Heritage Financial Planning Limited
11438462
Healthy
- Current liabilities exceed current assets (-10)
Details
Compliance
Last accounts
30/06/2025
micro entity
Next accounts due
31/03/2027
Confirmation statement
Last: 27/06/2026
Due 11/07/2027
Industry
Officers
director · Since 28/06/2018
FINANCIAL ADVISER
BRITISH · UNITED KINGDOM
Also on 2 other boards
Persons with Significant Control
Mr Nicholas Stopford Middlehurst
British · United Kingdom
Notified 28/06/2018
CompanyRankvs 958+ SIC 64205 peers64
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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 30/06/2026
Net Worth
£315k
Balance sheet strength
Cash
—
Cash in the bank
Net Current Assets
-£163k
Working capital
Current Assets
£262k
Current Liabilities
£425k
Fixed Assets
£478k
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2026 | 0.62 | +£318k |
| 2024 | 0.96 | +£49k |
| 2023 | 0.06 | — |
Derived from filed accounts. Not audited figures.