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HERITAGE WEALTH SOLUTIONS LTD Active


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Financial statements of HERITAGE WEALTH SOLUTIONS LTD

According to HERITAGE WEALTH SOLUTIONS LTD latest financial report submitted on 2025-03-31, the company has a Cash of £454,947.00, Total-Assets of £509,202.00 while the Working-Capital is £363,932.00. Compared with the previous year, the company reported a Cash increase of 19.42%, which is an equivalent of -88335. At the same time, the Total-Assets went up by 4.02%, or by -20477.


Year:
2024 Not available
2023 Not available
2022 Not available
2021 Not available

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  • Reporting period

    12

  • Consolidated A/cs

    N

  • Working Capital

    £ 363932

Total Liabilities

HERITAGE WEALTH SOLUTIONS LTD Business Credit Report

A Business Credit Report for HERITAGE WEALTH SOLUTIONS LTD is available for instant download. The report will provide you with a credit score and credit limit recommendation for HERITAGE WEALTH SOLUTIONS LTD, 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 WEALTH SOLUTIONS LTD

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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 WEALTH SOLUTIONS LTD Directors and key executives

HERITAGE WEALTH SOLUTIONS LTD currently employs 2 people.
In order to view contact information, including emails and phone numbers for all the employees working at HERITAGE WEALTH SOLUTIONS LTD and to export them in XL or to your existing CRM, you can subscribe to our platform here.


Total Employee Count

Total employees

2

-

1y growth

100%

2y growth

Management Level


100

Middle

Employee Job Title Email Phone Country
- Claire Stones Director
******@heritagews.co.uk
- GB
Andrew Dodd Director
-
- GB

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HERITAGE WEALTH SOLUTIONS LTD Ownership and Group Structure

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HERITAGE WEALTH SOLUTIONS LTD Shareholders and Ultimate Beneficial Owners (UBO)

There are currently 3 people with significant control at HERITAGE WEALTH SOLUTIONS LTD. One of of major shareholders of HERITAGE WEALTH SOLUTIONS LTD is ANDREW DODD, which owns 950 ORDINARY B shares, with a total value of 950 GBP and ANDREW DODD, which owns 50 ORDINARY C shares, with a total value of 50 GBP and MICHELLE DODD, which owns 50 ORDINARY D shares, with a total value of 50 GBP.


Name Quantity Share Type Value
ANDREW DODD
950 ORDINARY B 950 GBP
ANDREW DODD
50 ORDINARY C 50 GBP
MICHELLE DODD
50 ORDINARY D 50 GBP

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HERITAGE WEALTH SOLUTIONS LTD competitors:

Top 5 similar companies of HERITAGE WEALTH SOLUTIONS LTD are NORTHERN VENTURE TRUST PLC, LMS CAPITAL PLC, THE MERCANTILE INVESTMENT TRUST PLC, HGCAPITAL TRUST PLC, NORTHERN 3 VCT PLC. View and export all the competitor list of HERITAGE WEALTH SOLUTIONS LTD by upgrading your account here.


NORTHERN VENTURE TRUST PLC


Revenue
-966,000.0
Age
31 years
Employees
1-10
Industry
View Finance & Insurance
Website
View https://www.nvm.co.uk/i**********************

LMS CAPITAL PLC


Revenue
-3,941,000.0
Age
20 years
Employees
7
Industry
View Property Development
Website
View https://www.lm*************

THE MERCANTILE INVESTMENT TRUST PLC


Revenue
66,227,000.0
Age
142 years
Employees
39
Industry
View Financial Services
Website
View https://mercan*************

HGCAPITAL TRUST PLC


Revenue
109,292,000.0
Age
46 years
Employees
1-10
Industry
View Finance & Insurance
Website
View http://www.hgcap**************

NORTHERN 3 VCT PLC


Revenue
-374,000.0
Age
25 years
Employees
5
Industry
View Finance & Insurance
Website
View https://www.nvm.co.uk/********************

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HERITAGE WEALTH SOLUTIONS LTD news & activities:


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Frequently Asked Questions regarding HERITAGE WEALTH SOLUTIONS LTD


Where is HERITAGE WEALTH SOLUTIONS LTD registered office?

HERITAGE WEALTH SOLUTIONS LTD is located at Empire House Lewisham Road Slaithwaite, United Kingdom.

How can I contact HERITAGE WEALTH SOLUTIONS LTD?

You can call HERITAGE WEALTH SOLUTIONS LTD at the following number +441133******

What is the website of HERITAGE WEALTH SOLUTIONS LTD?

HERITAGE WEALTH SOLUTIONS LTD website is http://www.heritagews.co.uk/

How many people work at HERITAGE WEALTH SOLUTIONS LTD?

According to the latest account statement, there are currently 2 of employees working for HERITAGE WEALTH SOLUTIONS LTD.

What is the Business Credit Score of HERITAGE WEALTH SOLUTIONS LTD and how reliable is the company?

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

Does HERITAGE WEALTH SOLUTIONS LTD pay their invoices on time?

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

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