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Activities of financial services holding companies · Christchurch, Dorset,
Heritage Financial Group
Heritage Financial Group Ltd
Private limited company registered in Christchurch, classed under “Activities of financial services holding companies”.
Headline figures
FY to Dec 2025 · Company only
Turnover
For subscribers
Profit after tax
—
Not filed: small-company exemption
Net assets
For subscribers
Cash
For subscribers
Employees
For subscribers
Retained reserves
For subscribers
What the numbers say
2 findings from the figures, in plain English
Written by rules from the figures on this page. Not a forecast or a credit opinion.
History
| £ | 2023 | 2024 | 2025 |
|---|---|---|---|
| Profit after tax | — | ||
| Turnover | |||
| Net assets | |||
| Cash | |||
| Employees | |||
| Retained reserves |
Every figure for all 3 years
“—” means we did not find the figure in a source; it is never filled with an estimate.
Balance sheet and ratios
From the filed balance sheets · £
| Balance sheet | 2023 | 2024 | 2025 |
|---|---|---|---|
| Creditors due within a year | |||
| Net current assets | |||
| Ratios | |||
| Cash ratioCash for every £1 owed within a year | |||
2 balance-sheet lines and 1 ratios, every year
A ratio appears only for years where every line it needs was filed. Lines are as tagged in the accounts; nothing is added up or estimated.
Questions people ask
›What does Heritage Financial Group do?
Private limited company registered in Christchurch, classed under “Activities of financial services holding companies”.
›How much turnover does Heritage Financial Group make?
Answered in the full report
›Is Heritage Financial Group profitable?
Heritage Financial Group's profit isn't public: small companies may file without a profit and loss account.
›How many people work at Heritage Financial Group?
Answered in the full report
›Where is Heritage Financial Group based?
Its registered office is The Old House, 24 Bargates, Christchurch, Dorset,, BH23 1QL, in Christchurch, Dorset,.
›When was Heritage Financial Group founded?
Heritage Financial Group Ltd was incorporated on 9 June 2023.
›Is Heritage Financial Group still trading?
The register lists Heritage Financial Group Ltd as active.