# HERITAGE WEALTH SOLUTIONS LTD (09448681)

> 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).

- Status: Active
- Incorporated: 2015-02-19
- Registered office: Huddersfield, HD7 5AL
- SIC 64999: Financial intermediation not elsewhere classified
- Next accounts due: 2026-12-31
- Confirmation statement due: 2027-03-05
- Accounts type: TOTAL EXEMPTION FULL

By net assets it sits in the top quarter of 530 comparable companies in Leeds (median £6,387, upper quartile £82k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2025-03-31 | £371k | £455k | £45k | — | — | — | 0 |
| 2024-03-31 | £828k | £888k | £141k | — | — | — | 8 |

size band micro.

## Filing and accounts signals (facts, not a rating)

- Net assets above zero: Net 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 more: Cash £454,947
- Incorporated five or more years ago: Incorporated 19 February 2015

How each signal is derived: https://firmoscan.com/methodology

## Persons with significant 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, since 2016-04-06

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Source: Companies House register snapshot 2026-08-31, Open Government Licence v3.0. Information may have changed since that date and is not advice or a credit reference; check the official record before relying on it. Official record: https://find-and-update.company-information.service.gov.uk/company/09448681
HTML: https://firmoscan.com/company/09448681-heritage-wealth-solutions-ltd