Heritage Wealth Advisory Limited
Heritage Wealth Advisory Limited is an active company incorporated on 3 July 2014 with the registered office located in Leicester, Leicestershire. Heritage Wealth Advisory Limited was registered 11 years ago.
Status
Active
Active since incorporation
Company No
09114851
Private limited company
Age
11 years
Incorporated 3 July 2014
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 4 August 2025 (2 months ago)
Next confirmation dated 4 August 2026
Due by 18 August 2026 (10 months remaining)
Last change occurred 1 month ago
Accounts
Submitted
For period 1 Aug ⟶ 31 Jul 2024 (1 year)
Accounts type is Micro Entity
Next accounts for period 31 July 2025
Due by 30 April 2026 (6 months remaining)
Shareholders, PSCs & Group Structure
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Brands
Heritage Wealth Advisory is a firm of financial advisers based in Leicestershire, providing independent financial advice, investment management, and estate planning services..
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Jul 2024
For period 31 Jul ⟶ 31 Jul 2024
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
3
Decreased by 1 (-25%)
Total Assets
£46.02K
Decreased by £2.99K (-6%)
Total Liabilities
-£39.32K
Decreased by £5.53K (-12%)
Net Assets
£6.7K
Increased by £2.54K (+61%)
Debt Ratio (%)
85%
Decreased by 6.07% (-7%)
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Repayment History
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