Heritage Financial Limited
07103745
Healthy
- 1 outstanding charge (-2)
Details
Compliance
Accounts
Confirmation statement
Industry
Officers
secretary · Since 14/12/2009
director · Since 14/12/2009
FINANCIAL ADVISER
BRITISH · ENGLAND · Age 46
Also on 1 other board
Persons with Significant Control
Heritage Financial Group Ltd
The Old House, Bargates, Christchurch, BH23 1QL
Notified 09/10/2023
Former PSCs
Mr Keith Alexander Cheshire
Ceased 01/08/2017
Charges1 outstanding
HSBC UK BANK PLC
CompanyRankvs 19+ SIC 66300 peers78
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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.
Risk deductions
Outstanding charges: -10 pts
Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.
Key FinancialsYear ending 31/12/2025
Net Worth
£1.6M
Balance sheet strength
Cash
£804k
Cash in the bank
Net Current Assets
£423k
Working capital
Current Assets
£834k
Current Liabilities
£411k
Fixed Assets
£1.2M
Debtors
£30k
Tax at Year End(2018)
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2025 | 2.03 | +£184k |
| 2024 | 2.21 | -£226k |
| 2023 | 2.57 | +£35k |
| 2022 | 1.63 | +£161k |
| 2021 | 1.36 | +£523k |
| 2020 | 3.45 | +£320k |
| 2019 | 2.07 | +£307k |
| 2018 | 2.12 | — |
Derived from filed accounts. Not audited figures.