# Heritage Wealth Solutions Ltd

## Details

- **Company number:** [09448681](https://find-and-update.company-information.service.gov.uk/company/09448681)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 19 Feb 2015
- **Registered office:** EMPIRE HOUSE LEWISHAM ROAD, SLAITHWAITE, HUDDERSFIELD, HD7 5AL
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified


## Previous names

- Heritage Ws Ltd (until 2 Apr 2016)



## Officers

| Name | Role | Appointed | Resigned |
|---|---|---|---|
| DODD, Andrew Robert | director | 19 Feb 2015 |  |



## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mrs Claire Elizabeth Stones | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent, right-to-appoint-and-remove-directors-as-firm, significant-influence-or-control-as-firm | 6 Apr 2016 | 29 Oct 2024 |
| Mr Andrew Robert Dodd | ownership-of-shares-25-to-50-percent, ownership-of-shares-25-to-50-percent-as-firm, voting-rights-25-to-50-percent, right-to-appoint-and-remove-directors-as-firm, significant-influence-or-control-as-trust | 6 Apr 2016 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Mar 2025 | £371,150 | £454,947 | 8 |
| 31 Mar 2024 | £827,585 | £888,204 | 8 |
| 31 Mar 2023 | £489,199 | £489,534 | 7 |
| 31 Mar 2022 | £363,177 | £398,255 | 7 |
| 31 Mar 2021 | - | £758,448 | 7 |






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