HERITAGE FINANCIAL PLANNING LIMITED

Company number 11438462 ·

Active

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Shareholders' funds

£157,570

Balance sheet as at 2025-06-30

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Overview

Company type
Private Limited Company
Incorporated
2018-06-28
Employees
5 (2025 accounts)
Registered office
Kinnerton House Bell Meadow Park, Cuckoos Nest, Pulford, Chester, United Kingdom, CH4 9EP
Postcode
CH4 9EP
Capital
1 GBP
Accounts category
Micro

Accounts

Last made up to
2025-06-30
Next due by
2027-03-31
Financial year end
30 June

Confirmation statement

Last statement dated
2026-06-27
Next due by
2027-07-11
View filing history →

Nature of business (SIC)

  • 64205 Activities of financial services holding companies

Officers 3 current

Appointed 2022-12-05
Appointed 2022-12-05
Appointed 2018-06-28

View all officers and resignations →

Data protection registration

Registered with the ICO as a data protection fee payer — ZB536795 (Tier 1), registered since 2023.

Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.

Previous company names

NameDate changed
ASTUTE ESTATE PLANNING SERVICES LTD2022-10-19
ASTUTE FINANCIAL SOLUTIONS HOLDINGS LTD2020-10-13
HERITAGE FINANCIAL PLANNING LIMITED2020-06-26

Previous registered addresses 1

AddressChanged on
UNIT 25 MOLD BUSINESS PARK, MOLD, FLINTSHIRE, CH7 1XP, UNITED KINGDOM2020-06-26

At this address

2nd largest employer

of 11 similar companies in CH, with 5 staff.

Competitors Chester

This company ranks 5 among activities of financial services holding companies in Chester.

Full league table →

The class of 2018

27%

of the 1,536 companies in this sector incorporated in 2018 are still active today; 69% have since been dissolved.

A fact about the year, not a forecast for this company.

Survival rates for every incorporation year →