Financial AdviserProfile

Heritage Life Limited

Public-record profile
62 Stakes Road, Waterlooville, PO7 5NT
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Profile data from public records and claimed profile updates where available

Not fully verified by VerifiedAdvisers: This profile has been generated from public records. The firm has not yet claimed this page, so we have not completed all member verification checks. Public records can be incomplete or change over time.

Heritage Life Limited is listed as a FCA appointed representative in the PO7 5NT area. Registered at Companies House in 2016. FCA records list Sesame Limited as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2016
Type
FCA appointed representative
Company No.
10529796
SIC
66220
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

Sesame Limited, FRN 150427 (Full)

Companies House

HERITAGE LIFE LIMITED is active and was incorporated on 16 December 2016.

Nature of business: 66220 - Activities of insurance agents and brokers

Registered office: 62 Stakes Road, Waterlooville, PO7 5NT, England

Authorisations

FCAactive
Reference: 771083
Type: FCA appointed representative
Company no.: 10529796
Verified:
View public register

Company Snapshot

Industry
66220
Data Freshness
Stale (> 1 year)
Accounts last made up to
31 December 2024
Accounts next due
30 September 2026
Accounts type
Total Exemption Full
Employees
2
Equity
£100
Cash
£35,464
Current assets
£228,751
Net current assets/liabilities
£189,904
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

SYMMONS, Daniel Roger
Appointed 16 December 2016
DOB: 12/1979
TOWN, Robert Michael
Appointed 16 December 2016
DOB: 5/1976

Persons with significant control

Mr Daniel Roger Symmons
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 12/1979
Mr Robert Michael Town
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 5/1976

Recent Filings

26 November 2025
CS01
confirmation statement with no updates
30 September 2025
AA
accounts with accounts type total exemption full
20 November 2024
CS01
confirmation statement with no updates
20 September 2024
AA
accounts with accounts type total exemption full
22 November 2023
CS01
confirmation statement with no updates
29 September 2023
AA
accounts with accounts type total exemption full

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Location

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ℹ️ Public Records: This profile has been generated from official public records. The adviser has not yet claimed or verified these details.