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The Personal Finance Society

The Personal Finance Society is an active company incorporated on 25 March 2004 with the registered office located in London, City of London. The Personal Finance Society was registered 21 years ago.
Status
Active
Active since incorporation
Company No
05084125
Private Limited Company by guarantee without share capital, use of 'Limited' exemption
Age
21 years
Incorporated 25 March 2004
Size
Unreported
Confirmation
Submitted
Dated 8 April 2025 (8 months ago)
Next confirmation dated 8 April 2026
Due by 22 April 2026 (4 months remaining)
Last change occurred 8 years ago
Accounts
Submitted
For period 1 Jan31 Dec 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 December 2025
Due by 30 September 2026 (9 months remaining)
Address
3rd Floor 20 Fenchurch Street
London
EC3M 3BY
England
Address changed on 11 Apr 2023 (2 years 8 months ago)
Previous address was 21 Lombard Street London EC3V 9AH England
Telephone
02085300852
Email
Available in Endole App
Website
People
Officers
8
Shareholders
-
Controllers (PSC)
1
Director • Chartered Insurance Practitioner • Welsh • Lives in Wales • Born in Jul 1961
Director • British • Lives in England • Born in Dec 1966
Director • British • Lives in England • Born in Jan 1967
Director • Managing Director • British • Lives in England • Born in Sep 1973
Director • Chartered Independent Financial Planner • British • Lives in England • Born in Jun 1972
Shareholders, PSCs & Group Structure
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Mutual Companies
Motor Insurers' Bureau
Michael Paul Crane is a mutual person.
Active
Life Insurance Association Limited
Gillian Lesley White is a mutual person.
Active
C.I.I. Enterprises Limited
Gillian Lesley White is a mutual person.
Active
The Society Of Financial Advisers
Gillian Lesley White is a mutual person.
Active
The European Financial Planning Association (UK) Limited
Gillian Lesley White is a mutual person.
Active
C & G P Associates Limited
Craig Palfrey is a mutual person.
Active
Penguin Tax Planning Limited
Craig Palfrey is a mutual person.
Active
Just Asked Limited
Edward Spencer Grant is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Dec 2024
For period 31 Dec31 Dec 2024
Traded for 12 months
Cash in Bank
£13.26M
Increased by £454K (+4%)
Turnover
£8.71M
Increased by £72K (+1%)
Employees
Unreported
Decreased by 2 (-100%)
Total Assets
£21.28M
Decreased by £480K (-2%)
Total Liabilities
-£2.7M
Increased by £10K (0%)
Net Assets
£18.58M
Decreased by £490K (-3%)
Debt Ratio (%)
13%
Increased by 0.33% (+3%)
Latest Activity
Mr Roger Jackson Appointed
6 Days Ago on 1 Dec 2025
Deborah Elizabeth Mitchell Resigned
7 Days Ago on 30 Nov 2025
Full Accounts Submitted
2 Months Ago on 17 Sep 2025
Trevor Joseph Edwards Resigned
4 Months Ago on 8 Aug 2025
Daniel Graham Williams Resigned
6 Months Ago on 19 May 2025
Ben Howard Wright Resigned
6 Months Ago on 19 May 2025
Christine Anne Elliott Resigned
8 Months Ago on 10 Apr 2025
Confirmation Submitted
8 Months Ago on 8 Apr 2025
Mathew Lee Mallett Resigned
8 Months Ago on 4 Apr 2025
Mr Ian Michael Callaghan Appointed
8 Months Ago on 18 Mar 2025
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Documents
Appointment of Mr Roger Jackson as a director on 1 December 2025
Submitted on 2 Dec 2025
Termination of appointment of Deborah Elizabeth Mitchell as a director on 30 November 2025
Submitted on 1 Dec 2025
Total exemption full accounts made up to 31 December 2024
Submitted on 17 Sep 2025
Termination of appointment of Trevor Joseph Edwards as a director on 8 August 2025
Submitted on 11 Aug 2025
Termination of appointment of Ben Howard Wright as a director on 19 May 2025
Submitted on 19 May 2025
Termination of appointment of Daniel Graham Williams as a director on 19 May 2025
Submitted on 19 May 2025
Termination of appointment of Christine Anne Elliott as a director on 10 April 2025
Submitted on 15 Apr 2025
Confirmation statement made on 8 April 2025 with no updates
Submitted on 8 Apr 2025
Termination of appointment of Mathew Lee Mallett as a director on 4 April 2025
Submitted on 4 Apr 2025
Appointment of Mr Ian Michael Callaghan as a director on 18 March 2025
Submitted on 28 Mar 2025
Repayment History
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