# Heritage Financial Group (Heritage Financial Group Ltd)

Private limited company registered in Christchurch, classed under “Activities of financial services holding companies”.

- Company number: 14926942
- Status: Active
- Type: Private limited company
- Incorporated: 9 June 2023
- Registered office: The Old House, 24 Bargates, Christchurch, Dorset,, BH23 1QL
- Location: Christchurch, Dorset,
- Activity: Activities of financial services holding companies

## Latest filed profit

No profit figure in its latest filed accounts.

Turnover, net assets, cash, staff, earlier years, ratios and owners are on the page for subscribers.

## 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 on the page for FirmFacts Pro subscribers: https://firmfacts.co/company/heritage-financial-group-14926942

### 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 on the page for FirmFacts Pro subscribers: https://firmfacts.co/company/heritage-financial-group-14926942

### Who runs and owns Heritage Financial Group?

Its directors are John Robert Cooper, Andrew Michael Cook, John Robert Cooper. Its owners are shown to subscribers.

### 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.

## Timeline

Recent filings and changes at Companies House.

- 2026-05-13: Total exemption full accounts made up to 31 December 2025
- 2026-04-16: Registration of charge 149269420001, created on 14 April 2026
- 2025-11-10: Resolutions (and 2 more like it since 6 October 2024)
- 2025-05-30: Director's details changed for Mr John Robert Cooper on 29 May 2025
- 2025-05-29: Change of details for Mr John Robert Cooper as a person with significant control on 29 May 2025
- 2025-05-19: Total exemption full accounts made up to 31 December 2024
- 2024-10-12: Memorandum and Articles of Association (and 1 more like it since 6 October 2024)
- 2024-10-06: Change of share class name or designation
- 2024-10-05: Particulars of variation of rights attached to shares
- 2024-09-18: Total exemption full accounts made up to 31 December 2023
- 2024-09-16: Previous accounting period shortened from 30 June 2024 to 31 December 2023
- 2023-10-09: Change of details for Mr John Robert Cooper as a person with significant control on 9 October 2023
- 2023-10-09: Notification of Andrew Michael Cook as a person with significant control on 9 October 2023
- 2023-10-09: Statement of capital following an allotment of shares on 9 October 2023 · GBP 21,389.81
- 2023-06-09: Incorporation

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Source: Companies House filings (Open Government Licence v3.0). Figures are as filed; nothing is estimated. Page: https://firmfacts.co/company/heritage-financial-group-14926942