Filing status
- Accounts due
- 31 August 2027
- Last accounts
- 30 November 2025
- Conf. stmt due
- 7 September 2027
- Last conf. stmt
- 24 August 2026
Heron Wealth Management Limited
- Incorporated
- 10 February 2005 (21 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Kenneth John Burfitt
- Owned by
- Kenneth John Burfitt
- Accounts type
- Total exemption full
- Region
- Wales
- Address
- Alexandra GateFfordd PengamCardiffCF24 2SA
Officers 1 active
Officer details are public data from the Companies House register.
Burfitt, Kenneth John
Director · Appointed 5 April 2019
British
Born March 1966 (60)
Officer history (6 former)
17 September 2023
Resigned Burfitt, Janet Ruth as Director
8 December 2020
Appointed Burfitt, Janet Ruth as Director
6 December 2020
6 September 2019
Resigned Price, Ian George as Director
5 September 2019
Resigned Price, Julia Mary as Secretary
5 April 2019
5 April 2019
Appointed Burfitt, Kenneth John as Director
10 February 2005
10 February 2005
10 February 2005
Appointed Price, Julia Mary as Secretary
10 February 2005
10 February 2005
Appointed Price, Ian George as Director
10 February 2005
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Kenneth John Burfitt
Individual · Notified 5 April 2019
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
British
Born March 1966 (60)
Former controllers (2)
6 December 2020
5 April 2019
Ceased Ian George Price — Owns 75–100% of shares
Financials
Balance sheet as at 30 November 2025 · total exemption full accounts
- Net Assets
- £29,879
- Cash
- £26,398
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £1,740 | £1,245 | £1,251 | |||
| Current Assets | £29,792 | £33,842 | £30,427 | £31,557 | ||
| Debtors | £4,539 | £4,674 | £2,564 | £3,034 | £2,834 | £2,673 |
| Cash | £26,398 | £25,865 | £27,228 | £30,808 | £27,593 | £28,884 |
| Creditors (< 1 year) | £2,467 | £1,878 | £1,477 | £2,533 | £5,734 | £7,511 |
| Net Current Assets | £28,315 | £31,309 | £24,693 | £24,046 | ||
| Net Assets | £29,879 | £29,669 | £29,566 | £32,392 | £25,758 | £24,603 |
| Shareholder Funds | £29,879 | £29,669 | £29,566 | £32,392 | £25,758 | £24,603 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 24 August 2026 | Confirmation statement with no updates | 24 August 2026 | ||
| 12 March 2026 | Total exemption full accounts | 30 November 2025 | ||
| 20 September 2025 | Confirmation statement with no updates | 17 September 2025 | ||
| 17 January 2025 | Total exemption full accounts | 30 November 2024 | ||
| 20 September 2024 | Confirmation statement with no updates | 17 September 2024 |
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