Heron Wealth Management Limited
05360438
Healthy
No risk factors detected.
Details
Compliance
Last accounts
30/11/2025
total exemption full
Next accounts due
31/08/2027
Confirmation statement
Last: 17/09/2025
Due 01/10/2026
Industry
Officers
Persons with Significant Control
Mr Kenneth John Burfitt
British · Wales · Age 60
Woodside, Pen Y Waun, Cardiff, CF15 9SJ
Notified 05/04/2019
Former PSCs
Mr Ian George Price
Ceased 05/04/2019
Mr Keith Arthur Wrightson
Ceased 06/12/2020
CompanyRankvs 12569+ SIC 64999 peers49
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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 30/11/2025
Net Worth
£30k
Balance sheet strength
Cash
£26k
Cash in the bank
Net Current Assets
—
Working capital
Current Assets
—
Current Liabilities
£2k
Fixed Assets
£2k
Debtors
£5k
Tax at Year End
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2025 | — | +£0 |
| 2025 | — | +£210 |
| 2024 | — | +£103 |
| 2023 | 20.17 | -£3k |
| 2022 | 13.36 | +£7k |
| 2021 | 5.31 | +£1k |
| 2020 | 4.20 | -£2k |
| 2019 | 2.39 | — |
Derived from filed accounts. Not audited figures.