Company Profile
Heritage Financial Planning Limited
11438462•Private Limited With Share Capital
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28/06/2018
8 years
3
5
64205
moderate risk
Company Overview
Registration, classification & business activity
Heritage Financial Planning Limited (11438462) is a private limited with share capital incorporated on 28/06/2018 (8 years old) and registered in pulford, CH49EP. The company operates under SIC code 64205 - activities of financial services holding companies.
Heritage is an independent financial advice practice that has been helping families protect their wealth for nearly 30 years.as we are a small, family run business, we can apply a personal touch, unlike large corporate firms in which you will be treated as a number and passed from adviser to adviser...
Financial Overview
£731.5K
£573.9K
£157.6K
£0
Key Metrics
5
Employees
3
Directors
4
Shareholders
Board of Directors
Risk Assessment
moderate risk
International Score
Future Factor
good
Performance Rating