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HERITAGE INDEPENDENT FINANCIAL ADVISERS LIMITED Active

Finance & Insurance


Contact information


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Financial statements of HERITAGE INDEPENDENT FINANCIAL ADVISERS LIMITED

According to HERITAGE INDEPENDENT FINANCIAL ADVISERS LIMITED latest financial report submitted on 2023-12-31, the company has a Turnover of £1M, Gross-Profit of £1M while the Cash is £216,410.47. Compared with the previous year, the company reported a Turnover increase of 0.0%, which is an equivalent of 0. At the same time, the Gross-Profit went down by 0.0%, or by 0.


Year:
2022 Not available
2021 Not available
2020 Not available
2019 Not available

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  • Reporting period

    12

  • Consolidated A/cs

    N

  • Profit after Tax

    £ -

  • Working Capital

    £ 857723

Profit after Tax

HERITAGE INDEPENDENT FINANCIAL ADVISERS LIMITED Business Credit Report

A Business Credit Report for HERITAGE INDEPENDENT FINANCIAL ADVISERS LIMITED is available for instant download. The report will provide you with a credit score and credit limit recommendation for HERITAGE INDEPENDENT FINANCIAL ADVISERS 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 INDEPENDENT FINANCIAL ADVISERS 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 INDEPENDENT FINANCIAL ADVISERS LIMITED Directors and key executives

HERITAGE INDEPENDENT FINANCIAL ADVISERS LIMITED currently employs 17 people. Compared with the previous year, the company has reported a staff increase of 0%, which is an equivalent of 0 employees.
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Total Employee Count

Total employees

17

100%

1y growth

100%

2y growth

Management Level


80

Middle

20

Operational

Employee Job Title Email Phone Country
Anne Windle Director
****@heritageifa.com
- GB
John Shackleton Director
****@heritageifa.com
- GB
Elaine Chaplain Director
-
- GB
James Shackleton Director
-
- GB
Gary Bridge Client Administration Manager
-
- GB

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HERITAGE INDEPENDENT FINANCIAL ADVISERS LIMITED Ownership and Group Structure

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HERITAGE INDEPENDENT FINANCIAL ADVISERS LIMITED Shareholders and Ultimate Beneficial Owners (UBO)

There are currently 5 people with significant control at HERITAGE INDEPENDENT FINANCIAL ADVISERS LIMITED. One of of major shareholders of HERITAGE INDEPENDENT FINANCIAL ADVISERS LIMITED is BARRY WINDLE, which owns 1136 ORDINARY A shares, with a total value of 1,136 GBP and JOHN MICHAEL SHACKLETON, which owns 3029 ORDINARY A shares, with a total value of 3,029 GBP and BOBBIE JANE SHACKLETON, which owns 2019 ORDINARY A shares, with a total value of 2,019 GBP and ANNE ELIZABETH WINDLE, which owns 2650 ORDINARY A shares, with a total value of 2,650 GBP and ELAINE PATRICIA CHAPLAIN, which owns 3786 ORDINARY A shares, with a total value of 3,786 GBP.


Name Quantity Share Type Value
BARRY WINDLE
1136 ORDINARY A 1136 GBP
JOHN MICHAEL SHACKLETON
3029 ORDINARY A 3029 GBP
BOBBIE JANE SHACKLETON
2019 ORDINARY A 2019 GBP
ANNE ELIZABETH WINDLE
2650 ORDINARY A 2650 GBP
ELAINE PATRICIA CHAPLAIN
3786 ORDINARY A 3786 GBP

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HERITAGE INDEPENDENT FINANCIAL ADVISERS LIMITED competitors:

Top 5 similar companies of HERITAGE INDEPENDENT FINANCIAL ADVISERS LIMITED are SAUNDERSON HOUSE LIMITED, BMO CAPITAL MARKETS LIMITED, HOULIHAN LOKEY ADVISORY LIMITED, FINDERS GENEALOGISTS LIMITED, METLIFE INVESTMENTS LIMITED. View and export all the competitor list of HERITAGE INDEPENDENT FINANCIAL ADVISERS 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**************

BMO CAPITAL MARKETS LIMITED


Revenue
77,377,000.0
Age
31 years
Employees
111
Industry
View Banks
Website
View https://capitalm***************

HOULIHAN LOKEY ADVISORY LIMITED


Revenue
33,719,000.0
Age
53 years
Employees
76
Industry
View Finance & Insurance
Website
View http://altium************

FINDERS GENEALOGISTS LIMITED


Revenue
9,151,826.0
Age
27 years
Employees
110
Industry
View Foreign Insurance Companies Service Offices
Website
View https://www.findersi*******************

METLIFE INVESTMENTS LIMITED


Revenue
22,742,288.0
Age
33 years
Employees
59
Industry
View Finance & Insurance
Website
View https://met*********

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HERITAGE INDEPENDENT FINANCIAL ADVISERS LIMITED news & activities:


Turnover

HERITAGE INDEPENDENT FINANCIAL ADVISERS LIMITED has submitted new account statements and has reported a turnover of £1M, a 0.0% decrease year-over-year.

uk.globaldatabase.com

2023-12-31

EBITDA

The HERITAGE INDEPENDENT FINANCIAL ADVISERS LIMITED-based company said the adjusted EBITDA is now £520,399.51, compared with the previous year of 1.0 million.

uk.globaldatabase.com

2023-12-31

Employees

HERITAGE INDEPENDENT FINANCIAL ADVISERS LIMITED number of employees has decreased by 0% compared with previous year and now represents a total number of 17.

uk.globaldatabase.com

2023-12-31

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Frequently Asked Questions regarding HERITAGE INDEPENDENT FINANCIAL ADVISERS LIMITED


Where is HERITAGE INDEPENDENT FINANCIAL ADVISERS LIMITED registered office?

HERITAGE INDEPENDENT FINANCIAL ADVISERS LIMITED is located at Cannon Place 78 Cannon Street, United Kingdom.

How can I contact HERITAGE INDEPENDENT FINANCIAL ADVISERS LIMITED?

You can call HERITAGE INDEPENDENT FINANCIAL ADVISERS LIMITED at the following number +441564******

What is the website of HERITAGE INDEPENDENT FINANCIAL ADVISERS LIMITED?

HERITAGE INDEPENDENT FINANCIAL ADVISERS LIMITED website is http://heritageifa.com/

How many people work at HERITAGE INDEPENDENT FINANCIAL ADVISERS LIMITED?

According to the latest account statement, there are currently 17 of employees working for HERITAGE INDEPENDENT FINANCIAL ADVISERS LIMITED.

How much revenue does HERITAGE INDEPENDENT FINANCIAL ADVISERS LIMITED make?

Based on the latest financial accounts submitted on 2023-12-31, the company made £1M for 2023, which went down by 0.0%.

What is HERITAGE INDEPENDENT FINANCIAL ADVISERS LIMITED EBITDA?

For 2023, HERITAGE INDEPENDENT FINANCIAL ADVISERS LIMITED has reported an EBITDA of £520,399.51, which went up by 98.2% compared to previous year.

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

In order to check the business credit score of HERITAGE INDEPENDENT FINANCIAL ADVISERS 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 INDEPENDENT FINANCIAL ADVISERS LIMITED pay their invoices on time?

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

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