Heritage Financial Group Ltd
14926942
Some Concerns
- 1 outstanding charge (-2)
Details
Compliance
Accounts
Confirmation statement
Industry
Officers
director · Since 09/06/2023
FINANCIAL ADVISER
BRITISH · ENGLAND · Age 55
Also on 1 other board
Persons with Significant Control
Mr John Robert Cooper
British · United Kingdom · Age 55
The Old House, 24 Bargates, Christchurch, BH23 1QL
Notified 09/06/2023
Mr Andrew Michael Cook
British · England · Age 47
The Old House, 24 Bargates, Christchurch, BH23 1QL
Notified 09/10/2023
Charges1 outstanding
HSBC UK BANK PLC
CompanyRankvs 1499+ SIC 64205 peers42
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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
£1.1M
Balance sheet strength
Cash
£48k
Cash in the bank
Net Current Assets
-£628k
Working capital
Current Assets
—
Current Liabilities
£675k
Balance Sheet
EstimatesDerived
| Year | Implied Profit |
|---|---|
| 2025 | +£0 |
| 2025 | +£562k |
| 2024 | +£516k |
Derived from filed accounts. Not audited figures.