HERITAGE WEALTH PLANNING LTD
Significant control: Waseem Sheraz Parvez (50–75%), Samman Parvez (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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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What does Heritage Wealth Planning Ltd sell?
Registered activity: Other business support service activities n.e.c. (SIC 82990). We’re building product and service lists for UK companies. Get this one when it’s ready.
Summary
HERITAGE WEALTH PLANNING LTD is an active private limited company (company number 10472500) incorporated on 10 November 2016, registered in Dartford. Its registered activity is other business support service activities n.e.c. (SIC 82990). Latest micro accounts cover the period ending 30 September 2025, showing net assets of £106k, with 2 employees on average. As micro-entity accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets rose 54% on the prior period (£69k). Across the last 3 periods on record the net-asset trend is rising.
By net assets it sits in the top quarter of 13,419 comparable companies in Greater London (median £2,057, upper quartile £38k).
Ownership and control
- Mr Waseem Sheraz Parvez
- owns 50–75% of shares
- Mrs Samman Parvez
- owns 25–50% of shares
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.
Key dates
- Incorporated
- 10 November 20169 yrs ago
- Next accounts due
- 30 June 2027in 247 days
- Confirmation statement due
- 24 November 2026in 29 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
Activity
- SIC 82990
- Other business support service activities n.e.c.
- Accounts type
- Micro Entity
- Size band
- MicroCompanies Act thresholds
Financials
| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 30 September 2025 | £106k | — | — | £82k | — | — | 2 |
| 30 September 2024 | £69k | — | — | £96k | — | — | 2 |
| 30 September 2023 | £45k | — | — | £151k | — | — | 2 |
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing; micro-entity accounts contain no profit and loss account.
Filing and accounts signals
- Net assets above zeroNet assets £106,376 at 30 September 2025
- Net assets up 10% or more on the prior period+53.9% vs prior period
- Current assets at least 1.5× creditors within one yearCurrent ratio 1.5
- Three or more accounting periods on record3 periods on record
- Incorporated five or more years agoIncorporated 10 November 2016
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.
Timeline
- Next accounts duein 247 days
- Confirmation statement duein 29 days
- Accounts period endNet assets £106k · micro accounts
- Accounts period endNet assets £69k · micro accounts
- Accounts period endNet assets £45k · micro accounts
- Incorporated
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All companies incorporated on 10 November 2016 · in Nov 2016.
Reminders for HERITAGE WEALTH PLANNING LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.