Heritage Financial Consultancy Limited
03279341
Healthy
- Current liabilities exceed current assets (-10)
Details
Compliance
Accounts
Confirmation statement
Industry
Officers
director · Since 15/11/1996
INSURANCE CONSULTANT
BRITISH · UNITED KINGDOM · Age 63
Also on 1 other board
Persons with Significant Control
Mrs Tracey Elaine Steele
British · United Kingdom · Age 61
The Malthouse, Brewery Lane, Bath, BA3 5EQ
Notified 06/04/2016
Heritage & Co Uk Limited
Heritage House, Brewery Lane, Radstock, BA3 5EQ
Reg: 15943092 · England And Wales · Private Limited Company
Notified 01/04/2025
Former PSCs
Mr John Pearson Steele
Ceased 01/04/2025
Charges0 outstanding
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CompanyRankvs 320+ SIC 65110 peers72
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How is this score calculated?
Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.
Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.
Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.
One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.
Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.
Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.
Key FinancialsYear ending 31/03/2025
Net Worth
£36k
Balance sheet strength
Cash
£24k
Cash in the bank
Net Current Assets
£5k
Working capital
Current Assets
£102k
Current Liabilities
£97k
Fixed Assets
£104k
Debtors
£78k
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2025 | 1.06 | +£30k |
| 2023 | 0.88 | — |
Derived from filed accounts. Not audited figures.