Heritage Wealth Solutions Ltd LEEDS


Heritage Wealth Solutions started in year 2015 as Private Limited Company with registration number 09448681. The Heritage Wealth Solutions company has been functioning successfully for nine years now and its status is active. The firm's office is based in Leeds at Seven Hills Business Centre South Street. Postal code: LS27 8AT. Since 2nd April 2016 Heritage Wealth Solutions Ltd is no longer carrying the name Heritage Ws.

The firm has 2 directors, namely Claire S., Andrew D.. Of them, Claire S., Andrew D. have been with the company the longest, being appointed on 19 February 2015. As of 28 March 2024, our data shows no information about any ex officers on these positions.

Heritage Wealth Solutions Ltd Address / Contact

Office Address Seven Hills Business Centre South Street
Office Address2 Morley
Town Leeds
Post code LS27 8AT
Country of origin United Kingdom

Company Information / Profile

Registration Number 09448681
Date of Incorporation Thu, 19th Feb 2015
Industry Financial intermediation not elsewhere classified
End of financial Year 31st March
Company age 9 years old
Account next due date Sun, 31st Dec 2023 (88 days after)
Account last made up date Thu, 31st Mar 2022
Next confirmation statement due date Tue, 6th Aug 2024 (2024-08-06)
Last confirmation statement dated Sun, 23rd Jul 2023

Company staff

Claire S.

Position: Director

Appointed: 19 February 2015

Andrew D.

Position: Director

Appointed: 19 February 2015

People with significant control

The register of PSCs that own or have control over the company is made up of 2 names. As we discovered, there is Andrew D. This PSC has significiant influence or control over this company, has 25-50% voting rights and has 25-50% shares. Another entity in the persons with significant control register is Claire S. This PSC has significiant influence or control over the company, owns 25-50% shares and has 25-50% voting rights.

Andrew D.

Notified on 6 April 2016
Nature of control: 25-50% voting rights
right to appoint and remove directors
significiant influence or control
25-50% shares

Claire S.

Notified on 6 April 2016
Nature of control: 25-50% voting rights
significiant influence or control
right to appoint and remove directors
25-50% shares

Company previous names

Heritage Ws April 2, 2016

Annual reports financial information

Profit & Loss
Accounts Information Date 2020-03-312021-03-312022-03-312023-03-31
Balance Sheet
Cash Bank On Hand366 612758 448398 255489 534
Current Assets460 750912 360547 887611 501
Debtors94 138153 912149 632121 967
Net Assets Liabilities 635 683363 177489 199
Other Debtors94 138153 912149 632121 967
Property Plant Equipment2 0122 2676 3155 593
Other
Accumulated Amortisation Impairment Intangible Assets21 96826 76131 55436 347
Accumulated Depreciation Impairment Property Plant Equipment12 46414 56217 39417 286
Average Number Employees During Period7778
Creditors150 164300 114206 351138 538
Disposals Decrease In Depreciation Impairment Property Plant Equipment   3 665
Disposals Property Plant Equipment   3 748
Fixed Assets27 97523 43722 69217 177
Increase From Amortisation Charge For Year Intangible Assets 4 7934 7934 793
Increase From Depreciation Charge For Year Property Plant Equipment 2 0982 8323 557
Intangible Assets25 96321 17016 37711 584
Intangible Assets Gross Cost47 93147 93147 931 
Net Current Assets Liabilities310 586612 246341 536472 963
Number Shares Issued Fully Paid 2 0002 0002 000
Other Creditors23 68818 83920 41015 317
Other Taxation Social Security Payable126 476281 275185 941123 221
Par Value Share 000
Property Plant Equipment Gross Cost14 47616 82923 70922 879
Provisions For Liabilities Balance Sheet Subtotal  1 051941
Total Additions Including From Business Combinations Property Plant Equipment 2 3536 8802 918
Total Assets Less Current Liabilities338 561635 683364 228490 140

Company filings

Filing category
Accounts Address Annual return Capital Change of name Confirmation statement Incorporation Persons with significant control Resolution
Total exemption full accounts data made up to 31st March 2023
filed on: 8th, November 2023
Free Download (9 pages)

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