HERITAGE WEALTH SOLUTIONS LTD

Key Data

Status

Active

Company No.

09448681

Incorporation date

19/02/2015

Size

Total Exemption Full

Classification

Financial intermediation not elsewhere classified (64.99/9 - SIC 2007);

Contacts

Registered address

See on map

Latest events (Record since 26/07/2023)

30/09/2025

Total exemption full accounts made up to 2025-03-31

View PDF (9 pages)

27/08/2025

Confirmation statement made on 2025-07-23 with updates

View PDF (4 pages)

06/01/2025

Director's details changed for Mr Andrew Robert Dodd on 2017-07-16

View PDF (2 pages)

24/12/2024

Registered office address changed from Seven Hills Business Centre South Street Morley Leeds LS27 8AT England to Empire House Lewisham Road Slaithwaite Huddersfield HD7 5AL on 2024-12-24

View PDF (1 pages)

04/12/2024

Purchase of own shares.

View PDF (4 pages)

19/11/2024

Cancellation of shares. Statement of capital on 2024-10-29

View PDF (4 pages)

13/11/2024

Cessation of Claire Elizabeth Stones as a person with significant control on 2024-10-29

View PDF (1 pages)

29/08/2024

Termination of appointment of Claire Elizabeth Stones as a director on 2024-08-29

View PDF (1 pages)

14/08/2024

Total exemption full accounts made up to 2024-03-31

View PDF (9 pages)

23/07/2024

Confirmation statement made on 2024-07-23 with no updates

View PDF (3 pages)

27/04/2024

Director's details changed for Mr Andrew Robert Dodd on 2017-07-23

View PDF (2 pages)

08/11/2023

Total exemption full accounts made up to 2023-03-31

View PDF (9 pages)

26/07/2023

Confirmation statement made on 2023-07-23 with no updates

View PDF (3 pages)

2023

0 % *

* during past year

Total Assets

£0.00

2023

1 *

* during past year

Number of employees

2023

+22.92 % *

* during past year

Cash in Bank

£489,534.00

Business linkages

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Confirmation

Last made up date

31/03/2025

Next confirmation date

23/07/2026

Last change occurred

31/03/2025

Accounts

Total Exemption Full

Last made up date

31/03/2025

Next account date

31/03/2026

Next due on

31/12/2026

See more events →

Financial Ratios

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

2021
7
612.25K
-
0.00
758.45K
-

2022
7
363.18K
-
0.00
398.26K
-

2023
8
489.20K
-
0.00
489.53K
-

2023
8
489.20K
-
0.00
489.53K
-

Employees

2023

Employees

8 14 % *

Net Assets(GBP)

489.20K £34.70 % *

Total Assets(GBP)

Turnover(GBP)

0.00 £- *

Cash in Bank(GBP)

489.53K £22.92 % *

Total Liabilities(GBP)

*over the last year starting selected period

People

Officers

Person	Title	Period	Connections
Stones, Claire Elizabeth	Director	19/02/2015 - 29/08/2024	1
Dodd, Andrew Robert	Director	19/02/2015 - Present	-

Persons with Significant Control

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

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Description

About HERITAGE WEALTH SOLUTIONS LTD

HERITAGE WEALTH SOLUTIONS LTD is an(a) Active company incorporated on 19/02/2015 with the registered office located at Empire House Lewisham Road, Slaithwaite, Huddersfield HD7 5AL. There is currently 1 active director according to the latest confirmation statement. Number of employees 8 according to last financial statements.

Frequently Asked Questions

What is the current status of HERITAGE WEALTH SOLUTIONS LTD?

HERITAGE WEALTH SOLUTIONS LTD is currently Active. It was registered on 19/02/2015 .

Where is HERITAGE WEALTH SOLUTIONS LTD located?

HERITAGE WEALTH SOLUTIONS LTD is registered at Empire House Lewisham Road, Slaithwaite, Huddersfield HD7 5AL.

What does HERITAGE WEALTH SOLUTIONS LTD do?

HERITAGE WEALTH SOLUTIONS LTD operates in the Financial intermediation not elsewhere classified (64.99/9 - SIC 2007) sector.

How many employees does HERITAGE WEALTH SOLUTIONS LTD have?

HERITAGE WEALTH SOLUTIONS LTD had 8 employees in 2023.

What is the latest filing for HERITAGE WEALTH SOLUTIONS LTD?

The latest filing was on 30/09/2025: Total exemption full accounts made up to 2025-03-31.