Company Information & Financial DataThe Personal Finance Society
Registered address:
- T: 020 8530 0852
Directors
Current | Date Appointed |
---|---|
Reveal name
London, London, EC3M
|
12 Jul 2023 |
Reveal name
London, London, SW14
|
22 Jul 2004 |
Reveal name
London, London, EC3M
|
12 Jul 2023 |
Reveal name
London, London, EC3M
|
21 Dec 2022 |
Reveal name
London, London, EC3M
|
15 Sep 2021 |
Reveal name
London, London, EC3M
|
22 Jun 2023 |
Reveal name
London, London, EC3M
|
20 Feb 2024 |
Reveal name
London, London, EC3M
|
22 Jun 2023 |
Reveal name
London, London, EC3M
|
01 Oct 2020 |
Reveal name
London, London, EC3M
|
21 Dec 2022 |
Reveal name
London, London, EC3M
|
12 Jul 2023 |
Reveal name
London, London, EC3M
|
12 Jul 2023 |
Previous | Date Appointed | Date Resigned |
---|---|---|
Reveal name
Rayleigh, Essex, SS6
|
03 Sep 2004 | 18 Jul 2018 |
Reveal name
Kettering, Northamptonshire, NN14
|
19 Aug 2004 | 01 Nov 2006 |
Reveal name
London, London, SE27
|
04 Aug 2004 | 30 Nov 2007 |
Reveal name
Skipton, North Yorkshire, BD23
|
12 Nov 2007 | 20 Sep 2010 |
Reveal name
Wakefield, West Yorkshire, WF2
|
19 Aug 2004 | 12 Nov 2007 |
Reveal name
London, London, N14
|
04 Aug 2004 | 25 Nov 2009 |
Reveal name
Bristol, Avon, BS20
|
04 Aug 2004 | 25 Nov 2009 |
Reveal name
London, London, W1U
|
26 Aug 2004 | 18 Feb 2016 |
Reveal name
London, London, EC3M
|
23 Mar 2016 | 07 Feb 2022 |
Reveal name
London, London, EC3M
|
17 Sep 2018 | 21 Jun 2023 |
Reveal name
Glasgow, Glasgow, G61
|
04 Aug 2004 | 01 Nov 2006 |
Reveal name
Leighton Buzzard, Bedfordshire, LU7
|
19 Aug 2004 | 05 Jan 2007 |
Reveal name
Uxbridge, Middlesex, UB9
|
12 Nov 2007 | 07 Sep 2011 |
Reveal name
Ipswich, Suffolk, IP4
|
04 Aug 2004 | 14 Jun 2007 |
Reveal name
London, London, EC3V
|
18 Sep 2017 | 16 Sep 2020 |
Reveal name
London, London, EC3M
|
12 Jul 2023 | 07 Dec 2023 |
Reveal name
Swindon, Wiltshire, SN4
|
19 Aug 2004 | 12 May 2006 |
Reveal name
London, London, EC2V
|
25 Nov 2009 | 15 Sep 2015 |
Reveal name
Benfleet, Essex, SS7
|
22 Jul 2004 | 22 Oct 2004 |
Reveal name
London, E18
|
14 Sep 2016 | 25 Apr 2021 |
Reveal name
Gosport, Hampshire, PO12
|
01 Nov 2006 | 11 Nov 2008 |
Reveal name
Dundee, Angus, DD2
|
01 Nov 2006 | 07 Sep 2011 |
Reveal name
Ryde, Isle Of Wight, PO33
|
22 Jul 2004 | 14 Mar 2008 |
Reveal name
London, London, EC3M
|
18 Mar 2015 | 14 Sep 2021 |
Reveal name
Woking, Surrey, GU24
|
04 Aug 2004 | 31 Mar 2006 |
Reveal name
London, London, SW15
|
22 Jul 2004 | 17 Jun 2012 |
Reveal name
London, London, EC3M
|
07 May 2013 | 30 Jun 2021 |
Reveal name
Witney, Oxfordshire, OX28
|
20 Sep 2010 | 14 Sep 2016 |
Reveal name
Radstock, Avon, BA3
|
04 Aug 2004 | 30 Sep 2005 |
Reveal name
London, London, SW4
|
01 Dec 2007 | 05 Aug 2016 |
Reveal name
London, London, SE10
|
19 Mar 2009 | 18 Mar 2015 |
Reveal name
Thirsk, North Yorkshire, YO7
|
05 Jun 2006 | 30 May 2008 |
Reveal name
Westcliff-on-sea, Essex, SS0
|
14 Jul 2008 | 08 Apr 2013 |
Reveal name
Fleet, Hampshire, GU51
|
07 Sep 2011 | 18 Sep 2017 |
Reveal name
London, London, EC2V
|
25 Nov 2009 | 19 Sep 2013 |
Reveal name
Stockport, Cheshire, SK4
|
20 Sep 2010 | 14 Sep 2016 |
Reveal name
London, London, EC2V
|
15 Sep 2014 | 12 Jun 2017 |
Reveal name
London, London, EC2V
|
19 Jun 2012 | 10 Sep 2015 |
Reveal name
London, London, EC2N
|
07 Sep 2011 | 18 Sep 2017 |
Reveal name
London, London, EC2V
|
19 Sep 2013 | 17 Sep 2018 |
Reveal name
London, London, EC3M
|
15 Sep 2015 | 14 Sep 2021 |
Reveal name
London, London, EC3M
|
18 Sep 2017 | 21 Jun 2023 |
Reveal name
London, London, EC3V
|
18 Jul 2018 | 03 Jul 2019 |
Reveal name
London, London, EC3M
|
17 Sep 2018 | 05 Jan 2023 |
Reveal name
London, London, EC3M
|
07 Feb 2022 | 12 Jul 2023 |
Reveal name
London, London, EC3V
|
04 Jul 2019 | 31 Dec 2019 |
Reveal name
London, London, EC3M
|
01 Jan 2020 | 15 May 2022 |
Reveal name
London, London, EC3M
|
07 Feb 2022 | 12 Jul 2023 |
Reveal name
London, London, EC3M
|
21 Dec 2022 | 12 Jul 2023 |
Reveal name
London, London, EC3M
|
14 Sep 2016 | 20 Sep 2022 |
Reveal name
Bristol, Avon, BS1
|
25 Mar 2004 | 22 Jul 2004 |
Reveal name
London, London, NW8
|
25 Mar 2004 | 22 Jul 2004 |
Source: Companies House
Summary Profit & Loss
Years
Profit Before Tax TurnoverDate of Accounts | Year Ending 31 Dec 2018 £ |
Year Ending 31 Dec 2019 £ |
Year Ending 31 Dec 2020 £ |
Year Ending 31 Dec 2021 £ |
Year Ending 31 Dec 2022 £ |
|
---|---|---|---|---|---|---|
Turnover |
31 Dec 2018
31 Dec 2019
31 Dec 2020
31 Dec 2021
31 Dec 2022
|
£9,191,000 | £9,601,000 | £8,166,000 | £8,141,000 | £9,755,000 |
Profit Before Tax |
31 Dec 2018
31 Dec 2019
31 Dec 2020
31 Dec 2021
31 Dec 2022
|
£1,668,000 | £1,877,000 | £2,486,000 | £3,393,000 | £1,737,000 |
No. of Employees |
31 Dec 2018
31 Dec 2019
31 Dec 2020
31 Dec 2021
31 Dec 2022
|
N/A | N/A | N/A | N/A | 2 |
Source: Companies House
Summary Balance Sheet
For more information on Abbreviated Accounts please click here:
http://www.companieshouse.gov.uk/about/gbhtml/gp2.shtml#ch6
Years
Net Worth Cash
31 Dec 2018
£ |
31 Dec 2019
£ |
31 Dec 2020
£ |
31 Dec 2021
£ |
31 Dec 2022
£ |
||
---|---|---|---|---|---|---|
Total Asset |
31 Dec 2018
31 Dec 2019
31 Dec 2020
31 Dec 2021
31 Dec 2022
|
£12,440,000 | £14,255,000 | £16,689,000 | £20,211,000 | £21,835,000 |
Current Asset |
31 Dec 2018
31 Dec 2019
31 Dec 2020
31 Dec 2021
31 Dec 2022
|
£12,440,000 | £14,255,000 | £16,689,000 | £20,211,000 | £21,835,000 |
Current Liabilities |
31 Dec 2018
31 Dec 2019
31 Dec 2020
31 Dec 2021
31 Dec 2022
|
£2,608,000 | £2,714,000 | £2,698,000 | £4,500,000 | £4,583,000 |
Net Current Assets |
31 Dec 2018
31 Dec 2019
31 Dec 2020
31 Dec 2021
31 Dec 2022
|
£9,832,000 | £11,541,000 | £13,991,000 | £15,711,000 | £17,252,000 |
Net Current Liabilities |
31 Dec 2018
31 Dec 2019
31 Dec 2020
31 Dec 2021
31 Dec 2022
|
£2,608,000 | £2,714,000 | £2,698,000 | £4,500,000 | £4,583,000 |
Net Worth |
31 Dec 2018
31 Dec 2019
31 Dec 2020
31 Dec 2021
31 Dec 2022
|
£9,832,000 | £11,541,000 | £13,991,000 | £15,711,000 | £17,252,000 |
Cash |
31 Dec 2018
31 Dec 2019
31 Dec 2020
31 Dec 2021
31 Dec 2022
|
£26,000 | £42,000 | £42,000 | £42,000 | £10,045,000 |
Profit & Loss Reserve |
31 Dec 2018
31 Dec 2019
31 Dec 2020
31 Dec 2021
31 Dec 2022
|
£9,832,000 | £11,541,000 | £13,991,000 | £15,711,000 | £17,252,000 |
Source: Companies House
Other Businesses At This Address
Company Name | Classification | Company Number |
---|---|---|
Chartered Institute For Securities & Investment (services) Limited
T:
020 7645 0777
|
Secondary Schools (Local Authority) | 02903287 |
The Society Of Financial Advisers
T:
020 8530 0852
|
N/A | 02579617 |
The Education And Training Trust Of The Chartered Insurance Institute
T:
020 8989 8464
|
Education Services | 02812416 |
Chartered Insurance Institute
T:
020 8989 8464
|
N/A | RC000104 |
C.i.i. Enterprises Limited
T:
020 8989 8464
|
Education Services | 01953478 |
The European Financial Planning Association (uk) Limited
T:
0322 736 0291
|
N/A | 04627247 |
Life Insurance Association Limited
|
N/A | 01237835 |
Key: N/A = Not Available