Annual accounts
Total Exemption Full accounts
31/12/2026Filing deadline
Made up to 31/03/2025Due 31/12/2026
- Next accounts made up to
- 31/03/2026
- Last accounts made up to
- 31/03/2025
HERITAGE FINANCIAL CONSULTANCY LIMITED
Active- 03279341Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- Heritage House, Brewery Lane Holcombe, Radstock, Somerset BA3 5EQ
- Classification (SIC)
- Life insurance (65.11 - SIC 2007)
- Accounts type
- Total Exemption Full
Company activity
The 4 most recent documents filed at Companies House.
Pre-Score for UK companies is coming soon
- 06/01/2026View PDF (5 pages)
Confirmation statement made on 2025-12-11 with updates
- 23/10/2025View PDF (9 pages)
Total exemption full accounts made up to 2025-03-31
- 25/07/2025View PDF (1 pages)
Previous accounting period extended from 2024-12-31 to 2025-03-31
- 16/04/2025View PDF (2 pages)
Change of share class name or designation
Coming soon
What Pre-Score will tell you
- Whether the filed accounts are strengthening or weakening year on year.
- Whether this company files on time, and how often its record changes.
- How its officers and controlling parties connect to other UK companies.
Accounts and confirmation statement
The two filings Companies House requires every year, and where each one stands against its deadline today.
On schedule
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 11/12/2026
- Last statement dated
- 31/03/2025
Financial performance
The latest figures HERITAGE FINANCIAL CONSULTANCY LIMITED filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£36.16K2025
Increasedvs 20232023: £6.17K
Total Assets
£309.51K2025
Decreasedvs 20232023: £339.49K
Cash in Bank
£24.50K2025
Increasedvs 20212021: £13.92K
Total Liabilities
£169.75K2025
Decreasedvs 20232023: £200.61K
Employees
62025
+1vs 20232023: 5
Of the 4 measures with an earlier filing to compare against, 2 rose and 2 fell. Total liabilities moved furthest, down on 2023. See the full financial analysis for HERITAGE FINANCIAL CONSULTANCY LIMITED.
The full financial record
Three ways through HERITAGE FINANCIAL CONSULTANCY LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
5 chartsCharts by indicator5 filed indicators plotted year by year, 2021–2025.Plot the figuresNothing estimatedRatios from the filed figures4 ratios computed from this company's own reported amounts, each shown against the year it was derived from.Check the ratios5 × 4 yearsEvery figure by yearAll 5 measures Okredo tracks across 4 reported years, exactly as filed.Open the table
Employees
Headcount as reported to Companies House for 2021–2025.
| Year | Employees | Change |
|---|---|---|
| 2025 | 6 | +1 |
| 2023 | 5 | -1 |
| 2022 | 6 | 0 |
| 2021 | 6 | – |
Reported employee count was unchanged at 6 between 2021 and 2025. See how headcount moved alongside the reported financials.
Credit report
It is a professional assessment of the company 's performance, revealing company's potential and risks, showing it's past experiences and revealing future prospects.
- Company potential
- Risk indicators
- Past performance
- Future prospects
Officers
7Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Nominee Secretary | 15/11/1996–15/11/1996 | 6844 | |
| Nominee Director | 15/11/1996–15/11/1996 | 6842 | |
| Director | 15/11/1996–Present | 2 | |
| Director | 30/11/2023–Present | 0 | |
| Secretary | 06/04/1998–Present | 0 | |
| Secretary | 15/11/1996–06/04/1998 | 0 | |
| Director | 15/11/1996–28/02/2005 | 0 |
Persons with significant control
4Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/04/2016–01/04/2025 | 2 | |
| 06/04/2016–Present | 2 | |
| 06/04/2016–Present | 0 | |
| 01/04/2025–Present | 0 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 16 Since 30/11/2022
- Last 12 months
- 2 -5 vs the year before
- Most recent filing
- 06/01/2026 8 months ago
What changed in the last year
- Confirmation statementLatest 06/01/2026
- Accounts filedLatest 23/10/2025
Filing timeline
- 06/01/2026View PDF (5 pages)
Confirmation statement made on 2025-12-11 with updates
- 23/10/2025View PDF (9 pages)
Total exemption full accounts made up to 2025-03-31
- 25/07/2025View PDF (1 pages)
Previous accounting period extended from 2024-12-31 to 2025-03-31
- 16/04/2025View PDF (2 pages)
Change of share class name or designation
- 14/04/2025View PDF (6 pages)
Cancellation of shares. Statement of capital on 2025-04-01
- 10/04/2025View PDF (2 pages)
Change of details for Heritage & Co Uk Limited as a person with significant control on 2025-04-01
- 09/04/2025View PDF (2 pages)
Notification of Heritage & Co Uk Limited as a person with significant control on 2025-04-01
- 09/04/2025View PDF (1 pages)
Cessation of John Pearson Steele as a person with significant control on 2025-04-01
- 11/12/2024View PDF (6 pages)
Confirmation statement made on 2024-12-11 with updates
- 15/08/2024View PDF (9 pages)
Total exemption full accounts made up to 2023-12-31
- 09/07/2024View PDF (6 pages)
Confirmation statement made on 2024-07-09 with updates
- 15/02/2024View PDF (2 pages)
Appointment of Mrs Tracey Elaine Steele as a director on 2023-11-30
Showing 12 of 16 filings
See when the next accounts and confirmation statement are due
Similar companies
75 UK companies are similar to HERITAGE FINANCIAL CONSULTANCY LIMITED, sharing the same company status (Active), the same industry sector and activity group (Life insurance) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.
LAGROVE INSURANCE BROKERS LTD
Active55 The Green, Southall, Middlesex UB2 4AR
- Activity
- Non-life insurance
- Company no.
- 04010610
- Incorporated
- 08/06/2000
- Employees
- 5
A M S INSURANCE SOLUTIONS LTD
Active2 Minster Court, Mincing Lane, London EC3R 7PD
- Activity
- Non-life insurance
- Company no.
- 06428843
- Incorporated
- 16/11/2007
- Employees
- 6
LAP INSURANCE BROKERS LIMITED
ActiveRepton House Bretby Business Park, Bretby, Burton-On-Trent DE15 0YZ
- Activity
- Non-life insurance
- Company no.
- 05067308
- Incorporated
- 09/03/2004
- Employees
- 5
LAWTON & TAYLOR FINANCIAL SERVICES LIMITED
Active118 Normoss Road, Blackpool, Lancashire FY3 8QP
- Activity
- Life insurance
- Company no.
- 04916952
- Incorporated
- 30/09/2003
- Employees
- 7
A.D.F. INSURANCE BROKERS LIMITED
ActiveThe Creative Industries Centre, Wolverhampton Science Park, Wolverhampton WV10 9TG
- Activity
- Non-life insurance
- Company no.
- 06329355
- Incorporated
- 31/07/2007
- Employees
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About HERITAGE FINANCIAL CONSULTANCY LIMITED
A short description of the company, written from its Companies House record.
HERITAGE FINANCIAL CONSULTANCY LIMITED is a private limited company registered in the United Kingdom, based in Heritage House, Brewery Lane Holcombe, Radstock, Somerset BA3 5EQ. Companies House classifies its business as Life insurance. It has been on the register for 29 years 10 months.
The register currently records it as active. Its 2025 accounts report net assets of £36.16K and 6 employees.
HERITAGE FINANCIAL CONSULTANCY LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does HERITAGE FINANCIAL CONSULTANCY LIMITED do?
Companies House records HERITAGE FINANCIAL CONSULTANCY LIMITED under one registered business activity: Life insurance (65.11 - SIC 2007).
Is HERITAGE FINANCIAL CONSULTANCY LIMITED still active?
HERITAGE FINANCIAL CONSULTANCY LIMITED is recorded as active on the Companies House register, and has been on it since 15/11/1996.
What are HERITAGE FINANCIAL CONSULTANCY LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £36.16K, total assets of £309.51K, cash in bank of £24.50K and total liabilities of £169.75K.
When did HERITAGE FINANCIAL CONSULTANCY LIMITED last file with Companies House?
The most recent document on the record is dated 06/01/2026: Confirmation statement made on 2025-12-11 with updates, 8 months ago.
When are HERITAGE FINANCIAL CONSULTANCY LIMITED's next filings due?
On the current registry record, accounts are due by 31/12/2026.
Who runs HERITAGE FINANCIAL CONSULTANCY LIMITED?
Companies House lists 7 officers (3 currently in post) and 4 people with significant control (3 current).