Meet
Features
Solutions
Pricing
Sales Intelligence
Qualify prospects and connect with decision makers effortlessly
Research Companies & Directors
Make important decisions with absolute confidence
Create B2B Marketing Lists
Target and reach more of your ideal prospects than ever
Monitor Risks & Opportunities
Be the first to learn about changes in the companies that matter
Cleanse Your B2B Database
Instantly transform old records into new opportunities
Perform KYC Checks
Completely understand who you're working with
Discover New Businesses
Identify and connect with new companies as soon as they register
Company Credit Reports
See how companies are performing year–on–year and explore their debts
UPGRADE
Contact
Credit Report
Financials
People
Ownership
Latest Activity
Mutual Companies
Documents
Repayment History
PFM Associates Limited
PFM Associates Limited is an active company incorporated on 4 November 1999 with the registered office located in Poole, Dorset. PFM Associates Limited was registered 26 years ago.
Watch Company
Status
Active
Active since
incorporation
Company No
03871403
Private limited company
Age
26 years
Incorporated
4 November 1999
Size
Micro
Turnover is under
£1M
Under
10 employees
Confirmation
Submitted
Dated
31 October 2025
(2 months ago)
Next confirmation dated
31 October 2026
Due by
14 November 2026
(10 months remaining)
Last change occurred
2 months ago
Accounts
Submitted
For period
1 Apr
⟶
31 Mar 2025
(12 months)
Accounts type is
Total Exemption Full
Next accounts for period
31 March 2026
Due by
31 December 2026
(11 months remaining)
Learn more about PFM Associates Limited
Contact
Update Details
Address
First Floor, Quay House,
7 The Quay
Poole
Dorset
BH15 1HA
England
Address changed on
18 Nov 2024
(1 year 1 month ago)
Previous address was
23 Holden Road Tunbridge Wells TN4 0QG England
Companies in BH15 1HA
Telephone
01202673456
Email
Available in Endole App
Website
Pfmassociates.co.uk
See All Contacts
People
Officers
3
Shareholders
1
Controllers (PSC)
1
Richard John Rhodes
Director • British • Lives in England • Born in May 1968
William Pardy
Director • Compliance Director • British • Lives in England • Born in Apr 1969
Natalie Anne-Marie Kempster
Director • British • Lives in England • Born in May 1981
Jigsaw One Ltd
PSC
See Key People
Shareholders, PSCs & Group Structure
See who truly controls a company with full PSC, Shareholder, and Group Structure exploration
See All Shareholders, PSCs & Group Structure
Mutual Companies
Finitor Wealth Ltd
Natalie Anne-Marie Kempster and Richard John Rhodes are mutual people.
Active
The Moneytree Corporation Limited
Richard John Rhodes is a mutual person.
Active
FMB (Holdings) Limited
Richard John Rhodes is a mutual person.
Active
Money Matters (South East) Limited
Richard John Rhodes is a mutual person.
Active
The Mind Body Clinic Ltd
Richard John Rhodes is a mutual person.
Active
Digital Finance Director Ltd
Richard John Rhodes is a mutual person.
Active
Little & Georgiou (Ifa) Limited
Richard John Rhodes is a mutual person.
Active
Jigsaw Two Ltd
Richard John Rhodes is a mutual person.
Active
See All Mutual Companies
Brands
PFM Associates
PFM Associates is an independent, Chartered financial planning firm based in Poole, providing financial advice since 1999.
Reeves Financial
Reeves Financial is an independent financial advisory service that provides financial advice.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Mar 2024
For period
31 Mar
⟶
31 Mar 2024
Traded for
12 months
Cash in Bank
£302.83K
Increased by £105.57K (+54%)
Turnover
Unreported
Same as previous period
Employees
Unreported
Same as previous period
Total Assets
£6.47M
Increased by £905.01K (+16%)
Total Liabilities
-£2.04M
Increased by £743.58K (+58%)
Net Assets
£4.43M
Increased by £161.43K (+4%)
Debt Ratio (%)
31%
Increased by 8.25% (+36%)
See 10 Year Full Financials
Latest Activity
Full Accounts Submitted
5 Days Ago on 5 Jan 2026
New Charge Registered
19 Days Ago on 22 Dec 2025
Confirmation Submitted
2 Months Ago on 31 Oct 2025
Mrs Natalie Anne-Marie Kempster Appointed
6 Months Ago on 16 Jun 2025
Craig Richard Stokes Resigned
7 Months Ago on 30 May 2025
Paul Mark Stokes Resigned
9 Months Ago on 7 Apr 2025
Full Accounts Submitted
1 Year Ago on 22 Dec 2024
Confirmation Submitted
1 Year 1 Month Ago on 18 Nov 2024
Registered Address Changed
1 Year 1 Month Ago on 18 Nov 2024
Mr Craig Richard Stokes Appointed
1 Year 4 Months Ago on 28 Aug 2024
Get Alerts
Get Credit Report
Discover PFM Associates Limited's Credit Score, how much credit you can offer them, and how likely they are to repay you
See All Credit Score & Limits
Documents
Total exemption full accounts made up to 31 March 2025
Submitted on 5 Jan 2026
Consolidated accounts of parent company for subsidiary company period ending 31/03/25
Submitted on 5 Jan 2026
Audit exemption statement of guarantee by parent company for period ending 31/03/25
Submitted on 5 Jan 2026
Notice of agreement to exemption from audit of accounts for period ending 31/03/25
Submitted on 5 Jan 2026
Registration of charge 038714030005, created on 22 December 2025
Submitted on 23 Dec 2025
Confirmation statement made on 31 October 2025 with updates
Submitted on 31 Oct 2025
Appointment of Mrs Natalie Anne-Marie Kempster as a director on 16 June 2025
Submitted on 19 Jun 2025
Termination of appointment of Craig Richard Stokes as a director on 30 May 2025
Submitted on 2 Jun 2025
Termination of appointment of Paul Mark Stokes as a director on 7 April 2025
Submitted on 29 May 2025
Consolidated accounts of parent company for subsidiary company period ending 31/03/24
Submitted on 22 Dec 2024
Explore All Documents
Repayment History
Understand how businesses repay their debts and see how they're performing year‐on‐year
See All Charges & CCJs