Heritage Wealth Management Limited

General information

Name:

Heritage Wealth Management Ltd

Office Address:

1 Heritage Square Treuddyn CH7 4PD Mold

Number: 07337144

Incorporation date: 2010-08-05

End of financial year: 31 March

Category: Private Limited Company

Status: Active

Description

Data updated on:

Heritage Wealth Management came into being in 2010 as a company enlisted under no 07337144, located at CH7 4PD Mold at 1 Heritage Square. It has been in business for fourteen years and its status at the time is active. This enterprise's Standard Industrial Classification Code is 64999 meaning Financial intermediation not elsewhere classified. Heritage Wealth Management Ltd filed its account information for the period that ended on 2022-03-31. The business most recent confirmation statement was filed on 2023-07-10.

Presently, this firm is directed by 1 director: Nicholas M., who was designated to this position in August 2010. Furthermore, the managing director's assignments are constantly assisted with by a secretary - Helen M., who was chosen by the following firm in 2010.

Nicholas M. is the individual with significant control over this firm, owns over 3/4 of company shares.

Financial data based on annual reports

Company staff

Helen M.

Role: Secretary

Appointed: 05 August 2010

Latest update: 1 February 2024

Nicholas M.

Role: Director

Appointed: 05 August 2010

Latest update: 1 February 2024

People with significant control

Nicholas M.
Notified on 6 April 2016
Nature of control:
over 3/4 of shares

Accounts Documents

Account next due date 31 December 2023
Account last made up date 31 March 2022
Confirmation statement next due date 24 July 2024
Confirmation statement last made up date 10 July 2023
Annual Accounts 12 October 2016
Start Date For Period Covered By Report 01 April 2015
End Date For Period Covered By Report 31 March 2016
Date Approval Accounts 12 October 2016
Annual Accounts
Start Date For Period Covered By Report 01 April 2016
End Date For Period Covered By Report 31 March 2017
Annual Accounts
Start Date For Period Covered By Report 01 April 2017
End Date For Period Covered By Report 31 March 2018
Annual Accounts
Start Date For Period Covered By Report 01 April 2018
End Date For Period Covered By Report 31 March 2019
Annual Accounts
Start Date For Period Covered By Report 01 April 2019
End Date For Period Covered By Report 31 March 2020
Annual Accounts
Start Date For Period Covered By Report 01 April 2020
End Date For Period Covered By Report 31 March 2021
Annual Accounts
Start Date For Period Covered By Report 01 April 2021
End Date For Period Covered By Report 31 March 2022
Annual Accounts
Start Date For Period Covered By Report 01 April 2022
End Date For Period Covered By Report 31 March 2023

Company filings

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Accounts Annual return Capital Confirmation statement Incorporation Officers Resolution
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Micro company financial statements for the year ending on Fri, 31st Mar 2023 (AA)
filed on: 28th, December 2023
accounts
Free Download Download filing (6 pages)

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Services (by SIC Code)

  • 64999 : Financial intermediation not elsewhere classified
13
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