Heritage Financial Limited

  • Small
  • Holding
  • Active
  • 15 years
  • 37 employees
  • £982,622 (assets)
  • Real address
  • 3 directors
  • 1 owner

Field of Operation

Fund management activities
66300 6413 companies

Summary

Heritage Financial Limited is a private limited company registered in England/Wales with the registration number 07103745. The company was founded fifteen years ago on December 14, 2009, and registered at BH23 1QL, England, Christchurch, Dorset, The Old House, 24 Bargates. The address is probably real as only one company registered at the same address. Its status is active. The company operates in the fund management activities industries. Officially, it has one owner or PSCs, three directors, and thirty seven employees.

It's a small company as it met two conditions of three: turnover less than £10.2 million, balance sheet less than £5.1 million, employees less than 50. The last reported current assets is £982,622.

WARNING:The numbers have been rounded for simplicity and may be inaccurate.Please, refer to the latest financial report for verification.

Owners & PSC

  • Heritage Financial Group Ltd
  • 1 year
  • 75%+

Managers

  • 15 years
  • 4
Financial adviser
  • 15 years
  • 5
Financial adviser
  • 15 years
  • 14
Secretary

Last reports

Download the last financial report
Download the last confirmation report
* may contain a full shareholder list

Last news

  1. Total exemption full accounts made up to 2024-12-31
  2. Confirmation statement made on 2024-10-30 with no updates
  3. Total exemption full accounts made up to 2023-12-31
See all events

Heritage Financial Limited controls

Owns & Controls

  • 4 years
  • 75%+

FAQ about Heritage Financial Limited

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