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Heron Wealth Management Limited

Heron Wealth Management Limited is an active company incorporated on 10 February 2005 with the registered office located in Cardiff, South Glamorgan. Heron Wealth Management Limited was registered 20 years ago.
Status
Active
Active since incorporation
Company No
05360438
Private limited company
Age
20 years
Incorporated 10 February 2005
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 17 September 2025 (1 month ago)
Next confirmation dated 17 September 2026
Due by 1 October 2026 (11 months remaining)
Last change occurred 3 years ago
Accounts
Submitted
For period 1 Dec ⟶ 30 Nov 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 30 November 2025
Due by 31 August 2026 (10 months remaining)
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Contact Update Details
Address
Alexandra Gate
Ffordd Pengam
Cardiff
CF24 2SA
Wales
Same address for the past 6 years
Telephone
02920472048
Email
Unreported
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People
Officers
1
Shareholders
1
Controllers (PSC)
1
Mr Kenneth John Burfitt
Director • PSC • Ifa • British • Lives in Wales • Born in Mar 1966
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Mutual Companies
No mutual companies found
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Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
30 Nov 2024
For period 30 Nov ⟶ 30 Nov 2024
Traded for 12 months
Cash in Bank
£25.87K
Decreased by £1.36K (-5%)
Turnover
Unreported
Same as previous period
Employees
4
Same as previous period
Total Assets
£31.78K
Increased by £741 (+2%)
Total Liabilities
-£2.12K
Increased by £638 (+43%)
Net Assets
£29.67K
Increased by £103 (0%)
Debt Ratio (%)
7%
Increased by 1.9% (+40%)
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Latest Activity
Confirmation Submitted
1 Month Ago on 20 Sep 2025
Full Accounts Submitted
9 Months Ago on 17 Jan 2025
Confirmation Submitted
1 Year 1 Month Ago on 20 Sep 2024
Full Accounts Submitted
1 Year 5 Months Ago on 1 May 2024
Confirmation Submitted
2 Years 1 Month Ago on 17 Sep 2023
Janet Ruth Burfitt Resigned
2 Years 1 Month Ago on 17 Sep 2023
Full Accounts Submitted
2 Years 10 Months Ago on 13 Dec 2022
Confirmation Submitted
3 Years Ago on 25 Sep 2022
Mr Kenneth John Burfitt (PSC) Details Changed
3 Years Ago on 8 Jan 2022
Full Accounts Submitted
3 Years Ago on 15 Dec 2021
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Documents
Confirmation statement made on 17 September 2025 with no updates
Submitted on 20 Sep 2025
Total exemption full accounts made up to 30 November 2024
Submitted on 17 Jan 2025
Confirmation statement made on 17 September 2024 with no updates
Submitted on 20 Sep 2024
Total exemption full accounts made up to 30 November 2023
Submitted on 1 May 2024
Termination of appointment of Janet Ruth Burfitt as a director on 17 September 2023
Submitted on 17 Sep 2023
Confirmation statement made on 17 September 2023 with no updates
Submitted on 17 Sep 2023
Total exemption full accounts made up to 30 November 2022
Submitted on 13 Dec 2022
Confirmation statement made on 25 September 2022 with updates
Submitted on 25 Sep 2022
Change of details for Mr Kenneth John Burfitt as a person with significant control on 8 January 2022
Submitted on 9 Feb 2022
Total exemption full accounts made up to 30 November 2021
Submitted on 15 Dec 2021
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Repayment History
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