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HERITAGE FINANCIAL LIMITED Active

Financial Services


Contact information


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Financial statements of HERITAGE FINANCIAL LIMITED

According to HERITAGE FINANCIAL LIMITED latest financial report submitted on 2024-12-31, the company has a Cash of £956,569.00, Working-Capital of £538,243.00. Compared with the previous year, the company reported a Cash increase of 80.65%, which is an equivalent of -771434. At the same time, the Working-Capital went up by 71.79%, or by -386430.


Year:
2023 Not available
2022 Not available
2021 Not available
2020 Not available

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  • Reporting period

    12

  • Consolidated A/cs

    N

  • Working Capital

    £ 538243

EBITDA

HERITAGE FINANCIAL LIMITED Business Credit Report

A Business Credit Report for HERITAGE FINANCIAL LIMITED is available for instant download. The report will provide you with a credit score and credit limit recommendation for HERITAGE FINANCIAL LIMITED, payment trends, if the company pays their Invoices on time, whether or not the company has any court judgements, ownership and group structure, up to 5 years of financial statements and much more. When you buy a Credit Report from Global Database, you will also have a 7 days free trial to our B2B Sales Platform.


Overall Credit Risk for

HERITAGE FINANCIAL LIMITED

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Key features

  • Credit Score and Credit Limit
  • Financial accounts for the past 5 years
  • Credit Officers
  • Document Filing history
  • Corporate Ownership
  • Outstanding & Satisfied Mortgages
  • Shareholder Information
  • Company Identity

HERITAGE FINANCIAL LIMITED Directors and key executives

HERITAGE FINANCIAL LIMITED currently employs 38 people. Compared with the previous year, the company has reported a staff increase of 3%, which is an equivalent of 1 employees.
In order to view contact information, including emails and phone numbers for all the employees working at HERITAGE FINANCIAL LIMITED and to export them in XL or to your existing CRM, you can subscribe to our platform here.


Total Employee Count

Total employees

38

103%

1y growth

112%

2y growth

Management Level


100

Middle

Employee Job Title Email Phone Country
Andrew Cook Director
***********@heritageinvestments.co.uk
- GB
John Cooper Director
***********@heritageinvestments.co.uk
- GB
John Cooper Company Secretary
-
- GB
John Cooper Financial Adviser
-
- GB

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HERITAGE FINANCIAL LIMITED Ownership and Group Structure


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HERITAGE FINANCIAL LIMITED Shareholders and Ultimate Beneficial Owners (UBO)

There are currently 3 people with significant control at HERITAGE FINANCIAL LIMITED. One of of major shareholders of HERITAGE FINANCIAL LIMITED is HERITAGE FINANCIAL GROUP LIMITED, which owns 4 ORDINARY A shares, with a total value of 4 GBP and HERITAGE FINANCIAL GROUP LIMITED, which owns 2129581 ORDINARY shares, with a total value of 0 GBP and HERITAGE FINANCIAL GROUP LIMITED, which owns 9000 ORDINARY B shares, with a total value of 0 GBP.


Name Quantity Share Type Value
HERITAGE FINANCIAL GROUP LIMITED
4 ORDINARY A 4 GBP
HERITAGE FINANCIAL GROUP LIMITED
2129581 ORDINARY 0 GBP
HERITAGE FINANCIAL GROUP LIMITED
9000 ORDINARY B 0 GBP

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HERITAGE FINANCIAL LIMITED competitors:

Top 5 similar companies of HERITAGE FINANCIAL LIMITED are SAUNDERSON HOUSE LIMITED, DWS INVESTMENTS UK LIMITED, GSA CAPITAL SERVICES LIMITED, MARATHON ASSET MANAGEMENT (SERVICES) LIMITED, CAMBRIDGE ASSOCIATES LIMITED. View and export all the competitor list of HERITAGE FINANCIAL LIMITED by upgrading your account here.


SAUNDERSON HOUSE LIMITED


Revenue
19,469,814.0
Age
57 years
Employees
194
Industry
View Foreign Insurance Companies Service Offices
Website
View https://saunders**************

DWS INVESTMENTS UK LIMITED


Revenue
182,067,348.203965
Age
21 years
Employees
104
Industry
View Finance & Insurance
Website
View https://banke************

GSA CAPITAL SERVICES LIMITED


Revenue
144,562,351.0
Age
21 years
Employees
123
Industry
View Financial Services
Website
View https://gsac***********

MARATHON ASSET MANAGEMENT (SERVICES) LIMITED


Revenue
58,037,102.0
Age
39 years
Employees
93
Industry
View Financial Services
Website
View https://mara***********

CAMBRIDGE ASSOCIATES LIMITED


Revenue
67,691,000.0
Age
18 years
Employees
190
Industry
View Financial Services
Website
View https://cambridge***************

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HERITAGE FINANCIAL LIMITED news & activities:


Employees

HERITAGE FINANCIAL LIMITED number of employees has increased by 3% compared with previous year and now represents a total number of 38.

uk.globaldatabase.com

2024-12-31

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Frequently Asked Questions regarding HERITAGE FINANCIAL LIMITED


Where is HERITAGE FINANCIAL LIMITED registered office?

HERITAGE FINANCIAL LIMITED is located at The Old House 24 Bargates, United Kingdom.

How can I contact HERITAGE FINANCIAL LIMITED?

You can call HERITAGE FINANCIAL LIMITED at the following number +441202******

What is the website of HERITAGE FINANCIAL LIMITED?

HERITAGE FINANCIAL LIMITED website is https://heritageinvestments.co.uk/

How many people work at HERITAGE FINANCIAL LIMITED?

According to the latest account statement, there are currently 38 of employees working for HERITAGE FINANCIAL LIMITED.

What is the Business Credit Score of HERITAGE FINANCIAL LIMITED and how reliable is the company?

In order to check the business credit score of HERITAGE FINANCIAL LIMITED, you can request a credit report. You will view the latest credit limit information, ownership, group structure, court judgements and much more.

Does HERITAGE FINANCIAL LIMITED pay their invoices on time?

By requesting a Business Credit Report for HERITAGE FINANCIAL LIMITED, you will be able to gain more insights about the HERITAGE FINANCIAL LIMITED payment trends.

Who is the Ultimate Parent of the HERITAGE FINANCIAL LIMITED?

Information about the ultimate beneficial ownership HERITAGE FINANC************* of HERITAGE FINANCIAL LIMITED is available when you order a business credit report.

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