Heritage Financial Planning Limited

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heritage financial planning limited
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Micro

Heritage Financial Planning Limited

11438462•Private Limited With Share Capital

Kinnerton House, Bell Meadow Park, Pulford, CH49EP
Website08453888176

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Incorporated

28/06/2018

Company Age

7 years

Directors

3

Employees

5

SIC Code

64205

Risk

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 (7 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...

Private Limited With Share Capital
SIC: 64205
Micro
Incorporated 28/06/2018
CH49EP
5 employees

Financial Overview

Total Assets

£731.5K

Liabilities

£573.9K

Net Assets

£157.6K

Cash

£0

Key Metrics

5

Employees

3

Directors

4

Shareholders

Board of Directors

3
N
nicholas stopford middlehurst
director
A
alex norman-jones
director
G
george middlehurst
director

Filed Documents

24
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:16-10-2025
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:14-08-2025
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:23-07-2025
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:31-03-2025
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:06-08-2024
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:21-03-2024
Confirmation Statement With Updates
Category:Confirmation Statement
Date:11-08-2023
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:11-08-2023
Accounts With Accounts Type Dormant
Category:Accounts
Date:28-03-2023
Change Person Director Company With Change Date
Category:Officers
Date:16-12-2022
Appoint Person Director Company With Name Date
Category:Officers
Date:09-12-2022
Appoint Person Director Company With Name Date
Category:Officers
Date:08-12-2022
Certificate Change Of Name Company
Category:Change Of Name
Date:19-10-2022
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:22-08-2022
Accounts With Accounts Type Dormant
Category:Accounts
Date:31-03-2022
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:27-07-2021
Accounts With Accounts Type Dormant
Category:Accounts
Date:30-06-2021
Certificate Change Of Name Company
Category:Change Of Name
Date:13-10-2020
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:03-07-2020
Resolution
Category:Resolution
Date:26-06-2020
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:26-06-2020
Accounts With Accounts Type Dormant
Category:Accounts
Date:27-03-2020
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:10-07-2019
Incorporation Company
Category:Incorporation
Date:28-06-2018

Risk Assessment

moderate risk

International Score

Future Factor

fair

Performance Rating

Accounts

Typemicro-entity accounts
Due Date31/03/2027
Filing Date23/07/2025
Latest Accounts30/06/2025

Trading Addresses

Kinnerton House, Bell Meadow Business Park, Park Lane, Pulford, Chester, CH49EPRegistered

Related Companies

1
heritage wealth management limited
live

Contact

08453888176
heritagefinancialplanning.net
Kinnerton House, Bell Meadow Park, Pulford, CH49EP