# Heritage Independent Financial Advisers Limited

## Details

- **Company number:** [05012244](https://find-and-update.company-information.service.gov.uk/company/05012244)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 12 Jan 2004
- **Registered office:** CANNON PLACE, 78 CANNON STREET, LONDON, EC4N 6HL
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified




## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| John Michael Shackleton | significant-influence-or-control | 6 Apr 2016 | 6 Apr 2016 |
| Mrs Anne Elizabeth Windle | significant-influence-or-control | 6 Apr 2016 | 6 Apr 2016 |
| Cairngorm Capital Partners Llp | significant-influence-or-control | 9 Dec 2022 | 9 Dec 2022 |
| Mrs Elaine Patricia Chaplain | ownership-of-shares-25-to-50-percent | 6 Apr 2016 | 9 Dec 2022 |
| Verso Wealth Management Limited | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent, right-to-appoint-and-remove-directors | 9 Dec 2022 | 30 Jan 2026 |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Mar 2022 | £175,376 | £240,462 | 17 |
| 31 Mar 2021 | £125,467 | £221,862 | 17 |
| 31 Mar 2020 | £120,890 | £183,026 | - |
| 31 Mar 2019 | £121,910 | £165,863 | - |
| 31 Mar 2018 | £91,706 | £121,648 | - |
| 31 Mar 2017 | - | £134,267 | - |
| 31 Mar 2016 | - | £90,394 | - |






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