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Heritage Wealth Solutions Ltd

09448681

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

EMPIRE HOUSE LEWISHAM ROAD, HUDDERSFIELD, HD7 5AL
Incorporated 19/02/2015

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Andrew Robert Dodd

director · Since 19/02/2015

CHARTERED FINANCIAL PLANNER

BRITISH · ENGLAND · Age 50

Persons with Significant Control

Mr Andrew Robert Dodd

25–50% shares
ownership-of-shares-25-to-50-percent-as-firm
25–50% votes
right-to-appoint-and-remove-directors-as-firm
significant-influence-or-control-as-trust

British · England · Age 50

Empire House, Lewisham Road, Huddersfield, HD7 5AL

Notified 06/04/2016

Former PSCs

Mrs Claire Elizabeth Stones

Ceased 29/10/2024

CompanyRankvs 4864+ SIC 64999 peers
70

Financial strength89th percentile among SIC peers · 22/25
Employees16th percentile among SIC peers · 2/15
LiquidityCurrent ratio 3.67× · 20/20
Longevity11 years trading (max 15) · 11/15
Filing complianceAll filings up to date · 15/15
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4864Heritage Wealth Solutions Ltd
70
How is this score calculated?
Financial strength22/25 pts

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

Employees2/15 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.

Longevity11/15 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 31/03/2025

Net Worth

£371k

Balance sheet strength

Cash

£455k

Cash in the bank

Net Current Assets

£364k

Working capital

Current Assets

£500k

Current Liabilities

£136k

Fixed Assets

£9k

Debtors

£45k

0avg. employees-8

Balance Sheet

Intangible assets£2k
Assets less current liabilities£373k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20253.67-£456k
20244.89+£338k
20234.41—

Derived from filed accounts. Not audited figures.