Heritage Financial Planning Limited

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Heritage Financial Planning Limited

11438462•Private Limited With Share Capital

Kinnerton House, Bell Meadow Park, Pulford, CH49EP
Incorporated

28/06/2018

Company Age

8 years

Directors

3

Employees

7

SIC Code

64205

Risk

low 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...

Private Limited With Share Capital
SIC: 64205
Small
Incorporated 28/06/2018
CH49EP
7 employees

Financial Overview

Total Assets

£740.7K

Liabilities

£425.2K

Net Assets

£315.5K

Est. Turnover

£810.0K

AI Estimated
Unreported
Cash

£0

Key Metrics

7

Employees

3

Directors

4

Shareholders

Board of Directors

3

Risk Assessment

low risk

International Score

Future Factor

good

Performance Rating

Accounts

Typemicro-entity accounts
Due Date31/03/2028
Filing Date28/09/2026
Latest Accounts30/06/2026

Trading Addresses

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

Related Companies

1

Contact

Kinnerton House, Bell Meadow Park, Pulford, CH49EP