Heritage Wealth Solutions Ltd

Reference number: 678847

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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 heritagews.co.uk first appeared online, and whether it can receive email
  • What kind of line 01484 810601 is
  • Who else gives the postcode HD7 5AL
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Other names (1)

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

  • Heritage WS Ltd Former name

FCA permissions and consumer protection

  • 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.
  • 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.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • 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 (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Debt-counselling
  • Making arrangements with a view to transactions in investments

Limits on what they may do

  • Firm must abide by the Deedpoll
    The firm is required to abide by the Deed Poll and Declaration in relation to the past business of the firm or by the past business of Heritage Wealth Solutions LLP for which the firm has accepted responsibility as regulated activities and investment business carried on by the firm.

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
09448681
Company status
Active
Company type
Private limited company
Incorporated
19 February 2015 (11 years old)
Registered office
Empire House Lewisham Road, Slaithwaite, Huddersfield, HD7 5AL, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Andrew Robert Dodd Director Feb 1976 19 Feb 2015 2 other companies

Other companies run by its director

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
2
closed down
2

In the full report: all 2 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
  • All 2 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2025Small company accountsNot audited

Net assets

£371k

−55% from £828k

Cash at bank

£455k

−49% from £888k

Employees (average)

0

−100% from 8

Owed within a year

£136k

−35% from £211k

Assets and liabilities

In the full report: all 5 years of accounts

  • Every year from 2021 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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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 09448681. 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 Wealth Solutions’s history from the FCA register and Companies House, newest first.

Key events (8) All events (13)

2024

29 October 2024

  • Claire Elizabeth Stones stopped being a part-owner

Companies House

2016

28 June 2016

  • Changed its registered name from "Heritage WS Ltd"

FCA register

6 April 2016

  • Andrew Robert Dodd became a part-owner (25–50% of shares)
  • Claire Elizabeth Stones became a part-owner (25–50% of shares)

Companies House

2015

1 September 2015

  • Regulated by the FCA from this date
  • FCA imposed a requirement (Firm must abide by the Deedpoll)
  • Became authorised by the FCA

FCA register

19 February 2015

  • Incorporated at Companies House

Companies House

In the full report: all 13 events

  • All 13 events in its history (8 shown here)
  • Every director appointment and resignation: 3
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Firms like Heritage Wealth Solutions

Other firms of the same type (financial adviser), nearest first.

In Huddersfield

Sandringham Financial Partners LimitedHuddersfieldAuthorisedDML Financial AdvisersHuddersfieldAuthorisedLumley Baxter Asset Management LLPHuddersfieldAuthorisedNew Oak Wealth Management LimitedHuddersfieldAuthorisedPhilpott Financial LimitedHuddersfieldAuthorisedPortal Financial Planning LimitedHuddersfieldAuthorised

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 Wealth Solutions

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

  • 2 other companies its directors have run, named
  • 3 background checks on its contact details
  • 5 years of accounts, charted
  • All 13 events in its history

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Frequently asked questions about this firm

Is Heritage Wealth Solutions Ltd FCA authorised?
Yes, Heritage Wealth Solutions Ltd (FRN 678847) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since September 2015 and works as a financial adviser. The FCA has placed a limit on what it may do.
What is Heritage Wealth Solutions’ phone number and website?
The FCA register lists the phone number 01484 810601 and the website heritagews.co.uk for Heritage Wealth Solutions. If you were given different contact details, use these to check with the firm before going any further.
Is Heritage Wealth Solutions a scam or clone?
Heritage Wealth Solutions 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 Wealth Solutions?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Heritage Wealth Solutions to the Financial Ombudsman Service, free of charge.
Who owns Heritage Wealth Solutions?
Companies House lists one person with significant control of Heritage Wealth Solutions: Mr Andrew Robert Dodd (25–50% of shares). Before that, it was controlled by Mrs Claire Elizabeth Stones.
Who runs Heritage Wealth Solutions?
Companies House lists one director of Heritage Wealth Solutions: Andrew Robert Dodd.
How long has Heritage Wealth Solutions been in business?
The company was formed on 19 February 2015, and has held its current FCA authorisation since September 2015.
What do Heritage Wealth Solutions’ latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £371k (−55% from £828k) and cash at bank of £455k (−49% from £888k).
Does Heritage Wealth Solutions use any other names?
It has previously used the name Heritage WS Ltd.

Sources and links

The full report on Heritage Wealth Solutions Ltd

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