Heritage Wealth Advisory Limited

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Heritage Wealth Advisory Limited

09114851Private Limited With Share Capital

Business Box 2 Oswin Road, Leicester, Leicestershire, LE31HR
Incorporated

03/07/2014

Company Age

12 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 (12 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

Board of Directors

2
director

Risk Assessment

low risk

International Score

Future Factor

good

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

Contact

01162795197
info@heritagewealthadvisory.co.uk
heritagewealthadvisory.co.uk
Business Box 2 Oswin Road, Leicester, Leicestershire, LE31HR