Filing status
- Accounts due
- 5 January 2028
- Last accounts
- 5 April 2026
- Conf. stmt due
- 11 September 2027
- Last conf. stmt
- 28 August 2026
Heritage Independent Financial Consultancy Ltd
- Incorporated
- 28 August 2014 (12 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Owned by
- Jonathan Mark Hutchins
- Accounts type
- Total exemption full
- Region
- South West
- Address
- 1 Scott HouseCook WayBindon RoadTauntonTA2 6BG
Officers 1 active
Officer details are public data from the Companies House register.
Director · Appointed 28 August 2014
British
Born July 1966 (60)
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Individual · Notified 29 April 2026
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
British
Born July 1966 (60)
Former controllers (2)
29 April 2026
Ceased August Group Limited — Owns 75–100% of shares
4 April 2025
Ceased Jonathan Hutchins — Owns 75–100% of shares
Financials
Balance sheet as at 5 April 2026 · total exemption full accounts
- Net Assets
- £174,482
- Cash
- £159,562
- Employees
- 2
- Debt Ratio
- 10%
Trend
Net Assets
Balance sheet detail
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £34,379 | £36,657 | £86,826 | £538,564 | £547,797 | £389,823 | £505,062 |
| Current Assets | £159,562 | £775,368 | £668,437 | £160,526 | £109,235 | £123,726 | £160,742 |
| Debtors | £0 | £36,439 | £36,461 | ||||
| Cash | £159,562 | £738,929 | £631,976 | ||||
| Creditors (< 1 year) | £47,350 | £4,255 | £24,720 | £45,456 | |||
| Creditors (> 1 year) | £0 | £66,782 | £98,149 | £191,692 | £113,251 | £67,832 | |
| Net Current Assets | £140,103 | £726,249 | £613,663 | £113,176 | £109,980 | £100,006 | £115,286 |
| Net Assets | £174,482 | £762,906 | £633,707 | £550,831 | £463,565 | £373,794 | £550,764 |
| Shareholder Funds | £550,831 | £463,565 | £373,794 | £550,764 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 3 September 2026 | Confirmation statement with no updates | 28 August 2026 | ||
| 6 July 2026 | Total exemption full accounts | 5 April 2026 | ||
| 10 May 2026 | Replacement filing of Confirmation Statement | 28 August 2025 | ||
| 1 May 2026 | Cessation of a person with significant control | |||
| 1 May 2026 | Notification of a person with significant control |
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