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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 2024-03-31, the company has a Cash of £888,204.00, Working-Capital of £818,326.00 while the EBITDA is £4,793.00. Compared with the previous year, the company reported a Cash increase of 44.88%, which is an equivalent of -398670. At the same time, the Working-Capital went up by 42.2%, or by -345363.


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

    £ 818326

EBITDA

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 8 people. Compared with the previous year, the company has reported a staff increase of 0%, which is an equivalent of 0 employees.
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

8

100%

1y growth

114%

2y growth

Management Level


100

Middle

Employee Job Title Email Phone Country
Andrew Dodd Director
******@heritagews.co.uk
- GB
Claire Stones Director
******@heritagews.co.uk
- GB
Andrew Dodd Chartered Financial Planner
-
- 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 4 people with significant control at HERITAGE WEALTH SOLUTIONS LTD. One of of major shareholders of HERITAGE WEALTH SOLUTIONS LTD is CLAIRE STONES, which owns 950 ORDINARY A shares, with a total value of 0 GBP and ANDREW DODD, which owns 950 ORDINARY B shares, with a total value of 0 GBP and MICHELLE DODD, which owns 50 ORDINARY D shares, with a total value of 0 GBP and JASON STONES, which owns 50 ORDINARY C shares, with a total value of 0 GBP.


Name Quantity Share Type Value
CLAIRE STONES
950 ORDINARY A 0 GBP
ANDREW DODD
950 ORDINARY B 0 GBP
MICHELLE DODD
50 ORDINARY D 0 GBP
JASON STONES
50 ORDINARY C 0 GBP

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HERITAGE WEALTH SOLUTIONS LTD competitors:

Top 5 similar companies of HERITAGE WEALTH SOLUTIONS LTD are MORGAN STANLEY UK GROUP, NORTHLAND CAPITAL PARTNERS LIMITED, PRIDE MOTOR CONTRACTS LIMITED, SMURFIT WESTROCK PACKAGING UK LIMITED, ARROWPOINT ADVISORY SERVICES LIMITED. View and export all the competitor list of HERITAGE WEALTH SOLUTIONS LTD by upgrading your account here.


MORGAN STANLEY UK GROUP


Revenue
-
Age
49 years
Employees
11-50
Industry
View Financial Services
Website
View http://morgan************

NORTHLAND CAPITAL PARTNERS LIMITED


Revenue
1,172,576.0
Age
34 years
Employees
11-50
Industry
View Financial Services
Website
View http://northl************

PRIDE MOTOR CONTRACTS LIMITED


Revenue
-
Age
27 years
Employees
9
Industry
View Finance & Insurance
Website
View http://pridemotor****************

SMURFIT WESTROCK PACKAGING UK LIMITED


Revenue
-
Age
27 years
Employees
3
Industry
View Financial Services
Website
View https://smurfi*************

ARROWPOINT ADVISORY SERVICES LIMITED


Revenue
-
Age
22 years
Employees
5
Industry
View Banks
Website
View http://livingsto***************

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HERITAGE WEALTH SOLUTIONS LTD news & activities:


EBITDA

The HERITAGE WEALTH SOLUTIONS LTD-based company said the adjusted EBITDA is now £4,793.00, compared with the previous year of 4793.

uk.globaldatabase.com

2024-03-31

Employees

HERITAGE WEALTH SOLUTIONS LTD number of employees has decreased by 0% compared with previous year and now represents a total number of 8.

uk.globaldatabase.com

2024-03-31

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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 https://heritagews.co.uk/

How many people work at HERITAGE WEALTH SOLUTIONS LTD?

According to the latest account statement, there are currently 8 of employees working for HERITAGE WEALTH SOLUTIONS LTD.

What is HERITAGE WEALTH SOLUTIONS LTD EBITDA?

For 2024, HERITAGE WEALTH SOLUTIONS LTD has reported an EBITDA of £4,793.00, which went down by 0.0% compared to previous year.

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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