HERITAGE FINANCIAL SERVICES (IW) LIMITED

Company number 09140950 ·

Active

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Shareholders' funds

£143,586

Balance sheet as at 2025-03-31

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Overview

Company type
Private Limited Company
Incorporated
2014-07-21
Employees
2 (2025 accounts)
Registered office
Heritage Financial Services (Iw) Limited Newnham House, 90a Pyle Street, Newport, Isle Of Wight, England, PO30 1UJ
Postcode
PO30 1UJ
Capital
100 GBP
Accounts category
Micro

Accounts

Last made up to
2025-03-31
Next due by
2026-12-31
Financial year end
31 March

Confirmation statement

Last statement dated
2026-07-21
Next due by
2027-08-04
View filing history →

Nature of business (SIC)

  • 66220 Activities of insurance agents and brokers

Officers 1 current

MR Graham LEGG Director
Appointed 2014-07-21

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Previous registered addresses 2

AddressChanged on
EXCHANGE HOUSE ST. CROSS LANE, NEWPORT, ISLE OF WIGHT, PO30 5BZ2019-01-29
2-6, NEW ROAD BRADING, SANDOWN, PO36 0DT, ENGLAND2015-06-17

Among its peers

Top 25%

by shareholders' funds, of 39 similar companies in PO

Trading since 2014.

No.7 of the largest activities of insurance agents and brokers companies in Portsmouth →

Competitors Portsmouth

This company ranks 7 among activities of insurance agents and brokers in Portsmouth.

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The class of 2014

45%

of the 531 companies in this sector incorporated in 2014 are still active today; 51% have since been dissolved.

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

Survival rates for every incorporation year →

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.