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
Submitted
Dated 29 October 2025 (15 days ago)
Next confirmation dated 29 October 2026
Due by 12 November 2026 (12 months remaining)
Last change occurred 2 years 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 (10 months remaining)
Shareholders, PSCs & Group Structure
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Mutual Companies
John Robert Cooper is a mutual person.
Active
John Robert Cooper is a mutual person.
Active
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%)
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Repayment History
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