Heritage Wealth Advisory Limited
Company Profile
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MicroHeritage Wealth Advisory Limited
09114851•Private Limited With Share Capital
Business Box 2 Oswin Road, Leicester, Leicestershire, LE31HR
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Incorporated
03/07/2014
Company Age
11 years
Directors
2
Employees
3
SIC Code
66300
Risk
low risk
Company Overview
Registration, classification & business activity
Heritage Wealth Advisory Limited (09114851) is a private limited with share capital incorporated on 03/07/2014 (11 years old) and registered in leicestershire, LE31HR. The company operates under SIC code 66300 - fund management activities.
Our highly flexible services cover the creation, management, and administration of a wide variety of investment solutions.there’s always a purpose behind financial planning. what’s yours? perhaps it’s performance or preserving your wealth for the next generation. it may be that you require flexibili...
Private Limited With Share Capital
SIC: 66300
Micro
Incorporated 03/07/2014
LE31HR
3 employees
Financial Overview
Total Assets
£43.5K
Liabilities
£32.6K
Net Assets
£10.8K
Est. Turnover
£416.5K
AI Estimated
Unreported
Cash
£0
Key Metrics
3
Employees
2
Directors
2
Shareholders
Filed Documents
32
Document Name
Category
Date
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:18-02-2026
Change Person Director Company With Change Date
Category:Officers
Date:12-11-2025
Confirmation Statement With Updates
Category:Confirmation Statement
Date:13-08-2025
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:24-04-2025
Confirmation Statement With Updates
Category:Confirmation Statement
Date:12-08-2024
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:30-04-2024
Confirmation Statement With Updates
Category:Confirmation Statement
Date:18-08-2023
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:28-04-2023
Confirmation Statement With Updates
Category:Confirmation Statement
Date:10-08-2022
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:11-02-2022
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:17-08-2021
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:29-04-2021
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:12-08-2020
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:28-04-2020
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:19-02-2020
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:19-02-2020
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:30-08-2019
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:08-09-2018
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:30-08-2018
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:14-03-2018
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:21-08-2017
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:28-04-2017
Confirmation Statement With Updates
Category:Confirmation Statement
Date:14-09-2016
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:29-03-2016
Gazette Filings Brought Up To Date
Category:Gazette
Date:05-12-2015
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:04-12-2015
Gazette Notice Compulsory
Category:Gazette
Date:01-12-2015
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:04-08-2014
Appoint Person Director Company With Name Date
Category:Officers
Date:04-08-2014
Termination Director Company With Name Termination Date
Category:Officers
Date:04-08-2014
Appoint Person Director Company With Name Date
Category:Officers
Date:04-08-2014
Incorporation Company
Category:Incorporation
Date:03-07-2014
Risk Assessment
low risk
International Score
Future Factor
excellent
Performance Rating
Accounts
Typemicro-entity accounts
Due Date30/04/2027
Filing Date18/02/2026
Latest Accounts31/07/2025
Trading Addresses
Business Box 2 Oswin Road, Leicester, Leicestershire, LE31HRRegistered
Related Companies
4
Contact
01162795197info@heritagewealthadvisory.co.ukheritagewealthadvisory.co.uk
Business Box 2 Oswin Road, Leicester, Leicestershire, LE31HR