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Heritage Tax And Financial Consultancy Limited

04251614

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

13 HELLESDON PARK ROAD, NORWICH, NR6 5DR
Incorporated 13/07/2001

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

69201
Accounting and auditing activities
69203
Tax consultancy

Officers

Mr Stephen John Burrell

director · Since 13/07/2001

CHARTERED TAXATION ADVISER

BRITISH · ENGLAND · Age 77

Also on 1 other board

Mrs Hazel Anne Burrell

secretary · Since 10/06/2019

Persons with Significant Control

Mr Stephen John Burrell

50–75% shares
75–100% votes

British · England · Age 77

Fletchers, Willow Drive, King's Lynn, PE31 6YN

Notified 06/04/2016

CompanyRankvs 1227+ SIC 69201 peers
84

Financial strength92th percentile among SIC peers · 23/25
Employees76th percentile among SIC peers · 11/15
LiquidityCurrent ratio 14.24× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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1227Heritage Tax And Financial Consultancy Limited
84
How is this score calculated?
Financial strength23/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees11/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity20/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity15/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

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 30/06/2025

Net Worth

£205k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£182k

Working capital

Current Assets

£191k

Current Liabilities

£13k

Fixed Assets

£23k

3avg. employees

Tax at Year End(2018)

Dividends paid£80k

Balance Sheet

Assets less current liabilities£205k
Prepared with Companies House

EstimatesDerived

YearCurrent RatioImplied Profit
202514.24+£14k
202424.06-£2k
202314.46+£10k
20227.08-£49k
202119.03-£162k
20185.62—

Derived from filed accounts. Not audited figures.