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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.
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
Due Soon
Dated 31 October 2024 (1 year ago)
Next confirmation dated 31 October 2025
Due by 14 November 2025 (11 days remaining)
Last change occurred 11 months ago
Accounts
Submitted
For period 1 Apr31 Mar 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2025
Due by 31 December 2025 (1 month remaining)
Address
First Floor, Quay House,
7 The Quay
Poole
Dorset
BH15 1HA
England
Address changed on 18 Nov 2024 (11 months ago)
Previous address was 23 Holden Road Tunbridge Wells TN4 0QG England
Telephone
01202673456
Email
Available in Endole App
People
Officers
5
Shareholders
1
Controllers (PSC)
1
Director • Compliance Director • British • Lives in England • Born in Apr 1969
Director • British • Lives in England • Born in May 1975
Director • British • Lives in England • Born in May 1981
Director • British • Lives in England • Born in May 1968
Director • Managing Director & Chartered Financial Planner • British • Lives in UK • Born in Jun 1981
Shareholders, PSCs & Group Structure
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Mutual Companies
Finitor Wealth Ltd
Richard John Rhodes, Paul Mark Stokes, and 1 more are mutual people.
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The Moneytree Corporation Limited
Richard John Rhodes and Paul Mark Stokes are mutual people.
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FMB (Holdings) Limited
Richard John Rhodes and Paul Mark Stokes are mutual people.
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Money Matters (South East) Limited
Richard John Rhodes and Paul Mark Stokes are mutual people.
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Little & Georgiou (Ifa) Limited
Richard John Rhodes and Paul Mark Stokes are mutual people.
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Jigsaw Two Ltd
Richard John Rhodes and Paul Mark Stokes are mutual people.
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Ascent Financial Consulting Limited
Richard John Rhodes and Paul Mark Stokes are mutual people.
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Torweal Two Ltd
Richard John Rhodes and Paul Mark Stokes are mutual people.
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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 Mar31 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%)
Latest Activity
Mrs Natalie Anne-Marie Kempster Appointed
4 Months Ago on 16 Jun 2025
Craig Richard Stokes Resigned
5 Months Ago on 30 May 2025
Paul Mark Stokes Resigned
6 Months Ago on 7 Apr 2025
Full Accounts Submitted
10 Months Ago on 22 Dec 2024
Confirmation Submitted
11 Months Ago on 18 Nov 2024
Registered Address Changed
11 Months Ago on 18 Nov 2024
Mr Craig Richard Stokes Appointed
1 Year 2 Months Ago on 28 Aug 2024
Isabel Ann Sinclair Resigned
1 Year 7 Months Ago on 31 Mar 2024
William Pardy Appointed
1 Year 7 Months Ago on 25 Mar 2024
Registered Address Changed
1 Year 7 Months Ago on 18 Mar 2024
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Documents
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
Total exemption full accounts made up to 31 March 2024
Submitted on 22 Dec 2024
Audit exemption statement of guarantee by parent company for period ending 31/03/24
Submitted on 22 Dec 2024
Notice of agreement to exemption from audit of accounts for period ending 31/03/24
Submitted on 22 Dec 2024
Consolidated accounts of parent company for subsidiary company period ending 31/03/24
Submitted on 22 Dec 2024
Registered office address changed from 23 Holden Road Tunbridge Wells TN4 0QG England to First Floor, Quay House, 7 the Quay Poole Dorset BH15 1HA on 18 November 2024
Submitted on 18 Nov 2024
Confirmation statement made on 31 October 2024 with updates
Submitted on 18 Nov 2024
Appointment of Mr Craig Richard Stokes as a director on 28 August 2024
Submitted on 4 Oct 2024
Repayment History
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