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Heritage Wealth Solutions Ltd

Heritage Wealth Solutions Ltd is an active company incorporated on 19 February 2015 with the registered office located in Huddersfield, West Yorkshire. Heritage Wealth Solutions Ltd was registered 10 years ago.
Status
Active
Active since incorporation
Company No
09448681
Private limited company
Age
10 years
Incorporated 19 February 2015
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 23 July 2025 (3 months ago)
Next confirmation dated 23 July 2026
Due by 6 August 2026 (9 months remaining)
Last change occurred 2 months ago
Accounts
Submitted
For period 1 Apr31 Mar 2025 (12 months)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2026
Due by 31 December 2026 (1 year 2 months remaining)
Address
Empire House Lewisham Road
Slaithwaite
Huddersfield
HD7 5AL
England
Address changed on 24 Dec 2024 (10 months ago)
Previous address was Seven Hills Business Centre South Street Morley Leeds LS27 8AT England
Telephone
01133502080
Email
Available in Endole App
People
Officers
2
Shareholders
2
Controllers (PSC)
1
Director • Chartered Financial Planner • British • Lives in England • Born in Feb 1976
Director • Chartered Financial Planner • British • Lives in England • Born in Jan 1973
Mr Andrew Robert Dodd
PSC • British • Lives in England • Born in Feb 1976
Shareholders, PSCs & Group Structure
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Mutual Companies
Stones & Co Financial Services Ltd
Claire Elizabeth Stones is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
31 Mar 2025
For period 31 Mar31 Mar 2025
Traded for 12 months
Cash in Bank
£454.95K
Decreased by £433.26K (-49%)
Turnover
Unreported
Same as previous period
Employees
Unreported
Decreased by 8 (-100%)
Total Assets
£509.2K
Decreased by £529.53K (-51%)
Total Liabilities
-£138.05K
Decreased by £73.1K (-35%)
Net Assets
£371.15K
Decreased by £456.44K (-55%)
Debt Ratio (%)
27%
Increased by 6.78% (+33%)
Latest Activity
Full Accounts Submitted
1 Month Ago on 30 Sep 2025
Confirmation Submitted
2 Months Ago on 27 Aug 2025
Registered Address Changed
10 Months Ago on 24 Dec 2024
Own Shares Purchased
11 Months Ago on 4 Dec 2024
Shares Cancelled
11 Months Ago on 19 Nov 2024
Claire Elizabeth Stones (PSC) Resigned
1 Year Ago on 29 Oct 2024
Claire Elizabeth Stones Resigned
1 Year 2 Months Ago on 29 Aug 2024
Full Accounts Submitted
1 Year 2 Months Ago on 14 Aug 2024
Confirmation Submitted
1 Year 3 Months Ago on 23 Jul 2024
Mr Andrew Robert Dodd Details Changed
8 Years Ago on 16 Jul 2017
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Documents
Total exemption full accounts made up to 31 March 2025
Submitted on 30 Sep 2025
Confirmation statement made on 23 July 2025 with updates
Submitted on 27 Aug 2025
Director's details changed for Mr Andrew Robert Dodd on 16 July 2017
Submitted on 6 Jan 2025
Registered office address changed from Seven Hills Business Centre South Street Morley Leeds LS27 8AT England to Empire House Lewisham Road Slaithwaite Huddersfield HD7 5AL on 24 December 2024
Submitted on 24 Dec 2024
Purchase of own shares.
Submitted on 4 Dec 2024
Cancellation of shares. Statement of capital on 29 October 2024
Submitted on 19 Nov 2024
Cessation of Claire Elizabeth Stones as a person with significant control on 29 October 2024
Submitted on 13 Nov 2024
Termination of appointment of Claire Elizabeth Stones as a director on 29 August 2024
Submitted on 29 Aug 2024
Total exemption full accounts made up to 31 March 2024
Submitted on 14 Aug 2024
Confirmation statement made on 23 July 2024 with no updates
Submitted on 23 Jul 2024
Repayment History
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