# Heritage Financial Limited

## Details

- **Company number:** [07103745](https://find-and-update.company-information.service.gov.uk/company/07103745)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 14 Dec 2009
- **Registered office:** THE OLD HOUSE, 24 BARGATES, CHRISTCHURCH, BH23 1QL
- **Nature of business:** [66300](/sic/66300) Fund management activities




## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Keith Alexander Cheshire | significant-influence-or-control | 6 Apr 2016 | 1 Aug 2017 |
| Heritage Financial Group Ltd | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent | 9 Oct 2023 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Dec 2025 | £1,569,695 | £804,196 | 0 |
| 31 Dec 2024 | £1,386,057 | £956,569 | 37 |
| 31 Dec 2023 | £1,611,598 | £943,024 | 33 |
| 31 Dec 2022 | £1,576,768 | £1,096,195 | 26 |
| 31 Dec 2021 | £1,415,583 | £1,242,657 | 24 |
| 31 Dec 2020 | £892,252 | £1,013,719 | 22 |
| 31 Dec 2019 | £572,542 | £764,560 | 22 |
| 31 Dec 2018 | £265,741 | £447,329 | - |
| 31 Dec 2017 | £342,657 | £450,068 | - |
| 31 Dec 2016 | - | £388,143 | - |
| 31 Dec 2011 | £34,878 | £103,930 | - |
| 31 Dec 2010 | £58,780 | £32,841 | - |






## Companies at the same address

- [Heritage Financial Group Ltd](/company/14926942) (14926942)