# Heron House Financial Management Limited

## Details

- **Company number:** [03170656](https://find-and-update.company-information.service.gov.uk/company/03170656)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 11 Mar 1996
- **Registered office:** HERON HOUSE 1 BRYNGWYN ROAD, NEWPORT, GWENT, NP20 4JS
- **Nature of business:** [66190](/sic/66190) Activities auxiliary to financial intermediation n.e.c.




## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Christopher Michael Jordan | ownership-of-shares-25-to-50-percent | 6 Apr 2016 | 29 Sep 2020 |
| Ms Saran Maria Allott-Davey | ownership-of-shares-25-to-50-percent | 6 Apr 2016 | 29 Sep 2020 |
| Heron House Employee Ownership Trustee Limited | ownership-of-shares-50-to-75-percent, voting-rights-50-to-75-percent, right-to-appoint-and-remove-directors | 29 Sep 2020 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Mar 2026 | £967,089 | £486,139 | 0 |
| 31 Mar 2025 | £1,026,916 | £1,140,580 | 22 |
| 31 Mar 2024 | £862,849 | £917,754 | 22 |
| 31 Mar 2023 | £863,616 | £908,512 | 22 |
| 31 Mar 2021 | £396,734 | £452,222 | 23 |
| 31 Mar 2020 | £788,990 | £660,875 | 20 |
| 31 Mar 2019 | £574,680 | £655,032 | - |
| 31 Mar 2018 | £436,912 | £494,735 | - |
| 31 Mar 2012 | £102,592 | £121,402 | - |