# Heron Wealth Management Limited

## Details

- **Company number:** [05360438](https://find-and-update.company-information.service.gov.uk/company/05360438)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 10 Feb 2005
- **Registered office:** ALEXANDRA GATE, FFORDD PENGAM, CARDIFF, CF24 2SA
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified



## Officers

| Name | Role | Appointed | Resigned |
|---|---|---|---|
| BURFITT, Kenneth John | director | 5 Apr 2019 |  |



## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Ian George Price | ownership-of-shares-75-to-100-percent | 11 Feb 2017 | 5 Apr 2019 |
| Mr Keith Arthur Wrightson | ownership-of-shares-25-to-50-percent | 5 Sep 2019 | 6 Dec 2020 |
| Mr Kenneth John Burfitt | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent, right-to-appoint-and-remove-directors | 5 Apr 2019 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 30 Nov 2025 | £29,879 | £26,398 | 0 |
| 30 Nov 2024 | £29,669 | £25,865 | 4 |
| 30 Nov 2023 | £29,566 | £27,228 | 4 |
| 30 Nov 2022 | £32,392 | £30,808 | 4 |
| 30 Nov 2021 | £25,758 | £27,593 | 2 |
| 30 Nov 2020 | £24,603 | £28,884 | 2 |
| 31 Jul 2019 | £26,420 | £45,454 | - |
| 31 Jul 2018 | £13,400 | £33,389 | - |
| 31 Jul 2017 | £17,174 | £36,289 | - |
| 31 Jul 2016 | £7,570 | £24,432 | - |
| 31 Jul 2015 | £20,461 | £42,289 | - |
| 31 Jul 2014 | £25,608 | £48,770 | - |
| 31 Jul 2013 | £22,185 | £44,702 | - |
| 31 Jul 2012 | £12,053 | £34,536 | - |
| 31 Jul 2011 | £29,687 | £52,879 | - |
| 31 Jul 2010 | £18,674 | £45,262 | - |






## Companies at the same address

- [Compare Private Care Limited](/company/09322578) (09322578)