£371k
−55%vs Mar 2024Active09448681Private limited companyHuddersfield
HERITAGE WEALTH SOLUTIONS LTD
Significant control: Andrew Robert Dodd (25–50%)
From public filings as at 31 Aug 2026; may contain errors or be out of date. Verify at Companies House · Terms
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Registered activity: Financial intermediation not elsewhere classified (SIC 64999). We’re building product and service lists for UK companies. Get this one when it’s ready.
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01
Summary
HERITAGE WEALTH SOLUTIONS LTD is an active private limited company (company number 09448681) incorporated on 19 February 2015, registered in Huddersfield. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest small accounts cover the period ending 31 March 2025, showing net assets of £371k and cash of £455k, with 0 employees on average. Net assets fell 55% on the prior period (£828k).
Peer position · net assets
By net assets it sits in the top quarter of 530 comparable companies in Leeds (median £6,387, upper quartile £82k).
02
Ownership and control
- Mr Andrew Robert Dodd
- owns 25–50% of shares
- owns 25–50% of shares
- holds 25–50% of voting rights
- can appoint or remove directors
- has significant influence or control
- Mrs Claire Elizabeth Stones
- owns 25–50% of shares
- holds 25–50% of voting rights
- can appoint or remove directors
- has significant influence or control
Persons with significant control hold 25% or more of shares or voting rights. Smaller shareholdings are only listed in confirmation-statement documents. Directors and secretaries: see the officers list at Companies House.
03
Key dates
- Incorporated
- 19 February 201511 yrs ago
- Next accounts due
- 31 December 2026in 68 days
- Confirmation statement due
- 5 March 2027in 132 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 64999
- Financial intermediation not elsewhere classified
- Accounts type
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
05
Financials
£455k
−49%vs Mar 2024Not reported
0
−100%vs Mar 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 March 2025 | £371k | £455k | £45k | — | — | — | 0 |
| 31 March 2024 | £828k | £888k | £141k | — | — | — | 8 |
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing.
06
Filing and accounts signals
- Net assets above zeroNet assets £371,150 at 31 March 2025
- Net assets down 25% or more on the prior period-55.2% vs prior period
- Cash at bank of £50,000 or moreCash £454,947
- Incorporated five or more years agoIncorporated 19 February 2015
Neutral facts read from the register and filed accounts, each with its evidence. They are not a rating, a prediction or advice, and may be incomplete or out of date. How each signal is derived.
07
Timeline
- Confirmation statement duein 132 days
- Next accounts duein 68 days
- Accounts period endNet assets £371k · small accounts
- Accounts period endNet assets £828k · small accounts
- Incorporated
08
Similar companies in Leeds
- XIT FINANCIAL PLANNING LTDSkipton · inc. Feb 2015
- MAXWELL FRANK WEALTH MANAGEMENT LIMITEDCowling · inc. Feb 2015
- WORSLEY WEALTH MANAGEMENT LTDLeeds · inc. Feb 2015
- CARTER GREEN LTDShipley · inc. Feb 2015
- M.V. CONSULTING (BRIGHOUSE) LIMITEDHalifax · inc. Mar 2015
- AGE LIFETIME LIMITEDLeeds · inc. Mar 2015
All companies incorporated on 19 February 2015 · in Feb 2015.
09
Reminders for HERITAGE WEALTH SOLUTIONS LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.