ContactCredit ReportFinancialsPeopleOwnershipLatest ActivityMutual CompaniesDocumentsRepayment History

Heritage Financial Group Ltd

Heritage Financial Group Ltd is an active company incorporated on 9 June 2023 with the registered office located in Christchurch, Dorset. Heritage Financial Group Ltd was registered 2 years 4 months ago.
Status
Active
Active since incorporation
Company No
14926942
Private limited company
Age
2 years 4 months
Incorporated 9 June 2023
Size
Micro
Turnover is under £1M
Under 10 employees
Confirmation
Submitted
Dated 29 May 2025 (5 months ago)
Next confirmation dated 29 May 2026
Due by 12 June 2026 (7 months remaining)
Last change occurred 5 months ago
Accounts
Submitted
For period 1 Jan31 Dec 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 December 2025
Due by 30 September 2026 (11 months remaining)
Address
The Old House
24 Bargates
Christchurch
Dorset,
BH23 1QL
England
Same address since incorporation
Telephone
Unreported
Email
Unreported
People
Officers
3
Shareholders
5
Controllers (PSC)
2
Secretary • PSC • Director • British • Lives in England • Born in Apr 1971 • Financial Adviser
Director • PSC • Financial Adviser • British • Lives in England • Born in Sep 1979
Shareholders, PSCs & Group Structure
See who truly controls a company with full PSC, Shareholder, and Group Structure exploration
Mutual Companies
Boler Wiseman Financial Services Limited
John Robert Cooper is a mutual person.
Active
Heritage Financial Limited
John Robert Cooper is a mutual person.
Active
Mit Fiscal Ltd
John Robert Cooper is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2023–2024)
Period Ended
31 Dec 2024
For period 31 Dec31 Dec 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
£940.41K
Increased by £919.02K (+4297%)
Total Liabilities
-£403.5K
Increased by £403.5K (%)
Net Assets
£536.91K
Increased by £515.52K (+2410%)
Debt Ratio (%)
43%
Increased by 42.91% (%)
Latest Activity
Mr John Robert Cooper Details Changed
5 Months Ago on 29 May 2025
Mr John Robert Cooper (PSC) Details Changed
5 Months Ago on 29 May 2025
Confirmation Submitted
5 Months Ago on 29 May 2025
Full Accounts Submitted
5 Months Ago on 19 May 2025
Full Accounts Submitted
1 Year 1 Month Ago on 18 Sep 2024
Accounting Period Shortened
1 Year 1 Month Ago on 16 Sep 2024
Confirmation Submitted
1 Year 4 Months Ago on 11 Jun 2024
Andrew Michael Cook (PSC) Appointed
2 Years Ago on 9 Oct 2023
Mr John Robert Cooper (PSC) Details Changed
2 Years Ago on 9 Oct 2023
Incorporated
2 Years 4 Months Ago on 9 Jun 2023
Get Credit Report
Discover Heritage Financial Group Ltd's Credit Score, how much credit you can offer them, and how likely they are to repay you
Documents
Director's details changed for Mr John Robert Cooper on 29 May 2025
Submitted on 30 May 2025
Confirmation statement made on 29 May 2025 with updates
Submitted on 29 May 2025
Change of details for Mr John Robert Cooper as a person with significant control on 29 May 2025
Submitted on 29 May 2025
Total exemption full accounts made up to 31 December 2024
Submitted on 19 May 2025
Memorandum and Articles of Association
Submitted on 12 Oct 2024
Resolutions
Submitted on 12 Oct 2024
Change of share class name or designation
Submitted on 6 Oct 2024
Resolutions
Submitted on 6 Oct 2024
Memorandum and Articles of Association
Submitted on 6 Oct 2024
Particulars of variation of rights attached to shares
Submitted on 5 Oct 2024
Repayment History
Understand how businesses repay their debts and see how they're performing year‐on‐year