Heritage Wealth Planning Ltd
Heritage Wealth Planning Ltd is an active company incorporated on 10 November 2016 with the registered office located in Dartford, Kent. Heritage Wealth Planning Ltd was registered 9 years ago.
Status
Active
Active since incorporation
Company No
10472500
Private limited company
Age
9 years
Incorporated 10 November 2016
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 4 October 2025 (1 month ago)
Next confirmation dated 4 October 2026
Due by 18 October 2026 (11 months remaining)
Last change occurred 8 years ago
Accounts
Submitted
For period 1 Oct ⟶ 30 Sep 2024 (1 year)
Accounts type is Micro Entity
Next accounts for period 30 September 2025
Due by 30 June 2026 (7 months remaining)
Shareholders, PSCs & Group Structure
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Financials
Net Assets, Total Assets & Total Liabilities (2017–2024)
Period Ended
30 Sep 2024
For period 30 Sep ⟶ 30 Sep 2024
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
2
Same as previous period
Total Assets
£178.8K
Decreased by £40.18K (-18%)
Total Liabilities
-£109.67K
Decreased by £64.3K (-37%)
Net Assets
£69.13K
Increased by £24.12K (+54%)
Debt Ratio (%)
61%
Decreased by 18.11% (-23%)
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Repayment History
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