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Heron House Financial Management Limited
Heron House Financial Management Limited is an active company incorporated on 11 March 1996 with the registered office located in Newport, Gwent. Heron House Financial Management Limited was registered 29 years ago.
Watch Company
Status
Active
Active since
incorporation
Company No
03170656
Private limited company
Age
29 years
Incorporated
11 March 1996
Size
Small
Balance sheet is under
£7.5M
Under
50 employees
Confirmation
Submitted
Dated
11 March 2025
(8 months ago)
Next confirmation dated
11 March 2026
Due by
25 March 2026
(4 months remaining)
Last change occurred
7 months ago
Accounts
Submitted
For period
1 Apr
⟶
31 Mar 2025
(12 months)
Accounts type is
Total Exemption Full
Next accounts for period
31 March 2026
Due by
31 December 2026
(1 year 1 month remaining)
Learn more about Heron House Financial Management Limited
Contact
Update Details
Address
Heron House 1 Bryngwyn Road
Newport
Gwent
NP20 4JS
Same address for the past
27 years
Companies in NP20 4JS
Telephone
01633258200
Email
Available in Endole App
Website
Hhfm.co.uk
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People
Officers
6
Shareholders
8
Controllers (PSC)
1
Mrs Casandra Andreas Lewis
Secretary • Director • British • Lives in Wales • Born in Aug 1984
Christopher Michael Jordan
Director • British • Lives in Wales • Born in Dec 1965
Andrew James Willemite
Director • British • Lives in Wales • Born in Jan 1991
Saran Maria Allott- Davey
Director • British • Lives in Wales • Born in Jan 1966
Liam David Fowler
Director • British • Lives in Wales • Born in Mar 1993
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Shareholders, PSCs & Group Structure
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Mutual Companies
No mutual companies found
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Brands
Heron House
Heron House offers financial planning and wealth management services to private individuals, families, businesses, entrepreneurs, and trustees.
Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
31 Mar 2025
For period
31 Mar
⟶
31 Mar 2025
Traded for
12 months
Cash in Bank
£1.14M
Increased by £222.83K (+24%)
Turnover
Unreported
Same as previous period
Employees
22
Same as previous period
Total Assets
£1.25M
Increased by £220.11K (+21%)
Total Liabilities
-£221.23K
Increased by £56.05K (+34%)
Net Assets
£1.03M
Increased by £164.07K (+19%)
Debt Ratio (%)
18%
Increased by 1.66% (+10%)
See 10 Year Full Financials
Latest Activity
Mr Liam David Fowler Appointed
1 Month Ago on 21 Sep 2025
Full Accounts Submitted
3 Months Ago on 31 Jul 2025
Confirmation Submitted
7 Months Ago on 25 Mar 2025
Full Accounts Submitted
1 Year 2 Months Ago on 9 Sep 2024
Confirmation Submitted
1 Year 8 Months Ago on 12 Mar 2024
Saran Maria Allott- Davey Details Changed
1 Year 8 Months Ago on 10 Mar 2024
Mr Christopher Michael Jordan Details Changed
1 Year 8 Months Ago on 10 Mar 2024
Heron House Employee Ownership Trustee Limited (PSC) Details Changed
1 Year 8 Months Ago on 10 Mar 2024
Full Accounts Submitted
2 Years 1 Month Ago on 13 Sep 2023
Confirmation Submitted
2 Years 7 Months Ago on 20 Mar 2023
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Get Credit Report
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See All Credit Score & Limits
Documents
Appointment of Mr Liam David Fowler as a director on 21 September 2025
Submitted on 22 Sep 2025
Total exemption full accounts made up to 31 March 2025
Submitted on 31 Jul 2025
Resolutions
Submitted on 23 Jun 2025
Confirmation statement made on 11 March 2025 with updates
Submitted on 25 Mar 2025
Total exemption full accounts made up to 31 March 2024
Submitted on 9 Sep 2024
Confirmation statement made on 11 March 2024 with updates
Submitted on 12 Mar 2024
Change of details for Heron House Employee Ownership Trustee Limited as a person with significant control on 10 March 2024
Submitted on 12 Mar 2024
Director's details changed for Mr Christopher Michael Jordan on 10 March 2024
Submitted on 12 Mar 2024
Director's details changed for Saran Maria Allott- Davey on 10 March 2024
Submitted on 12 Mar 2024
Resolutions
Submitted on 9 Jan 2024
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Repayment History
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