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Heritage Financial Limited

Heritage Financial Limited is an active company incorporated on 14 December 2009 with the registered office located in Christchurch, Dorset. Heritage Financial Limited was registered 15 years ago.
Status
Active
Active since incorporation
Company No
07103745
Private limited company
Age
15 years
Incorporated 14 December 2009
Size
Small
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Due Soon
Dated 30 October 2024 (1 year ago)
Next confirmation dated 30 October 2025
Due by 13 November 2025 (10 days remaining)
Last change occurred 1 year 11 months ago
Accounts
Submitted
For period 1 Jan ⟶ 31 Dec 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 December 2025
Due by 30 September 2026 (11 months remaining)
Learn more about Heritage Financial Limited
Contact Update Details
Address
The Old House
24 Bargates
Christchurch
Dorset
BH23 1QL
England
Address changed on 10 Nov 2021 (3 years ago)
Previous address was 6 Poole Road Wimborne Dorset BH21 1QE England
Telephone
01202332333
Email
Available in Endole App
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People
Officers
3
Shareholders
1
Controllers (PSC)
1
John Cooper
Secretary • Director • Financial Adviser • British • Lives in England • Born in Apr 1971
Andrew Michael Cook
Director • Financial Adviser • British • Lives in England • Born in Sep 1979
Heritage Financial Group Ltd
PSC
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Shareholders, PSCs & Group Structure
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Mutual Companies
Boler Wiseman Financial Services Limited
John Robert Cooper is a mutual person.
Active
Mit Fiscal Ltd
John Robert Cooper is a mutual person.
Active
Heritage Financial Group Ltd
John Robert Cooper is a mutual person.
Active
Southern Financial Services Limited
Andrew Michael Cook is a mutual person.
Dissolved
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Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Dec 2024
For period 31 Dec ⟶ 31 Dec 2024
Traded for 12 months
Cash in Bank
£956.57K
Increased by £13.55K (+1%)
Turnover
Unreported
Same as previous period
Employees
38
Increased by 1 (+3%)
Total Assets
£1.89M
Decreased by £254.96K (-12%)
Total Liabilities
-£502.93K
Decreased by £29.42K (-6%)
Net Assets
£1.39M
Decreased by £225.54K (-14%)
Debt Ratio (%)
27%
Increased by 1.79% (+7%)
See 10 Year Full Financials
Latest Activity
Full Accounts Submitted
5 Months Ago on 19 May 2025
Confirmation Submitted
12 Months Ago on 5 Nov 2024
Full Accounts Submitted
1 Year 1 Month Ago on 17 Sep 2024
Confirmation Submitted
1 Year 11 Months Ago on 13 Nov 2023
Heritage Financial Group Ltd (PSC) Appointed
2 Years Ago on 9 Oct 2023
Full Accounts Submitted
2 Years 2 Months Ago on 25 Aug 2023
Confirmation Submitted
2 Years 11 Months Ago on 14 Nov 2022
Full Accounts Submitted
3 Years Ago on 29 Sep 2022
John Cooper Details Changed
3 Years Ago on 15 Jun 2022
Inspection Address Changed
3 Years Ago on 10 Nov 2021
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Get Credit Report
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Documents
Total exemption full accounts made up to 31 December 2024
Submitted on 19 May 2025
Confirmation statement made on 30 October 2024 with no updates
Submitted on 5 Nov 2024
Total exemption full accounts made up to 31 December 2023
Submitted on 17 Sep 2024
Confirmation statement made on 30 October 2023 with updates
Submitted on 13 Nov 2023
Withdrawal of a person with significant control statement on 10 October 2023
Submitted on 10 Oct 2023
Notification of Heritage Financial Group Ltd as a person with significant control on 9 October 2023
Submitted on 10 Oct 2023
Total exemption full accounts made up to 31 December 2022
Submitted on 25 Aug 2023
Confirmation statement made on 30 October 2022 with updates
Submitted on 14 Nov 2022
Total exemption full accounts made up to 31 December 2021
Submitted on 29 Sep 2022
Director's details changed for John Cooper on 15 June 2022
Submitted on 15 Jun 2022
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Repayment History
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