Heritage Financial Planning Limited is a private limited company situated at 1 Heritage Square, Treuddyn, Mold CH7 4PD. Incorporated on 2018-06-28, this 5-year-old company is run by 3 directors.
Director George M., appointed on 05 December 2022. Director Alex N., appointed on 05 December 2022. Director Nicholas M., appointed on 28 June 2018.
The company is officially categorised as "activities of financial services holding companies" (SIC: 64205). According to Companies House data there was a name change on 2022-10-19 and their previous name was Astute Estate Planning Services Ltd.
The latest confirmation statement was sent on 2023-06-27 and the date for the subsequent filing is 2024-07-11. Likewise, the statutory accounts were filed on 30 June 2022 and the next filing is due on 31 March 2024.
| Office Address | 1 Heritage Square |
| Office Address2 | Treuddyn |
| Town | Mold |
| Post code | CH7 4PD |
| Country of origin | United Kingdom |
| Registration Number | 11438462 |
| Date of Incorporation | Thu, 28th Jun 2018 |
| Industry | Activities of financial services holding companies |
| End of financial Year | 30th June |
| Company age | 6 years old |
| Account next due date | Sun, 31st Mar 2024 (27 days after) |
| Account last made up date | Thu, 30th Jun 2022 |
| Next confirmation statement due date | Thu, 11th Jul 2024 (2024-07-11) |
| Last confirmation statement dated | Tue, 27th Jun 2023 |
Position: Director
Appointed: 05 December 2022
Position: Director
Appointed: 05 December 2022
Position: Director
Appointed: 28 June 2018
The list of PSCs that own or have control over the company is made up of 1 name. As we discovered, there is Nicholas M. The abovementioned PSC has significiant influence or control over this company,.
Nicholas M.
| Notified on | 28 June 2018 |
| Nature of control: |
significiant influence or control |
| Astute Estate Planning Services | October 19, 2022 |
| Astute Financial Solutions Holdings | October 13, 2020 |
| Heritage Financial Planning | June 26, 2020 |
| Profit & Loss | |||||
|---|---|---|---|---|---|
| Accounts Information Date | 2019-06-30 | 2020-06-30 | 2021-06-30 | 2022-06-30 | 2023-06-30 |
| Balance Sheet | |||||
| Current Assets | 1 | 3 171 | |||
| Cash Bank On Hand | 1 | 1 | 1 | 1 | |
| Net Assets Liabilities | 1 | 1 | 1 | 1 | |
| Other | |||||
| Average Number Employees During Period | 4 | ||||
| Creditors | 53 750 | ||||
| Net Current Assets Liabilities | 1 | -50 579 | |||
| Total Assets Less Current Liabilities | 1 | -50 579 | |||
| Number Shares Allotted | 1 | 1 | 1 | 1 | |
| Par Value Share | 1 | 1 | 1 | 1 | |
| Type | Category | Free download | |
|---|---|---|---|
| CS01 |
Confirmation statement with updates Tue, 27th Jun 2023 filed on: 11th, August 2023 |
confirmation statement | Free Download (5 pages) |
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