HERITAGE FINANCIAL LIMITED
Company number 07103745 · Monitor this company
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Shareholders' funds
£1,569,695
Balance sheet as at 2025-12-31
Overview
- Company type
- Private Limited Company
- Incorporated
- 2009-12-14
- Employees
- 41 (2025 accounts · was 38 in 2024)
- Registered office
- The Old House, 24 Bargates, Christchurch, Dorset, England, BH23 1QL
- Postcode
- BH23 1QL
- Capital
- 30,116 GBP
- Accounts category
- Total Exemption Full
- Charges
- 0 outstanding
Accounts
- Last made up to
- 2025-12-31
- Next due by
- 2027-09-30
- Financial year end
- 31 December
Confirmation statement
- Last statement dated
- 2025-10-29
- Next due by
- 2026-11-12
Nature of business (SIC)
- 66300 Fund management activities
Officers 3 current · 3 resigned
Group structure 1 subsidiary
-
SOUTHERN FINANCIAL SERVICES LIMITED Dissolved
From persons-with-significant-control filings on the public register.
Previous registered addresses 2
| Address | Changed on |
|---|---|
| HERITAGE HOUSE 24 BARGATES, CHRISTCHURCH, DORSET, BH23 1QL | 2018-01-19 |
| 150 CORHAMPTON RD, BOURNEMOUTH, DORSET, BH6 5PD, ENGLAND | 2010-03-03 |
Among its peers
Top 25%
by shareholders' funds, of 12 similar companies in BH
Among the biggest employers among its local peers (41 staff).
3rd oldest of its local peers, trading since 2009.
Competitors Bournemouth
This company ranks 2 among fund management activities in Bournemouth.
The class of 2009
21%
of the 315,093 companies incorporated in 2009 are still active today; 77% have since been dissolved.
A fact about the year, not a forecast for this company.
Property in England & Wales 3 titles
- Leasehold
- 3
- Most recent registration
- 2023-01-06
- Where
- Dorset (2), Bournemouth, Christchurch And Poole (1)
| Title number | County | Tenure | Registered | Price paid |
|---|---|---|---|---|
| DT473584 | Dorset | Leasehold | 2023-01-06 | — |
| DT464068 | Bournemouth, Christchurch And Poole | Leasehold | 2021-08-31 | — |
| DT392252 | Dorset | Leasehold | 2012-02-22 | — |
For addresses and the authoritative register entry, use HM Land Registry's official search (£3 per title).
Information produced by HM Land Registry. © Crown copyright 2026. Dataset as at 2026-08.
This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.