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Heritage Life Limited

10529796

active
Private Limited Company
england wales
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Negative net worth (-10)
  • Current liabilities exceed current assets (-10)

Details

62 STAKES ROAD, WATERLOOVILLE, PO7 5NT
Incorporated 16/12/2016

Compliance

Last accounts

31/12/2024

total exemption full

Next accounts due

30/09/2026

On track

Confirmation statement

Last: 17/11/2025

Due 01/12/2026

On track

Industry

66220
Activities of insurance agents and brokers

Officers

Mr Daniel Roger Symmons

director · Since 16/12/2016

DIRECTOR

ENGLISH · ENGLAND · Age 46

Mr Robert Michael Town

director · Since 16/12/2016

DIRECTOR

ENGLISH · ENGLAND · Age 50

Persons with Significant Control

Mr Daniel Roger Symmons

25–50% shares
25–50% votes

English · England · Age 46

62, Stakes Road, Waterlooville, PO7 5NT

Notified 16/12/2016

Mr Robert Michael Town

25–50% shares
25–50% votes

English · England · Age 50

62, Stakes Road, Waterlooville, PO7 5NT

Notified 16/12/2016

CompanyRankvs 3062+ SIC 66220 peers
55

Financial strength8th percentile among SIC peers · 2/25
Employees54th percentile among SIC peers · 8/15
LiquidityCurrent ratio 8.3× · 20/20
Longevity10 years trading (max 15) · 10/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength2/25 pts

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

Employees8/15 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.

Longevity10/15 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 31/12/2025

Turnover

£221k

Annual revenue

Net Worth

-£7k

Balance sheet strength

Cash

£36k

Cash in the bank

Profit Before Tax

£121k

Bottom line earnings

Net Current Assets

£314k

Working capital

Current Assets

£357k

Current Liabilities

£43k

Fixed Assets

£405

Debtors

£322k

Cost of Sales

£43k

Gross Profit

£179k

Admin Expenses

£58k

Profit After Tax

£92k

2avg. employees

Balance Sheet

Assets less current liabilities£315k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20258.30-£4k
20245.89—
20236.25—

Derived from filed accounts. Not audited figures.