.

The firm is a private limited company, founder-owned and founder-operated, with no disclosed institutional investment, parent company, or external funding. Pricing is quote-based on a per-engagement basis following an initial no-obligation consultation, with billing on multi-year contracts. Customer acquisition is driven by direct sales (phone, email, website inquiry) rather than digital marketing or channel partnerships. Roberts & Co holds no disclosed patents, partnerships, alliances, awards, or M&A activity, and operates as an independent practice with no subsidiaries.

Name

Roberts Co LTD

Legal name

Roberts & Co (Bristol) Ltd

Website

https://roberts-co.co.uk

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

11–50 employees

Short description

Roberts & Co (Bristol) Ltd is a UK chartered certified accountancy and audit practice, founded in 1997, serving limited companies and high-net-worth individuals with audit, tax, payroll, and corporate finance services along the M4 Corridor.

Ownership category

akta.pro rank

Product category

Chartered Accounting & Tax Advisory

NAICS

Offices of Certified Public Accountants (541211)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

akta.pro secondary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

Keywords

• Chartered accounting services
• Statutory audit services
• Corporate tax advisory
• Payroll bureau services
• Business startup advisory

Headquarters

HQ city

Chipping Sodbury

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Professional Accounting Services: Fees generated from providing accounting, auditing, taxation, payroll, and business advisory services to corporate and individual clients

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels1 record

Core offering

Roberts & Co (Bristol) Ltd is a chartered certified accounting and registered audit practice delivering statutory audit, business startup, corporate finance, outsourcing/payroll, self assessment, taxation, and VAT services. The firm serves limited companies requiring audit and compliance support as well as high-value individuals requiring personal tax planning, primarily along the M4 Corridor including London, Bristol, and South Wales.

Product overview

Roberts & Co (Bristol) Ltd is a chartered certified accounting firm offering a unified suite of professional accounting and advisory services. The core portfolio comprises Audit (statutory audits and financial statement preparation), Business Start Up (new venture formation support), Corporate Finance (advisory services), Outsourcing / Payroll (bookkeeping, management accounts, and payroll bureau), Self Assessment (personal tax returns), Taxation (comprehensive tax advisory), and Value Added Tax (VAT compliance and registration). The practice primarily serves corporate clients and high-value individuals along the M4 Corridor including London, Bristol, and South Wales.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Time savings through electronic filing with HM Revenue and Customs
• +1 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Expansion highlights3 records

Broad incumbents

• KPMG UK (Small Business Accounting): Big 4 firm with a UK SME and mid-market practice offering audit, tax, and advisory. A larger-scale incumbent whose SME segment competes for the same clients as Roberts & Co.
• Mazars UK: International mid-tier accounting firm with UK offices including Bristol. Directly competes with Roberts & Co for SME audit and tax work in the same M4 corridor geography.
• Crowe UK: Mid-tier UK accounting and advisory firm offering audit, tax, and corporate finance. Comparable service portfolio to Roberts & Co but at meaningfully larger scale across regions.
• RSM UK: Mid-tier international accounting network with substantial UK presence. Operates in the same audit, tax, and outsourced finance space as Roberts & Co, though at much larger scale.
• MHA MacIntyre Hudson: Top-20 UK accountancy network offering audit, tax, payroll, and advisory. Larger than Roberts & Co but operates in the same SME and HNW segments with broadly the same service lines.
• Moore UK: UK member of the Moore Global network, providing audit, tax, and advisory services to SMEs and owner-managed businesses. Directly comparable client base to Roberts & Co.

Direct peers

• PKF Smith Cooper: Mid-sized UK chartered accountancy and business advisory firm with a strong South West/Midlands presence. Similar SME and HNW focus and full-service offering to Roberts & Co.
• Kingston Smith: London-based chartered accountancy firm serving SMEs, HNW individuals, and not-for-profits. Similar HNW and corporate client mix and service portfolio to Roberts & Co but concentrated in London.
• Bishop Fleming: UK regional chartered accountancy firm offering audit, tax, and advisory services to SMEs and HNW clients across the South West and beyond. Closely comparable in size, client mix, and service portfolio to Roberts & Co.
• TaxAssist Accountants: UK franchise-based accountancy network serving small businesses and sole traders with bookkeeping, tax, and payroll. Comparable SME client focus, though delivered via a franchise model rather than independent partnership.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/roberts-co-ltd

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Roberts Co LTD