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REGISTERED NUMBER: 09140950 (England and Wales)















UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

FOR

HERITAGE FINANCIAL SERVICES (IW) LIMITED

HERITAGE FINANCIAL SERVICES (IW) LIMITED (REGISTERED NUMBER: 09140950)

CONTENTS OF THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025










Page

Balance Sheet 1 to 2


HERITAGE FINANCIAL SERVICES (IW) LIMITED (REGISTERED NUMBER: 09140950)

BALANCE SHEET
31 MARCH 2025

2025 2024
£    £    £    £   
FIXED ASSETS 1,056 1,259

CURRENT ASSETS 151,196 158,102

CREDITORS
Amounts falling due within one year (8,666 ) (10,620 )
NET CURRENT ASSETS 142,530 147,482
TOTAL ASSETS LESS CURRENT LIABILITIES 143,586 148,741

CAPITAL AND RESERVES 143,586 148,741

NOTES TO THE FINANCIAL STATEMENTS

1. STATUTORY INFORMATION

Heritage Financial Services (IW) Limited is a private company, limited by shares , registered in England and Wales. The company's registered number and registered office address are as below:

Registered number: 09140950

Registered office: Heritage Financial Services (IW) Limited
Newnham House
90a Pyle Street
Newport
Isle of Wight
PO30 1UJ

2. AVERAGE NUMBER OF EMPLOYEES

The average number of employees during the year was 2 (2024 - 2 ) .

HERITAGE FINANCIAL SERVICES (IW) LIMITED (REGISTERED NUMBER: 09140950)

BALANCE SHEET - continued
31 MARCH 2025

NOTES TO THE FINANCIAL STATEMENTS

3. DIRECTOR'S ADVANCES, CREDITS AND GUARANTEES

The following advances and credits to a director subsisted during the years ended 31 March 2025 and 31 March 2024:

2025 2024
£    £   
G Legg
Balance outstanding at start of year 82,743 84,543
Amounts advanced 591 -
Amounts repaid (1,800 ) (1,800 )
Amounts written off - -
Amounts waived - -
Balance outstanding at end of year 81,534 82,743



The company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 March 2025.

The members have not required the company to obtain an audit of its financial statements for the year ended 31 March 2025 in accordance with Section 476 of the Companies Act 2006.

The director acknowledges his responsibilities for:
(a)ensuring that the company keeps accounting records which comply with Sections 386 and 387 of the Companies Act 2006 and
(b)preparing financial statements which give a true and fair view of the state of affairs of the company as at the end of each financial year and of its profit or loss for each financial year in accordance with the requirements of Sections 394 and 395 and which otherwise comply with the requirements of the Companies Act 2006 relating to financial statements, so far as applicable to the company.

The financial statements have been prepared in accordance with the micro-entity provisions and delivered in accordance with the provisions applicable to companies subject to the small companies regime.

The financial statements were approved by the director and authorised for issue on 14 July 2025 and were signed by:





G Legg - Director