Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 25 December 2026
- Last conf. stmt
- 11 December 2025
Heritage Financial Consultancy Limited
- Incorporated
- 15 November 1996 (29 years)
- Industry
- Life insurance (65110)
- Directors
- Tracey Elaine SteeleJohn Pearson Steele
- Owned by
- Accounts type
- Total exemption full
- Region
- South West
- Address
- Heritage HouseBrewery Lane HolcombeRadstockBA3 5EQ
Charges
- Total
- 2
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 2
Officers 3 active
Officer details are public data from the Companies House register.
Steele, Tracey Elaine
Director · Appointed 30 November 2023
British
Born July 1965 (61)
Steele, Tracey Elaine
Secretary · Appointed 6 April 1998
British
Steele, John Pearson
Director · Appointed 15 November 1996
British
Born May 1963 (63)
Officer history (4 former)
30 November 2023
Appointed Steele, Tracey Elaine as Director
28 February 2005
Resigned Nuttall, John Michael as Director
6 April 1998
Appointed Steele, Tracey Elaine as Secretary
6 April 1998
Resigned Nuttall, Angela Irene as Secretary
15 November 1996
Appointed Steele, John Pearson as Director
15 November 1996
15 November 1996
15 November 1996
15 November 1996
15 November 1996
Appointed Nuttall, Angela Irene as Secretary
15 November 1996
Appointed Nuttall, John Michael as Director
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 1 April 2025
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 15943092
Tracey Elaine Steele
Individual · Notified 6 April 2016
Right to appoint and remove directors
British
Born July 1965 (61)
Former controllers (1)
1 April 2025
Ceased John Pearson Steele — Owns 75–100% of shares
Financials
Balance sheet as at 31 March 2025 · total exemption full accounts
- Net Assets
- £36,161
- Cash
- £24,495
- Employees
- 6
- Debt Ratio
- 82%
- Current Ratio
- 1.1x
Trend
Net Assets
Balance sheet detail
| 2025 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £103,591 | £132,708 | £176,215 | £152,706 | £4,279 | £5,401 |
| Current Assets | £102,323 | £74,069 | £58,630 | £64,343 | £95,199 | |
| Debtors | £77,828 | £74,069 | £58,630 | £50,428 | £42,286 | £30,574 |
| Cash | £24,495 | £0 | £13,915 | £52,913 | ||
| Creditors (< 1 year) | £96,931 | £84,200 | £83,281 | £73,029 | £20,179 | £28,632 |
| Creditors (> 1 year) | £72,822 | £116,410 | £146,181 | £131,679 | £76,500 | |
| Net Current Assets | £5,392 | (£10,131) | (£24,651) | (£8,686) | £75,020 | £1,942 |
| Net Assets | £36,161 | £6,167 | £5,383 | £12,341 | £2,799 | £7,343 |
| Shareholder Funds | £36,161 | £6,167 | £5,383 | £12,341 | £2,799 | £7,343 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 6 January 2026 | Confirmation statement with updates | 11 December 2025 | ||
| 23 October 2025 | Total exemption full accounts | 31 March 2025 | ||
| 25 July 2025 | Previous accounting period extended | |||
| 16 April 2025 | Change of share class name or designation | |||
| 14 April 2025 | Cancellation of shares |
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