Heritage Independent Financial Advisers Limited
05012244
Healthy
- No accounts filed in last 18 months (-5)
Details
Compliance
Accounts
Confirmation statement
Industry
Officers
director · Since 12/01/2004
INVESTMENT DIRECTOR
BRITISH · ENGLAND · Age 67
Also on 2 other boards
director · Since 01/03/2022
OPERATIONS DIRECTOR
BRITISH · UNITED KINGDOM · Age 35
Persons with Significant Control
Former PSCs
Mrs Elaine Patricia Chaplain
Ceased 09/12/2022
John Michael Shackleton
Ceased 06/04/2016
Mrs Anne Elizabeth Windle
Ceased 06/04/2016
Verso Wealth Management Limited
Ceased 30/01/2026
Cairngorm Capital Partners Llp
Ceased 09/12/2022
Charges0 outstanding
INVESTEC BANK PLC
CompanyRankvs 501+ SIC 64999 peers86
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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 31/03/2022
Net Worth
£175k
Balance sheet strength
Cash
£240k
Cash in the bank
Net Current Assets
£166k
Working capital
Current Assets
£272k
Current Liabilities
£107k
Fixed Assets
£12k
Debtors
£32k
Profit After Tax
£190k
Tax at Year End
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2022 | 2.56 | +£50k |
| 2021 | 1.84 | +£5k |
| 2020 | 1.94 | -£1k |
| 2019 | 2.10 | +£109k |
Derived from filed accounts. Not audited figures.