Heritage Financial Planning Limited
Heritage Financial Planning Limited is an active company incorporated on 28 June 2018 with the registered office located in Chester, Cheshire. Heritage Financial Planning Limited was registered 7 years ago.
Status
Active
Active since 2 years 7 months ago
Company No
11438462
Private limited company
Age
7 years
Incorporated 28 June 2018
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 27 June 2025 (4 months ago)
Next confirmation dated 27 June 2026
Due by 11 July 2026 (8 months remaining)
Last change occurred 2 years 3 months ago
Accounts
Submitted
For period 1 Jul ⟶ 30 Jun 2025 (12 months)
Accounts type is Micro Entity
Next accounts for period 30 June 2026
Due by 31 March 2027 (1 year 4 months remaining)
Shareholders, PSCs & Group Structure
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Brands
Heritage Financial Planning is a family-run independent financial advisory firm that has been providing financial advice for nearly 30 years.
Financials
Net Assets, Total Assets & Total Liabilities (2019–2025)
Period Ended
30 Jun 2025
For period 30 Jun ⟶ 30 Jun 2025
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
5
Same as previous period
Total Assets
£731.46K
Increased by £675.94K (+1217%)
Total Liabilities
-£573.89K
Increased by £516.3K (+897%)
Net Assets
£157.57K
Increased by £159.64K (-7716%)
Debt Ratio (%)
78%
Decreased by 25.27% (-24%)
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Repayment History
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