HERITAGE FINANCIAL LIMITED

Key Data

Status

Active

Company No.

07103745

Incorporation date

14/12/2009

Size

Total Exemption Full

Classification

Fund management activities (66.30 - SIC 2007);

Contacts

Registered address

See on map

Latest events (Record since 14/11/2022)

02/04/2026

Registration of charge 071037450001, created on 2026-03-31

View PDF (16 pages)

10/11/2025

Resolutions

View PDF (2 pages)

30/10/2025

Director's details changed for Mr John Robert Cooper on 2025-05-29

View PDF (2 pages)

29/10/2025

Confirmation statement made on 2025-10-29 with no updates

View PDF (3 pages)

19/05/2025

Total exemption full accounts made up to 2024-12-31

View PDF (12 pages)

05/11/2024

Confirmation statement made on 2024-10-30 with no updates

View PDF (3 pages)

17/09/2024

Total exemption full accounts made up to 2023-12-31

View PDF (12 pages)

13/11/2023

Confirmation statement made on 2023-10-30 with updates

View PDF (6 pages)

10/10/2023

Withdrawal of a person with significant control statement on 2023-10-10

View PDF (2 pages)

10/10/2023

Notification of Heritage Financial Group Ltd as a person with significant control on 2023-10-09

View PDF (2 pages)

25/08/2023

Total exemption full accounts made up to 2022-12-31

View PDF (12 pages)

14/11/2022

Confirmation statement made on 2022-10-30 with updates

View PDF (6 pages)

2031

0 % *

* during past year

Total Assets

£0.00

2031

0 *

* during past year

Number of employees

2031

0 % *

* during past year

Cash in Bank

£0.00

Business linkages

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Confirmation

Last made up date

31/12/2024

Next confirmation date

29/10/2026

Last change occurred

31/12/2024

Accounts

Total Exemption Full

Last made up date

31/12/2024

Next account date

31/12/2025

Next due on

30/09/2026

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Financial Ratios

Indicator
Employees
Net Assets(GBP)
Total Assets(GBP)
Turnover(GBP)
Cash in Bank(GBP)
Total Liabilities(GBP)

2021
26
1.42M
-
0.00
1.24M
-

2022
33
1.58M
-
0.00
1.10M
-

2031
-
-
-
0.00
-
-

2031
-
-
-
0.00
-
-

Employees

2031

Employees

Net Assets(GBP)

Total Assets(GBP)

Turnover(GBP)

0.00 £- *

Cash in Bank(GBP)

Total Liabilities(GBP)

*over the last year starting selected period

People

Officers

Person	Title	Period	Connections
Cooper, John Robert	Director	14/12/2009 - Present	11
Cook, Andrew Michael	Director	14/12/2009 - Present	6

Persons with Significant Control

This information is available in our reports and to subscription users.

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15/04/1996

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Description

About HERITAGE FINANCIAL LIMITED

HERITAGE FINANCIAL LIMITED is an(a) Active company incorporated on 14/12/2009 with the registered office located at The Old House, 24 Bargates, Christchurch, Dorset BH23 1QL. There are currently 2 active directors according to the latest confirmation statement. Number of employees Unknown according to last financial statements.

Frequently Asked Questions

What is the current status of HERITAGE FINANCIAL LIMITED?

HERITAGE FINANCIAL LIMITED is currently Active. It was registered on 14/12/2009 .

Where is HERITAGE FINANCIAL LIMITED located?

HERITAGE FINANCIAL LIMITED is registered at The Old House, 24 Bargates, Christchurch, Dorset BH23 1QL.

What does HERITAGE FINANCIAL LIMITED do?

HERITAGE FINANCIAL LIMITED operates in the Fund management activities (66.30 - SIC 2007) sector.

What is the latest filing for HERITAGE FINANCIAL LIMITED?

The latest filing was on 02/04/2026: Registration of charge 071037450001, created on 2026-03-31.