# Heritage Financial Consultancy Limited

## Details

- **Company number:** [03279341](https://find-and-update.company-information.service.gov.uk/company/03279341)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 15 Nov 1996
- **Registered office:** HERITAGE HOUSE, BREWERY LANE HOLCOMBE, RADSTOCK, BA3 5EQ
- **Nature of business:** [65110](/sic/65110) Life insurance




## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr John Pearson Steele | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent, right-to-appoint-and-remove-directors | 6 Apr 2016 | 1 Apr 2025 |
| Heritage & Co Uk Limited | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent, right-to-appoint-and-remove-directors | 1 Apr 2025 |  |
| Mrs Tracey Elaine Steele | right-to-appoint-and-remove-directors | 6 Apr 2016 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Mar 2025 | £36,161 | £24,495 | 5 |
| 31 Dec 2023 | £6,167 | - | 6 |
| 31 Dec 2022 | £5,383 | - | 6 |
| 31 Dec 2021 | £12,341 | £13,915 | 6 |
| 31 Dec 2020 | £2,799 | £52,913 | 6 |
| 31 Dec 2019 | £7,343 | - | 6 |
| 31 Dec 2018 | £10,835 | £4,507 | 6 |
| 31 Dec 2017 | £7,314 | £70 | 6 |
| 31 Dec 2016 | £10,975 | £1,903 | 6 |
| 31 Dec 2015 | £5,204 | £5,213 | - |
| 31 Dec 2014 | £18,076 | £12,634 | - |
| 31 Dec 2013 | £26,314 | £26,800 | - |
| 31 Dec 2012 | £26,719 | £10,194 | - |
| 31 Dec 2011 | £3,906 | £22,971 | - |
| 31 Dec 2010 | £3,264 | £2,124 | - |
| 31 Dec 2009 | £1,342 | £2,056 | - |



## Owned by

Heritage Financial Consultancy Limited → [Heritage & Co UK Limited](/company/15943092)