HERITAGE INDEPENDENT FINANCIAL CONSULTANCY LTD
ActiveKey figures
Like most small UK companies, HERITAGE INDEPENDENT FINANCIAL CONSULTANCY LTD does not publish a profit and loss account in its latest accounts. The figures below come from the balance sheet.
Ratios
2025/26Sector comparison
SIC 64999Where the company stands among the 29,051 active companies whose first SIC code is 64999 (Financial intermediation not elsewhere classified).
- 3I GROUP PLC£30.9bn
- VR FINANCE COMPANY£7.2bn
- F&C INVESTMENT TRUST PLC£6.2bn
- B.A.T. INTERNATIONAL FINANCE P.L.C.£5.9bn
- BARCLAYS ALDERSGATE INVESTMENTS LIMITED£3.6bn
- BARCLAYS INVESTMENT MANAGEMENT LIMITED£3.3bn
- GLQ HOLDINGS (UK) LTD£2.9bn
- ICG PLC£2.7bn
- ICG GLOBAL INVESTMENT UK LIMITED£2.6bn
- HGCAPITAL TRUST PLC£2.6bn
Positions are approximate. Figures come from each company's latest accounts; money and employee figures are compared only with companies that filed accounts in pounds for a period ending in the last two and a half years and are not dormant, so those groups are smaller than 29,051. The line on each bar marks the median.
Summary: HERITAGE INDEPENDENT FINANCIAL CONSULTANCY LTD
What kind of company is it?
HERITAGE INDEPENDENT FINANCIAL CONSULTANCY LTD is a private limited company registered with Companies House under company number 09191775. It was incorporated on 28 Aug 2014. Its status is active. The registered office is in Taunton (TA2). Its nature of business (SIC 2007) is financial intermediation not elsewhere classified (64999).
How is the company doing financially?
The latest accounts in the database are for 2025/26 (period ending 5 Apr 2026); the company files small company accounts (filleted). Net assets were £174,482, down 77.1% on the previous year. Cash at bank and in hand was £159,562. The company had an average of 2 employees. Figures are available for 3 financial years (2023/24–2025/26).
How does it compare with similar companies?
Compared with 29,051 active companies whose first SIC code is 64999: By net assets it ranks higher than 72% of them (median £26,303). By total assets it ranks higher than 60% of them (median £100,766). By cash it ranks higher than 65% of them (median £55,678). By number of employees it ranks higher than 55% of them (median 1). It is older than 63% of them (median age 8.8 years).
Who runs and controls the company?
The company has 1 current director. One person with significant control is registered.
When are its next filings due?
The next accounts are due by 5 Jan 2028. The next confirmation statement is due by 11 Sep 2027.
Filed accounts2023/24–2025/26
| 2023/24 | 2024/25 | 2025/26 | |
|---|---|---|---|
| Cash at bank and in hand | 631,976 | 738,929 | 159,562 |
| Total assets | 755,263 | 812,025 | 193,941 |
| Total liabilities | — | — | — |
| Net assets / total equity | 633,707 | 762,906 | 174,482 |
| Average number of employees | 1 | 3 | 2 |
A dash (—) means no accounts were filed for that year or the item is not in the accounts; 0 is a zero stated in the accounts. Small companies usually file only a balance sheet, so the profit and loss account is often missing.
History
10 events- Mr Jonathan Mark Hutchins registered as a person with significant control
- August Group Limited ceased to be a person with significant control
- Financial year 2025/26 endedAccounts: net assets £174.5k, 2 employees
- Financial year 2024/25 endedAccounts: net assets £762.9k, 3 employees
- August Group Limited registered as a person with significant control
- Mr Jonathan Hutchins ceased to be a person with significant control
- Financial year 2023/24 endedAccounts: net assets £633.7k, 1 employee
- Mr Jonathan Hutchins registered as a person with significant control
Earlier events (2)
- Jonathan Mark HUTCHINS appointedDirector
- Company incorporatedPrivate limited company
Dates as recorded at Companies House: incorporation, name changes, officer appointments and resignations, current and former persons with significant control, and the end of each financial year with figures in the database.