Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 6 August 2027
- Last conf. stmt
- 23 July 2026
Heritage Wealth Solutions Ltd
- Incorporated
- 19 February 2015 (11 years)
- Previously known as
- Heritage WS Ltd (until 2 April 2016)This list may be incomplete. See all names on Companies House
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Andrew Robert Dodd
- Owned by
- Andrew Robert Dodd
- Accounts type
- Total exemption full
- Region
- Yorkshire
- Address
- Empire House Lewisham RoadSlaithwaiteHuddersfieldHD7 5AL
Officers 1 active
Officer details are public data from the Companies House register.
Dodd, Andrew Robert
Director · Appointed 19 February 2015
British
Born February 1976 (50)
Officer history (1 former)
29 August 2024
19 February 2015
Appointed Dodd, Andrew Robert as Director
19 February 2015
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Andrew Robert Dodd
Individual · Notified 6 April 2016
Owns 25–50% of shares
Owns 25–50% of shares (as a firm)
Holds 25–50% of voting rights
Right to appoint and remove directors (as a firm)
Has significant influence or control (as a trust)
British
Born February 1976 (50)
Former controllers (1)
29 October 2024
Financials
Balance sheet as at 31 March 2025 · total exemption full accounts
- Net Assets
- £371,150
- Cash
- £454,947
- Debt Ratio
- 27%
- Current Ratio
- 3.7x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Fixed Assets | £8,815 | £9,907 | £17,177 | £22,692 | £23,437 |
| Current Assets | £500,387 | £1,028,829 | £611,501 | £547,887 | £912,360 |
| Debtors | £45,440 | £140,625 | £121,967 | £149,632 | £153,912 |
| Cash | £454,947 | £888,204 | £489,534 | £398,255 | £758,448 |
| Creditors (< 1 year) | £136,455 | £210,503 | £138,538 | £206,351 | £300,114 |
| Net Current Assets | £363,932 | £818,326 | £472,963 | £341,536 | £612,246 |
| Net Assets | £371,150 | £827,585 | £489,199 | £363,177 | |
| Shareholder Funds | £371,150 | £827,585 | £489,199 | £363,177 | £635,683 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 27 July 2026 | Confirmation statement with no updates | 23 July 2026 | ||
| 30 September 2025 | Total exemption full accounts | 31 March 2025 | ||
| 27 August 2025 | Confirmation statement with updates | 23 July 2025 | ||
| 6 January 2025 | Director's details changed | |||
| 24 December 2024 | Registered office address changed |
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