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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.
Watch Company
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
(6 months ago)
Next confirmation dated
8 April 2026
Due by
22 April 2026
(6 months remaining)
Last change occurred
8 years ago
Accounts
Submitted
For period
1 Jan
⟶
31 Dec 2024
(1 year)
Accounts type is
Total Exemption Full
Next accounts for period
31 December 2025
Due by
30 September 2026
(11 months remaining)
Learn more about The Personal Finance Society
Contact
Update Details
Address
3rd Floor 20 Fenchurch Street
London
EC3M 3BY
England
Address changed on
11 Apr 2023
(2 years 6 months ago)
Previous address was
21 Lombard Street London EC3V 9AH England
Companies in EC3M 3BY
Telephone
02085300852
Email
Available in Endole App
Website
Thepfs.org
See All Contacts
People
Officers
24
Shareholders
-
Controllers (PSC)
1
Gillian Lesley White
Director • Director • British • Lives in England • Born in Jan 1967
Trevor Edwards
Director • Director • British • Lives in England • Born in Sep 1974
Craig Palfrey
Director • Director • Certified Financial Planner • British • Lives in Wales • Born in Aug 1977
Neil Alexander Buckley
Director • British • Lives in England • Born in Aug 1963
Daniel Graham Williams
Director • Financial Adviser • British • Lives in England • Born in Sep 1988
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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
Active Investment Managers Limited
Daniel Graham Williams is a mutual person.
Active
Age Concern In Cornwall And The Isles Of Scilly
Kathryn Elizabeth Gannon is a mutual person.
Active
The Society Of Financial Advisers
Gillian Lesley White is a mutual person.
Active
Havens Hospices
Trevor Joseph Edwards is a mutual person.
Active
St Clare Hospice Trading Company Limited
Sarah Anne Howe is a mutual person.
Active
See All Mutual Companies
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Dec 2024
For period
31 Dec
⟶
31 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%)
See 10 Year Full Financials
Latest Activity
Full Accounts Submitted
22 Days Ago on 17 Sep 2025
Trevor Joseph Edwards Resigned
2 Months Ago on 8 Aug 2025
Daniel Graham Williams Resigned
4 Months Ago on 19 May 2025
Ben Howard Wright Resigned
4 Months Ago on 19 May 2025
Christine Anne Elliott Resigned
6 Months Ago on 10 Apr 2025
Confirmation Submitted
6 Months Ago on 8 Apr 2025
Mathew Lee Mallett Resigned
6 Months Ago on 4 Apr 2025
Mr Ian Michael Callaghan Appointed
6 Months Ago on 18 Mar 2025
Mrs Kathryn Elizabeth Gannon Appointed
7 Months Ago on 1 Mar 2025
Mr Craig Palfrey Appointed
7 Months Ago on 1 Mar 2025
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Get Credit Report
Discover The Personal Finance Society'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 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
Appointment of Mrs Kathryn Elizabeth Gannon as a director on 1 March 2025
Submitted on 4 Mar 2025
Appointment of Mr Craig Palfrey as a director on 1 March 2025
Submitted on 3 Mar 2025
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Repayment History
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