Ltd Facts The UK company register, as filed

Register entry · No. 05360438

HERON WEALTH MANAGEMENT LIMITED

Active Private Limited Company Incorporated 10 Feb 2005

Checks

No warning signs 10 clear · 4 can't tell yet

What was checked
  • Can't tell
    Insolvency

    The filing history can't be read just now.

    Filing history
  • Can't tell
    Strike-off notices

    The filing history can't be read just now.

    Filing history (The Gazette notices) · What this means
  • Can't tell
    Year-end changes

    The filing history can't be read just now.

    Filing history (form AA01)
  • Can't tell
    Office moves

    The filing history can't be read just now.

    Filing history (form AD01)
  • Clear
    Company status

    Active.

    Companies House register
  • Clear
    Accounts on time

    Next due 31 Aug 2027.

    Companies House register
  • Clear
    Confirmation statement on time

    Next due 7 Sep 2027.

    Companies House register
  • Clear
    Disqualified directors

    None of the 1 current officer checked is disqualified.

    Companies House disqualified directors register · See it
  • Clear
    Directors

    1 current director.

    Officers on the register · See it
  • Clear
    Owners

    1 owner on file.

    People with significant control · See it
  • Clear
    Last filed accounts

    Net assets £29,879.

    Accounts to 30 Nov 2025 · See it
  • Clear
    Charges

    None registered.

    Companies House register
  • Clear
    Trading history

    Incorporated 10 Feb 2005 (21 years ago).

    Companies House register
  • Clear
    Name changes

    Never renamed.

    Names over time

From the public register, filing history, officers, owners and filed accounts, as of 4 Nov 2026. Not a credit score or advice: open the filings before relying on them. JSON

  1. Registered office

    ALEXANDRA GATE, FFORDD PENGAM, CARDIFF, WALES, CF24 2SA

    As filed with Companies House.

  2. Nature of business

    • 64999 Financial intermediation not elsewhere classified

  3. Accounts

    Next due
    31 Aug 2027
    Last made up to
    30 Nov 2025
    Type
    TOTAL EXEMPTION FULL

  4. Confirmation statement

    Next due
    7 Sep 2027
    Last made up to
    24 Aug 2026

  5. Charges

    Outstanding
    0
    All time
    0

  6. Names

    1. HERON WEALTH MANAGEMENT LIMITED current

Figures

Year endTurnoverProfitCashNet assetsStaff
30 Nov 2025 not published not published £26,398 £29,879 3
30 Nov 2024 not published not published £25,865 £29,669 4
30 Nov 2023 not published not published £27,228 £29,566 4
30 Nov 2022 not published not published £30,808 £32,392 4
30 Nov 2021 not published not published £27,593 £25,758 4
30 Nov 2020 (16 months) not published not published £28,884 £24,603 2

* From the following year's accounts (prior-year figures).

People

Officers All 7, with past →

NameRoleAppointedResignedBornNationality · lives in
Kenneth John Burfitt Ifa Director 5 Apr 2019 — March 1966 British · Wales

Owners and controllers All 4, with past →

NameControlNotifiedCeasedBornNationality · lives in
Mr Kenneth John Burfitt Ownership of shares 75 to 100 percent; Voting rights 75 to 100 percent; Right to appoint and remove directors 5 Apr 2019 — March 1966 British · Wales

From the public register. We show month and year of birth only, and no addresses. Privacy and your data

Ask about this company

Answers cite the filings they come from. Free: 3 questions a day.

Try:

Questions

Is HERON WEALTH MANAGEMENT LIMITED still trading?

The register shows HERON WEALTH MANAGEMENT LIMITED as active.

What does HERON WEALTH MANAGEMENT LIMITED do?

It files the industry code 64999 (Financial intermediation not elsewhere classified).

When was HERON WEALTH MANAGEMENT LIMITED set up?

It was incorporated on 10 February 2005.

When are HERON WEALTH MANAGEMENT LIMITED's accounts due?

Next accounts are due by 31 August 2027. The last accounts were made up to 30 November 2025.

When is HERON WEALTH MANAGEMENT LIMITED's next confirmation statement due?

By 7 September 2027.

Who runs HERON WEALTH MANAGEMENT LIMITED?

HERON WEALTH MANAGEMENT LIMITED has 1 current director. They're listed under People on this page.

Similar companies

Same industry code (64999), active, set up around the same time. More in this industry →

  1. 05663652 LONGSTONE FINANCE PLC Active Public Limited Company Inc. 29 Dec 2005 64999 · Financial intermediation not elsewhere classified
  2. 05662391 THE EXETER PRACTICE LIMITED Active Private Limited Company Inc. 23 Dec 2005 64999 · Financial Intermediation Not Elsewhere Classified
  3. 05661606 ESTATE CAPITAL INVESTMENT MANAGEMENT LIMITED Active Private Limited Company Inc. 22 Dec 2005 64999 · Financial intermediation not elsewhere classified
  4. 05661597 MORTGAGE ASSURED LTD Active Private Limited Company Inc. 22 Dec 2005 64999 · Financial intermediation not elsewhere classified
  5. 05661605 PCF FINANCIAL SERVICES LIMITED Active Private Limited Company Inc. 22 Dec 2005 64999 · Financial intermediation not elsewhere classified

The file

3 of 3 free downloads left today · Last 5 years' accounts as one zip (1 credit a PDF)

Filing history is loading from Companies House. Refresh in a moment.

Source: Companies House, data file of 2026-11-01 and its live updates. View on Companies House