Annual accounts
Total Exemption Full accounts
30/09/2026Filing deadline
Made up to 31/12/2024Due 30/09/2026
- Next accounts made up to
- 31/12/2025
- Last accounts made up to
- 31/12/2024
HERITAGE FINANCIAL LIMITED
Active- 07103745Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- The Old House, 24 Bargates, Christchurch, Dorset BH23 1QL
- Classification (SIC)
- Fund management activities (66.30 - 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
- 22/09/2026View PDF (2 pages)
Notification of Hyacinth Bidco Limited as a person with significant control on 2026-09-11
- 22/09/2026View PDF (1 pages)
Cessation of Heritage Financial Group Ltd as a person with significant control on 2026-09-11
- 22/09/2026View PDF (1 pages)
Termination of appointment of John Cooper as a secretary on 2026-09-11
- 22/09/2026View PDF (1 pages)
Previous accounting period shortened from 2026-12-31 to 2026-08-31
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.
Due in 4 days
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 29/10/2026
- Last statement dated
- 31/12/2024
Financial performance
The latest figures HERITAGE FINANCIAL LIMITED filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£1.57M2025
13.25%vs 20242024: £1.39M
Total Assets
£2.06M2025
5.08%vs 20242024: £1.96M
Cash in Bank
£804.20K2025
-15.93%vs 20242024: £956.57K
Total Liabilities
£424.46K2025
-15.60%vs 20242024: £502.93K
Employees
02025
0vs 20242024: 0
Of the 4 measures with an earlier filing to compare against, 2 rose and 2 fell. Net assets moved furthest, up 13.25% on 2024. See the full financial analysis for HERITAGE FINANCIAL LIMITED.
The full financial record
Four ways through HERITAGE FINANCIAL LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · -1.3% a year (CAGR)Three-year trend, 2023–2025Every measure end to end across 2023, 2024 and 2025, with the compound rate behind each one.See what moved5 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 × 5 yearsEvery figure by yearAll 5 measures Okredo tracks across 5 reported years, exactly as filed.Open the table
Employees
Headcount as reported to Companies House for 2021–2025.
| Year | Employees | Change |
|---|---|---|
| 2025 | 0 | 0 |
| 2024 | 0 | -37 |
| 2023 | 37 | +4 |
| 2022 | 33 | +7 |
| 2021 | 26 | – |
Reported employee count decreased from 26 in 2021 to 0 in 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
5Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 20/08/2014–01/08/2017 | 0 | |
| Director | 14/12/2009–16/10/2017 | 2 | |
| Director | 14/12/2009–Present | 13 | |
| Director | 14/12/2009–Present | 8 | |
| Director | 01/06/2016–15/03/2019 | 0 |
Persons with significant control
3Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 01/08/2017–Present | 0 | |
| 06/04/2016–01/08/2017 | 0 | |
| 09/10/2023–Present | 0 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 15 Since 01/12/2017
- Last 12 months
- 13
- Most recent filing
- 22/09/2026 less than a month ago
What changed in the last year
- Officer changes (3)Latest 22/09/2026
- Share capital (4)Latest 15/09/2026
- Accounts filedLatest 13/05/2026
Filing timeline
- 22/09/2026View PDF (2 pages)
Notification of Hyacinth Bidco Limited as a person with significant control on 2026-09-11
- 22/09/2026View PDF (1 pages)
Cessation of Heritage Financial Group Ltd as a person with significant control on 2026-09-11
- 22/09/2026View PDF (1 pages)
Termination of appointment of John Cooper as a secretary on 2026-09-11
- 22/09/2026View PDF (1 pages)
Previous accounting period shortened from 2026-12-31 to 2026-08-31
- 15/09/2026View PDF (6 pages)
Cancellation of shares. Statement of capital on 2018-04-16
- 15/09/2026View PDF (6 pages)
Cancellation of shares. Statement of capital on 2017-10-16
- 11/09/2026View PDF (2 pages)
Change of share class name or designation
- 07/09/2026View PDF (5 pages)
Resolutions
- 07/09/2026View PDF (23 pages)
Memorandum and Articles of Association
- 02/09/2026View PDF (6 pages)
Cancellation of shares. Statement of capital on 2018-12-18
- 04/08/2026View PDF (4 pages)
Purchase of own shares.
- 04/08/2026View PDF (4 pages)
Cancellation of shares. Statement of capital on 2026-06-25
Showing 12 of 15 filings
See when the next accounts and confirmation statement are due
Similar companies
140 UK companies are similar to HERITAGE FINANCIAL LIMITED, sharing the same company status (Active), the same industry sector and activity group (Fund management activities) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.
44 BENEFIT SOLUTIONS LIMITED
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- Activity
- Other activities auxiliary to insurance and pension funding
- Company no.
- 08272027
- Incorporated
- 29/10/2012
- Employees
- 0
4LIFE WEALTH MANAGEMENT LIMITED
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L R FINANCE (NORTH WEST) LIMITED
Active30 Hallgate, Wigan, Greater Manchester WN1 1LR
- Activity
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- Company no.
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- Incorporated
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LARKEN CONSULTANCY LTD
Active52 High Street, Pinner, Greater London HA5 5PW
- Activity
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ABRAXAS CAPITAL MANAGEMENT LIMITED
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- Activity
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About HERITAGE FINANCIAL LIMITED
A short description of the company, written from its Companies House record.
HERITAGE FINANCIAL LIMITED is a private limited company registered in the United Kingdom, based in The Old House, 24 Bargates, Christchurch, Dorset BH23 1QL. Companies House classifies its business as Fund management activities. It has been on the register for 16 years 9 months.
The register currently records it as active. Its 2025 accounts report net assets of £1.57M and 0 employees.
HERITAGE FINANCIAL LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does HERITAGE FINANCIAL LIMITED do?
Companies House records HERITAGE FINANCIAL LIMITED under one registered business activity: Fund management activities (66.30 - SIC 2007).
Is HERITAGE FINANCIAL LIMITED still active?
HERITAGE FINANCIAL LIMITED is recorded as active on the Companies House register, and has been on it since 14/12/2009.
What are HERITAGE FINANCIAL LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £1.57M, total assets of £2.06M, cash in bank of £804.20K and total liabilities of £424.46K.
When did HERITAGE FINANCIAL LIMITED last file with Companies House?
The most recent document on the record is dated 22/09/2026: Notification of Hyacinth Bidco Limited as a person with significant control on 2026-09-11, less than a month ago.
When are HERITAGE FINANCIAL LIMITED's next filings due?
On the current registry record, accounts are due by 30/09/2026.
Who runs HERITAGE FINANCIAL LIMITED?
Companies House lists 5 officers (2 currently in post) and 3 people with significant control (2 current).