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Heritage Wealth Management Limited MOLD

Founded in 2010, Heritage Wealth Management, classified under reg no. 07337144 is an active company. Currently registered at 1 Heritage Square CH7 4PD, Mold the company has been in the business for fourteen years. Its financial year was closed on March 31 and its latest financial statement was filed on Thu, 31st Mar 2022.

There is a single director in the firm at the moment - Nicholas M., appointed on 5 August 2010. In addition, a secretary was appointed - Helen M., appointed on 5 August 2010. As of 29 May 2024, our data shows no information about any ex officers on these positions.

Heritage Wealth Management Limited Address / Contact

Office Address 1 Heritage Square
Office Address2 Treuddyn
Town Mold
Post code CH7 4PD
Country of origin United Kingdom

Company Information / Profile

Registration Number 07337144
Date of Incorporation Thu, 5th Aug 2010
Industry Financial intermediation not elsewhere classified
End of financial Year 31st March
Company age 14 years old
Account next due date Sun, 31st Dec 2023 (150 days after)
Account last made up date Thu, 31st Mar 2022
Next confirmation statement due date Wed, 24th Jul 2024 (2024-07-24)
Last confirmation statement dated Mon, 10th Jul 2023

Company staff

Helen M.

Position: Secretary

Appointed: 05 August 2010

Nicholas M.

Position: Director

Appointed: 05 August 2010

People with significant control

The register of PSCs who own or control the company includes 1 name. As BizStats found, there is Nicholas M. The abovementioned PSC and has 75,01-100% shares.

Nicholas M.

Notified on 6 April 2016
Nature of control: 75,01-100% shares

Annual reports financial information

Profit & Loss
Accounts Information Date 2015-03-312016-03-312017-03-312018-03-312019-03-312020-03-312021-03-312022-03-312023-03-31
Net Worth1 3332 340       
Balance Sheet
Cash Bank In Hand20 33216 417       
Current Assets 16 41715 19942 637101 11555 92670 81145 23635 061
Intangible Fixed Assets280 729211 979       
Reserves/Capital
Called Up Share Capital100100       
Profit Loss Account Reserve1 2332 240       
Shareholder Funds1 3332 340       
Other
Average Number Employees During Period    22222
Creditors 226 056157 189100 97082 84935 67038 0348 31221 334
Creditors Due Within One Year299 728226 056       
Fixed Assets280 729211 979143 22974 4795 729   33 805
Intangible Fixed Assets Aggregate Amortisation Impairment269 271338 021       
Intangible Fixed Assets Amortisation Charged In Period 68 750       
Intangible Fixed Assets Cost Or Valuation550 000        
Net Current Assets Liabilities-279 396-209 639-141 990-58 33318 26620 25632 77736 92413 727
Number Shares Allotted 100       
Par Value Share 1       
Share Capital Allotted Called Up Paid100100       
Tangible Fixed Assets Cost Or Valuation2 392        
Tangible Fixed Assets Depreciation2 392        
Total Assets Less Current Liabilities1 3332 3401 23916 14623 99520 25632 77736 92447 532

Company filings

Filing category
Accounts Annual return Capital Confirmation statement Incorporation Officers Resolution
Micro company financial statements for the year ending on Fri, 31st Mar 2023
filed on: 28th, December 2023 		Free Download (6 pages)

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