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The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Parent entities and officers 7
  • 1
    Price, Ian George
    Financial Adviser born in October 1956
    Individual (1 offspring)
    Officer
    2005-02-10 ~ 2019-09-06
    OF - Director → CIF 0
    Mr Ian George Price
    Born in October 1956
    Individual (1 offspring)
    Person with significant control
    2017-02-11 ~ 2019-04-05
    PE - Ownership of shares – 75% or moreCIF 0
  • 2
    Price, Julia Mary
    Office Manager
    Individual (1 offspring)
    Officer
    2005-02-10 ~ 2019-09-05
    OF - Secretary → CIF 0
  • 3
    Business Information Research & Reporting Limited
    Individual (1 offspring)
    Officer
    2005-02-10 ~ 2005-02-10
    OF - Nominee Director → CIF 0
  • 4
    Wrightson, Keith Arthur
    Ifa born in December 1951
    Individual (14 offsprings)
    Officer
    2019-04-05 ~ 2020-12-06
    OF - Director → CIF 0
    Mr Keith Arthur Wrightson
    Born in December 1951
    Individual (14 offsprings)
    Person with significant control
    2019-09-05 ~ 2020-12-06
    PE - Ownership of shares – More than 25% but not more than 50%CIF 0
  • 5
    Burfitt, Janet Ruth
    Company Director born in November 1966
    Individual (2 offsprings)
    Officer
    2020-12-08 ~ 2023-09-17
    OF - Director → CIF 0
  • 6
    Burfitt, Kenneth John
    Born in March 1966
    Individual (2 offsprings)
    Officer
    2019-04-05 ~ now
    OF - Director → CIF 0
    Mr Kenneth John Burfitt
    Born in March 1966
    Individual (2 offsprings)
    Person with significant control
    2019-04-05 ~ now
    PE - Ownership of voting rights - 75% or moreCIF 0
    PE - Right to appoint or remove directorsCIF 0
    PE - Ownership of shares – 75% or moreCIF 0
  • 7
    Harrison, Irene Lesley
    Individual (1 offspring)
    Officer
    2005-02-10 ~ 2005-02-10
    OF - Nominee Secretary → CIF 0
parent relation
Company in focus

HERON WEALTH MANAGEMENT LIMITED

Period: 2005-02-10 ~ now
Company number: 05360438
Registered name
HERON WEALTH MANAGEMENT LIMITED - now
Standard Industrial Classification
64999 - Financial Intermediation Not Elsewhere Classified
Brief company account
Property, Plant & Equipment
1,245 GBP2024-11-30
1,251 GBP2023-11-30
Debtors
4,674 GBP2024-11-30
2,564 GBP2023-11-30
Cash at bank and in hand
25,865 GBP2024-11-30
27,228 GBP2023-11-30
Total Assets Less Current Liabilities
29,906 GBP2024-11-30
29,566 GBP2023-11-30
Net Assets/Liabilities
29,669 GBP2024-11-30
29,566 GBP2023-11-30
Equity
Called up share capital
100 GBP2024-11-30
100 GBP2023-11-30
Retained earnings (accumulated losses)
29,569 GBP2024-11-30
29,466 GBP2023-11-30
Equity
29,669 GBP2024-11-30
29,566 GBP2023-11-30
Average Number of Employees
42023-12-01 ~ 2024-11-30
42022-12-01 ~ 2023-11-30
Property, Plant & Equipment - Gross Cost
Other
2,795 GBP2024-11-30
2,385 GBP2023-11-30
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Other
1,550 GBP2024-11-30
1,134 GBP2023-11-30
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Other
416 GBP2023-12-01 ~ 2024-11-30
Property, Plant & Equipment
Other
1,245 GBP2024-11-30
1,251 GBP2023-11-30
Trade Debtors/Trade Receivables
Current
1,500 GBP2024-11-30
246 GBP2023-11-30
Other Debtors
Amounts falling due within one year
3,174 GBP2024-11-30
2,318 GBP2023-11-30
Debtors
Amounts falling due within one year, Current
4,674 GBP2024-11-30
Current, Amounts falling due within one year
2,564 GBP2023-11-30
Corporation Tax Payable
Current
611 GBP2024-11-30
230 GBP2023-11-30
Other Taxation & Social Security Payable
Current
647 GBP2024-11-30
647 GBP2023-11-30
Other Creditors
Current
620 GBP2024-11-30
600 GBP2023-11-30
Creditors
Current
1,878 GBP2024-11-30
1,477 GBP2023-11-30

  • HERON WEALTH MANAGEMENT LIMITED
    Info
    Registered number 05360438
    Alexandra Gate, Ffordd Pengam, Cardiff CF24 2SA
    PRIVATE LIMITED COMPANY incorporated on 2005-02-10 (21 years 1 month). The status of the company number is Active.
    The last date of confirmation statement was made at 2025-09-17
    CIF 0
child relation
Offspring entities and appointments 0
  • Not found in our database.

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Contains public sector information retrieved at 22 March 2026 and licensed under the Open Government Licence v3.0.