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HERITAGE FINANCIAL LIMITED Active

Management Services


2009-12-14

Private limited company (Ltd.)

5 Shareholders
View all shareholders »

07103745

Fund management activities (66300)

Management Services
Finance & Insurance
Business Services
Hedge Fund Management
Guarantee funds
Investment Funds

HERITAGE FINANCIAL LIMITED is a Private limited company (Ltd.) company based in THE OLD HOUSE 24 BARGATES CHRISTCHURCH, United Kingdom, which employs 24 people. The company started trading on 14 December 2009. The company registration number is 07103745, It’s main line of business activity is Fund management activities, and the company is listed as Active. According to the latest confirmation statements submitted on the 2020-12-31, there are currently 24 directors.

Contact information


This information is available only for subscribed users

+441202******
+44··········
··········@·····.com
www.heritageinvestments.co.uk

THE OLD HOUSE 24 BARGATES CHRISTCHURCH , BH23 1QL , United Kingdom

United Kingdom

Financial statements of HERITAGE FINANCIAL LIMITED

According to HERITAGE FINANCIAL LIMITED latest financial report submitted on 2020-12-31, the company has a Cash of £1M, Total-Assets of £1M while the Working-Capital is £734,714.00. Compared with the previous year, the company reported a Cash increase of 24.58%, which is an equivalent of -249159. At the same time, the Total-Assets went up by 20.71%, or by -246731.



Consolidated A/cs

For more information you can

Turnover 2020

£ -

  • Consolidated A/cs

    N

  • Reporting period

    12

  • Working Capital

    £ 734714

  • Profit after Tax

    £ -

Reporting period

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

80

Get this credit report

for £30

Unlock Credit Report

For more information you can

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 24 people. Compared with the previous year, the company has reported a staff increase of 9%, which is an equivalent of 2 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

24

109%

1y growth

100%

2y growth

Management Level


100

Middle

×

Get direct emails & phone numbers for senior executives working at «HERITAGE FINANCIAL LIMITED»

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

Get in touch with 3 of contacts working at HERITAGE FINANCIAL LIMITED

HERITAGE FINANCIAL LIMITED Shareholders

There are currently 5 people with significant control at HERITAGE FINANCIAL LIMITED. One of of major shareholders of HERITAGE FINANCIAL LIMITED is LISA MABEY, which owns 1 ORDINARY A shares, with a total value of 1 GBP and JOHN COOPER, which owns 500000 ORDINARY shares, with a total value of 500,000 GBP and LEIGH COOPER, which owns 1 ORDINARY A shares, with a total value of 1 GBP and ANDREW COOK, which owns 500000 ORDINARY shares, with a total value of 500,000 GBP and REBECCA KATE CARDIFF, which owns 129581 ORDINARY shares, with a total value of 129,581 GBP.


Name Quantity Share Type Value
LISA MABEY 1 ORDINARY A 1 GBP
JOHN COOPER 500000 ORDINARY 500000 GBP
LEIGH COOPER 1 ORDINARY A 1 GBP
ANDREW COOK 500000 ORDINARY 500000 GBP
REBECCA KATE CARDIFF 129581 ORDINARY 129581 GBP

HERITAGE FINANCIAL LIMITED competitors:

Top 5 similar companies of HERITAGE FINANCIAL LIMITED are SANLAM PRIVATE INVESTMENTS (UK) LTD, RATHBONE INVESTMENT MANAGEMENT LIMITED, SAUNDERSON HOUSE LIMITED, CAZENOVE CAPITAL MANAGEMENT LIMITED, CITY OF LONDON INVESTMENT MANAGEMENT COMPANY LIMITED. View and export all the competitor list of HERITAGE FINANCIAL LIMITED by upgrading your account here.


SANLAM PRIVATE INVESTMENTS (UK) LTD


Revenue
30,140,000.0
Age
36 years
Employees
102
Industry
View Management Services
Website
View https://www.s***********

RATHBONE INVESTMENT MANAGEMENT LIMITED


Revenue
357,148,000.0
Age
43 years
Employees
87
Industry
View Financial management consultants
Website
View www.rathb********

SAUNDERSON HOUSE LIMITED


Revenue
32,481,340.0
Age
54 years
Employees
182
Industry
View Foreign insurance companies service offices
Website
View http://www.saunde***************

CAZENOVE CAPITAL MANAGEMENT LIMITED


Revenue
-
Age
27 years
Employees
52
Industry
View Finance & Insurance
Website
View http://www.cazen**************

CITY OF LONDON INVESTMENT MANAGEMENT COMPANY LIMITED


Revenue
38,594,364.0
Age
29 years
Employees
51
Industry
View Management Services
Website
View http://ci********

HERITAGE FINANCIAL LIMITED news & activities:


EBITDA

The HERITAGE FINANCIAL LIMITED-based company said the adjusted EBITDA is now £23,965.00, compared with the previous year of 23213.

uk.globaldatabase.com

2020-12-31

Employees

HERITAGE FINANCIAL LIMITED number of employees has increased by 9% compared with previous year and now represents a total number of 24.

uk.globaldatabase.com

2020-12-31

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 CHRISTCHURCH, 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 www.heritageinvestments.co.uk

How many people work at HERITAGE FINANCIAL LIMITED?

According to the latest account statement, there are currently 24 of employees working for HERITAGE FINANCIAL LIMITED.

What is HERITAGE FINANCIAL LIMITED EBITDA?

For 2020, HERITAGE FINANCIAL LIMITED has reported an EBITDA of £23,965.00, which went down by -3.14% compared to previous year.

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.

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