Heritage Management Limited

Reference number: 314915

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When heritage-management.co.uk first appeared online, and whether it can receive email
  • What kind of line 01737 850260 is
  • Who else gives the postcode KT20 6EJ
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • Heritage Trading name

FCA permissions and consumer protection

  • Hold or safeguard your money · Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (6 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Arranging (bringing about) deals in investments
  • Assisting in the administration and performance of a contract of insurance
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
05170020
Company status
Active
Company type
Private limited company
Incorporated
5 July 2004 (22 years old)
Registered office
Vantage Point, 23 Mark Road, Hemel Hempstead, Hertfordshire, HP2 7DN, England
Nature of business
  • Residents property management (SIC 98000)

Directors and company secretaries

Name Role Born Appointed Other companies
Neil Gavin Foster Director Oct 1969 29 Oct 2021 257 other companies
Jonathan Paul Smith Director Jun 1967 29 Oct 2021 300 other companies
Neil Gavin Foster Secretary Not published 29 Oct 2021 –

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
416
closed down
1
are FCA-registered
6

In the full report: all 416 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 6 on the FCA register
  • The 141 companies these 2 directors run together
  • All 5 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 September 2021Micro-entity accountsNot audited

Net assets

£220k

No earlier figure to compare

Employees (average)

7

−13% from 8

Owed within a year

£92.5k

−23% from £120k

Assets and liabilities

About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 05170020. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Heritage Management’s history from the FCA register and Companies House, newest first.

Key events (8) All events (21)

2021

29 October 2021

  • Board replaced: its only director left and 2 new directors took over
  • Philip John Cobb gave up control
  • Trinity Property Group Limited took control (75–100% of shares)

Companies House

2016

5 July 2016

  • Philip John Cobb took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2005

14 January 2005

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2004

5 July 2004

  • Incorporated at Companies House

Companies House

In the full report: all 21 events

  • All 21 events in its history (8 shown here)
  • Every director appointment and resignation: 10
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Firms connected to Heritage Management

Other FCA-listed firms that share a director, phone number or address with Heritage Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
6
share a director
6

In the full report: all 6 connected firms, named

  • How each is linked: shared directors (6)
  • Who links each one: the named directors, with dates
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Firms like Heritage Management

Other firms of the same type (insurance broker), nearest first.

In Tadworth

Corporate Asset Risk Management LtdTadworthAuthorisedSuper CoverTadworthAuthorisedCedars Health LtdTadworthAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Heritage Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 416 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 21 events in its history
  • 6 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Heritage Management Limited FCA authorised?
Yes, Heritage Management Limited (FRN 314915) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2005 and works as an insurance broker. The FCA has placed no limits on its permissions.
What is Heritage Management’s phone number and website?
The FCA register lists the phone number 01737 850260 and the website heritage-management.co.uk for Heritage Management. If you were given different contact details, use these to check with the firm before going any further.
Is Heritage Management a scam or clone?
Heritage Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Heritage Management?
It is permitted to hold and control client money, which it must keep separate from its own. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Heritage Management to the Financial Ombudsman Service, free of charge.
Who owns Heritage Management?
Heritage Management is owned by Trinity Property Group Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 29 October 2021. Before that, it was controlled by Mr Philip John Cobb.
Who runs Heritage Management?
Companies House lists 2 directors of Heritage Management: Neil Gavin Foster and Jonathan Paul Smith.
How long has Heritage Management been in business?
The company was formed on 5 July 2004, and has held its current FCA authorisation since January 2005.
What do Heritage Management’s latest accounts show?
Its latest accounts, to 30 September 2021, show net assets of £220k (no earlier figure to compare).
Does Heritage Management use any other names?
It trades as Heritage.

Sources and links

The full report on Heritage Management Limited

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