Heritage & Wise Limited in Gloucester, GL1 2SG

Description

Data updated on: 01-11-2023

Heritage & Wise started its business in the year 1961 as a Private Limited Company with reg. no. 00684596. This firm has been operating for sixty three years and it's currently active. This firm's headquarters is registered in Gloucester at Westminster House. Anyone can also find the firm using its postal code of GL1 2SG. This company's registered with SIC code 47599, that means Retail of furniture, lighting, and similar (not musical instruments or scores) in specialised store. 2023-03-31 is the last time the company accounts were reported.

The limited company owes its achievements and permanent development to three directors, specifically Joyce H., Michael D. and Dunstan H., who have been managing the company since September 1991. In order to help the directors in their tasks, this particular limited company has been utilizing the skills of Joyce H. as a secretary.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2013-03-31	2014-03-31	2015-03-31	2016-03-31	2017-03-31	2018-03-31	2019-03-31	2020-03-31	2021-03-31	2022-03-31	2023-03-31
Currency
Net Worth	4 812 096	4 882 299	5 008 533	5 207 868

Balance Sheet
Cash Bank In Hand	836 868	674 796	766 533	820 851
Cash Bank On Hand				820 851	775 483	602 758	610 880	525 558	475 853	471 112	401 342
Current Assets	1 054 910	910 094	989 738	1 039 466	1 053 529	836 643	824 673	813 831	649 944	641 313	591 382
Debtors	9 280	31 307	27 142	28 775	73 520	31 903	23 614	121 723	28 483	26 192	33 802
Net Assets Liabilities				5 194 645	5 457 077	5 469 947	5 514 797	5 245 828	5 441 312	5 563 753	5 364 107
Net Assets Liabilities Including Pension Asset Liability	4 812 096	4 882 299	5 008 533	5 207 868
Other Debtors					44 975	2 543	7 506	20 703	332	332	332
Property Plant Equipment				1 282 419	1 268 864	1 248 662	1 227 574	1 210 901	1 195 845	1 181 135
Stocks Inventory	208 762	203 991	196 063	189 840
Tangible Fixed Assets	1 328 671	1 301 680	1 285 633	1 282 419
Total Inventories				189 840	204 526	201 982	190 179	166 550	145 608	144 009	156 238

Capital & Reserves
Called Up Share Capital	2 052	2 052	2 052	2 052
Profit Loss Account Reserve	4 652 022	4 722 225	4 848 459	5 047 794
Shareholder Funds	4 812 096	4 882 299	5 008 533	5 207 868

Other Financial Data
Accrued Liabilities Deferred Income				12 892	11 575	14 420	15 134	10 145	13 419	21 130	9 643
Accumulated Depreciation Impairment Property Plant Equipment				392 541	405 446	426 498	447 586	464 259	479 315	494 025	148 377
Average Number Employees During Period					8	8	8	8	8	8	8
Corporation Tax Payable				53 357	14 496	9 164	8 170	48 105	5 359		777
Creditors				429 768	383 548	380 773	381 315	391 513	339 580	359 177	339 177
Creditors Due Within One Year	411 904	402 439	406 505	429 768
Disposals Decrease In Depreciation Impairment Property Plant Equipment					7 800
Disposals Property Plant Equipment					7 800
Fixed Assets	4 192 519	4 396 888	4 448 263	4 640 990	4 890 363	5 048 714	5 105 107	4 823 510	5 223 203	5 312 321	5 111 902
Increase From Depreciation Charge For Year Property Plant Equipment					20 705	21 052	21 088	16 673	15 056	14 710	14 674
Investment Property				360 000	360 000	360 000	360 000	360 000	360 000	360 000	360 000
Investment Property Fair Value Model				360 000	360 000	360 000	360 000	360 000	360 000	360 000
Investments Fixed Assets	2 503 848	2 735 208	2 802 630	2 981 770	3 261 499	3 440 052	3 517 533	3 252 609	3 667 358	3 771 186	3 585 441
Merchandise				189 840	204 526	201 982	190 179	166 550	145 608	144 009	156 238
Net Current Assets Liabilities	643 006	507 655	583 233	609 698	669 981	455 870	443 358	422 318	310 364	282 136	252 205
Number Shares Allotted		2 052	2 052	2 052
Number Shares Issued Fully Paid					2 052	2 052	2 052	2 052	2 052	2 052	2 052
Other Creditors					2 098	2 264	214	280	336	346	451
Other Investments Other Than Loans				2 989 722	3 252 650	3 431 203	3 508 684	3 243 760	3 658 509	3 762 337	-200 102
Other Taxation Social Security Payable				19 083	912	907	2 814	2 908	63	1 146	-1 685
Par Value Share		1	1	1	1	1	1	1	1	1	1
Prepayments Accrued Income				10 500	10 514	12 105	11 995	6 190
Profit Loss					75 081	12 870	44 850	-268 969	195 484	122 441	-199 646
Property Plant Equipment Gross Cost				1 674 960	1 674 310	1 675 160	1 675 160	1 675 160	1 675 160	1 467 323
Provisions For Liabilities Balance Sheet Subtotal				56 043	103 267	34 637	33 668		92 255	30 704
Provisions For Liabilities Charges	23 429	22 244	22 963	26 019
Recoverable Value-added Tax								33 646	16 515	14 415
Revaluation Reserve	158 022	158 022	158 022	158 022
Share Capital Allotted Called Up Paid	2 052	2 052	2 052	2 052
Tangible Fixed Assets Additions				17 660
Tangible Fixed Assets Cost Or Valuation	1 657 300	1 657 300	1 657 300	1 674 960
Tangible Fixed Assets Depreciation	328 629	355 620	371 667	392 541
Tangible Fixed Assets Depreciation Charged In Period		26 991	16 047	20 874
Total Additions Including From Business Combinations Property Plant Equipment					7 150	850
Total Assets Less Current Liabilities	4 835 525	4 904 543	5 031 496	5 233 887	5 560 344	5 504 584	5 548 465	5 245 828	5 533 567	5 594 457	5 364 107
Trade Creditors Trade Payables				26 528	25 298	24 548	28 379	12 167	2 495	18 547	10 885
Trade Debtors Trade Receivables				18 275	18 031	17 255	4 113	5 233	11 636	11 445	8 858

Company staff

Joyce H.

Role: Secretary

Latest update: 7 April 2024

Joyce H.

Role: Director

Appointed: 12 September 1991

Latest update: 7 April 2024

Michael D.

Role: Director

Appointed: 12 September 1991

Latest update: 7 April 2024

Dunstan H.

Role: Director

Appointed: 12 September 1991

Latest update: 7 April 2024

People with significant control

The companies with significant control over the firm are: Trustees Of Pd Heritage owns 1/2 or less of company shares and has 1/2 or less of voting rights. This company can be reached in Gloucester at St. Oswalds Road, GL1 2SG. Dunstan H. owns 1/2 or less of company shares and has 1/2 or less of voting rights.

Trustees Of Pd Heritage

Address: Westminster House St. Oswalds Road, Gloucester, GL1 2SG, England

Legal authority Common Law

Legal form Trust

Notified on 6 April 2016

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Dunstan H.

Notified on 6 April 2016

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Accounts Documents

Account next due date	31 December 2024
Account last made up date	31 March 2023
Confirmation statement next due date	20 September 2024
Confirmation statement last made up date	06 September 2023

Annual Accounts 8 September 2014
Start Date For Period Covered By Report	01 April 2013
End Date For Period Covered By Report	31 March 2014
Date Approval Accounts	8 September 2014
Annual Accounts 14 August 2015
Start Date For Period Covered By Report	01 April 2014
End Date For Period Covered By Report	31 March 2015
Date Approval Accounts	14 August 2015
Annual Accounts 27 September 2016
Start Date For Period Covered By Report	01 April 2015
End Date For Period Covered By Report	31 March 2016
Date Approval Accounts	27 September 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

Heritage & Wise Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Joyce H.

Joyce H.

Michael D.

Dunstan H.

Peter H.

People with significant control

Trustees Of Pd Heritage

Dunstan H.

Accounts Documents

Company filings

Filing category

Additional Information

Accountant/Auditor,
2014 - 2015

Name:

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

Similar companies nearby

Closest companies

Heritage & Wise Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Joyce H.

Joyce H.

Michael D.

Dunstan H.

Peter H.

People with significant control

Trustees Of Pd Heritage

Dunstan H.

Accounts Documents

Company filings

Filing category

Additional Information

Accountant/Auditor, 2014 - 2015

Name:

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

Similar companies nearby

Closest companies

Accountant/Auditor,
2014 - 2015