Heritage Wealth Management (Cambridge) Limited

Active13598472 Private limited company
Incorporated
2 September 2021 (5 years)
Industry
Financial management (70221)
Owned by
Samuel James Carter
Accounts type
Micro entity
Region
East of England
Address
16 Pettitts Lane
Cambridge
CB23 8BT

Filing status

Accounts due
30 May 2027
Last accounts
31 August 2025
Conf. stmt due
18 August 2027
Last conf. stmt
4 August 2026

Officers

Not loaded yet. See them on Companies House

Ownership 1 active

People and entities with significant control, from the Companies House PSC register

Samuel James Carter
Individual · Notified 2 September 2021
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
British
Born August 1993 (33)

Holdings 2

Companies where Heritage Wealth Management (Cambridge) Limited is registered as a person with significant control

Owns 25–50% of shares
Active
Owns 25–50% of shares
Active

Financials

Balance sheet as at 31 August 2025 · micro entity accounts

Net Assets
(£986)

Trend

Net Assets
(£1k) (£500) £0 2024 2025 (£986) (£986)
Balance sheet detail
2025202420232022
Current Assets£0
Cash£51£51
Creditors (< 1 year)£866£866£871£871
Net Current Assets(£866)(£866)(£820)(£820)
Net Assets(£986)(£986)
Shareholder Funds(£986)(£986)(£820)(£820)

Filings

Recent filings only. See the full history on Companies House

DateDescriptionMade Up ToPagesPDF
4 August 2026Confirmation statement with no updates4 August 2026
10 May 2026Micro company accounts31 August 2025
8 October 2025Confirmation statement with no updates1 September 2025
26 May 2025Micro company accounts31 August 2024
1 October 2024Registered office address changed
Show all recent filings

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