HERITAGE WEALTH SOLUTIONS LTD

Company number 09448681 ·

Active

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Shareholders' funds

£371,150

Balance sheet as at 2025-03-31

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Overview

Company type
Private Limited Company
Incorporated
2015-02-19
Employees
0 (2025 accounts · was 8 in 2024)
Registered office
Empire House Lewisham Road, Slaithwaite, Huddersfield, England, HD7 5AL
Postcode
HD7 5AL
Capital
2 GBP
Accounts category
Total Exemption Full

Accounts

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

Confirmation statement

Last statement dated
2026-07-23
Next due by
2027-08-06
View filing history →

Nature of business (SIC)

  • 64999 Financial intermediation not elsewhere classified

Officers 2 current

CHARTERED FINANCIAL PLANNER Appointed 2015-02-19
Appointed 2015-02-19

View all officers and resignations →

Data protection registration

Registered with the ICO as a data protection fee payer — ZA136722 (Tier 1), registered since 2015.

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

Contact details

Website
heritagewealthsolutions.co.uk
Phone
01484 810 601

Independent Financial Advisers, personal service, and no pressure... we're here to help! Get in touch with us on: 01484 810 601

Previous company names

NameDate changed
HERITAGE WS LTD2016-04-02

Previous registered addresses 1

AddressChanged on
SUITE G2, SEVEN HILLS BUSINESS CENTRE, SOUTH STREE MORLEY, LEEDS, LS27 8AT, UNITED KINGDOM2016-02-22

Among its peers

Top 25%

by shareholders' funds, of 69 similar companies in HD

3rd largest employer among its local peers (8 staff).

Trading since 2015.

No.9 of the largest financial intermediation not elsewhere classified companies in Huddersfield →

26 companies are registered at this postcode →

Competitors Huddersfield

This company ranks 9 among financial intermediation not elsewhere classified in Huddersfield.

Full league table →

The class of 2015

36%

of the 3,330 companies in this sector incorporated in 2015 are still active today; 59% 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.