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Heritage Wealth Management Limited

Heritage Wealth Management Limited is an active company incorporated on 5 August 2010 with the registered office located in Chester, Cheshire. Heritage Wealth Management Limited was registered 15 years ago.
Status
Active
Active since 13 years ago
Company No
07337144
Private limited company
Age
15 years
Incorporated 5 August 2010
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 10 July 2025 (5 months ago)
Next confirmation dated 10 July 2026
Due by 24 July 2026 (6 months remaining)
Last change occurred 2 years 4 months ago
Accounts
Submitted
For period 1 Apr31 Mar 2025 (12 months)
Accounts type is Micro Entity
Next accounts for period 31 March 2026
Due by 31 December 2026 (12 months remaining)
Contact
Address
Kinnerton House Bell Meadow Park
Cuckoos Nest
Pulford
Chester
CH4 9EP
United Kingdom
Address changed on 16 Oct 2025 (2 months ago)
Previous address was 1 Heritage Square Treuddyn Mold Flintshire CH7 4PD
Telephone
01352770845
Email
Available in Endole App
People
Officers
2
Shareholders
4
Controllers (PSC)
1
Director • Financial Adviser • British • Lives in UK • Born in Mar 1961
Mr Nicholas Stopford Middlehurst
PSC • British • Lives in UK • Born in Mar 1961
Shareholders, PSCs & Group Structure
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Mutual Companies
Heritage Financial Planning Limited
Nicholas Stopford Middlehurst is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2015–2025)
Period Ended
28 Mar 2025
For period 28 Mar28 Mar 2025
Traded for 0 month
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
Unreported
Decreased by 2 (-100%)
Total Assets
£37.24K
Decreased by £12.96K (-26%)
Total Liabilities
-£28.18K
Decreased by £4.06K (-13%)
Net Assets
£9.06K
Decreased by £8.91K (-50%)
Debt Ratio (%)
76%
Increased by 11.46% (+18%)
Latest Activity
Micro Accounts Submitted
14 Days Ago on 19 Dec 2025
Registered Address Changed
2 Months Ago on 16 Oct 2025
Confirmation Submitted
4 Months Ago on 14 Aug 2025
Micro Accounts Submitted
1 Year Ago on 20 Dec 2024
Confirmation Submitted
1 Year 4 Months Ago on 6 Aug 2024
Micro Accounts Submitted
2 Years Ago on 28 Dec 2023
Confirmation Submitted
2 Years 4 Months Ago on 15 Aug 2023
Micro Accounts Submitted
3 Years Ago on 29 Nov 2022
Confirmation Submitted
3 Years Ago on 23 Sep 2022
Micro Accounts Submitted
4 Years Ago on 30 Dec 2021
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Documents
Micro company accounts made up to 31 March 2025
Submitted on 19 Dec 2025
Registered office address changed from 1 Heritage Square Treuddyn Mold Flintshire CH7 4PD to Kinnerton House Bell Meadow Park Cuckoos Nest Pulford Chester CH4 9EP on 16 October 2025
Submitted on 16 Oct 2025
Confirmation statement made on 10 July 2025 with no updates
Submitted on 14 Aug 2025
Micro company accounts made up to 31 March 2024
Submitted on 20 Dec 2024
Confirmation statement made on 10 July 2024 with no updates
Submitted on 6 Aug 2024
Micro company accounts made up to 31 March 2023
Submitted on 28 Dec 2023
Confirmation statement made on 10 July 2023 with updates
Submitted on 15 Aug 2023
Micro company accounts made up to 31 March 2022
Submitted on 29 Nov 2022
Confirmation statement made on 10 July 2022 with no updates
Submitted on 23 Sep 2022
Micro company accounts made up to 31 March 2021
Submitted on 30 Dec 2021
Repayment History
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