Pfm Associates Limited

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pfm associates limited
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Pfm Associates Limited

03871403•Private Limited With Share Capital

First Floor, Quay House,, 7 The Quay, Poole, BH151HA
WebsiteEmail01202673456

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Incorporated

04/11/1999

Company Age

26 years

Directors

3

Employees

—

SIC Code

66190

Risk

low risk

Company Overview

Registration, classification & business activity

Pfm Associates Limited (03871403) is a private limited with share capital incorporated on 04/11/1999 (26 years old) and registered in poole, BH151HA. The company operates under SIC code 66190 - activities auxiliary to financial intermediation n.e.c..

Pfm associates are a fully regulated and dedicated firm of independent financial planners, with our head office in poole, dorset. we are authorised and regulated by the financial conduct authority, and provide a holistic financial planning service to our clients. pfm associates are recognised as a c...

Private Limited With Share Capital
SIC: 66190
Micro
Incorporated 04/11/1999
BH151HA

Financial Overview

Total Assets

£9.00M

Liabilities

£4.36M

Net Assets

£4.64M

Est. Turnover

£7.98M

AI Estimated
Unreported
Cash

£384.1K

Key Metrics

3

Directors

1

Shareholders

Board of Directors

3
R
richard john rhodes
director
W
william pardy
director
N
natalie anne-marie kempster
director

Charges

5

Registered

3

Outstanding

0

Part Satisfied

2

Satisfied

Filed Documents

100
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:05-01-2026
Legacy
Category:Accounts
Date:05-01-2026
Legacy
Category:Other
Date:05-01-2026
Legacy
Category:Other
Date:05-01-2026
Mortgage Create With Deed With Charge Number Charge Creation Date
Category:Mortgage
Date:23-12-2025
Confirmation Statement With Updates
Category:Confirmation Statement
Date:31-10-2025
Appoint Person Director Company With Name Date
Category:Officers
Date:19-06-2025
Termination Director Company With Name Termination Date
Category:Officers
Date:02-06-2025
Termination Director Company With Name Termination Date
Category:Officers
Date:29-05-2025
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:22-12-2024
Legacy
Category:Accounts
Date:22-12-2024
Legacy
Category:Other
Date:22-12-2024
Legacy
Category:Other
Date:22-12-2024
Confirmation Statement With Updates
Category:Confirmation Statement
Date:18-11-2024
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:18-11-2024
Appoint Person Director Company With Name Date
Category:Officers
Date:04-10-2024
Appoint Person Director Company With Name Date
Category:Officers
Date:05-04-2024
Termination Director Company With Name Termination Date
Category:Officers
Date:05-04-2024
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:18-03-2024
Accounts With Accounts Type Audit Exemption Subsiduary
Category:Accounts
Date:17-01-2024
Legacy
Category:Accounts
Date:17-01-2024
Legacy
Category:Other
Date:17-01-2024
Legacy
Category:Other
Date:17-01-2024
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:07-11-2023
Accounts With Accounts Type Full
Category:Accounts
Date:16-02-2023
Change Person Director Company With Change Date
Category:Officers
Date:16-01-2023
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:01-12-2022
Memorandum Articles
Category:Incorporation
Date:07-10-2022
Resolution
Category:Resolution
Date:07-10-2022
Mortgage Satisfy Charge Full
Category:Mortgage
Date:21-09-2022
Mortgage Create With Deed With Charge Number Charge Creation Date
Category:Mortgage
Date:23-08-2022
Mortgage Create With Deed With Charge Number Charge Creation Date
Category:Mortgage
Date:22-08-2022
Accounts With Accounts Type Full
Category:Accounts
Date:29-03-2022
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:16-12-2021
Termination Director Company With Name Termination Date
Category:Officers
Date:16-12-2021
Memorandum Articles
Category:Incorporation
Date:06-10-2021
Resolution
Category:Resolution
Date:06-10-2021
Accounts With Accounts Type Small
Category:Accounts
Date:01-03-2021
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:21-12-2020
Mortgage Create With Deed With Charge Number Charge Creation Date
Category:Mortgage
Date:01-09-2020
Mortgage Satisfy Charge Full
Category:Mortgage
Date:28-08-2020
Accounts With Accounts Type Audited Abridged
Category:Accounts
Date:05-12-2019
Confirmation Statement With Updates
Category:Confirmation Statement
Date:21-11-2019
Cessation Of A Person With Significant Control
Category:Persons With Significant Control
Date:22-03-2019
Cessation Of A Person With Significant Control
Category:Persons With Significant Control
Date:22-03-2019
Memorandum Articles
Category:Incorporation
Date:22-02-2019
Resolution
Category:Resolution
Date:22-02-2019
Statement Of Companys Objects
Category:Change Of Constitution
Date:22-02-2019
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:12-02-2019
Notification Of A Person With Significant Control
Category:Persons With Significant Control
Date:11-02-2019
Cessation Of A Person With Significant Control
Category:Persons With Significant Control
Date:11-02-2019
Appoint Person Director Company With Name Date
Category:Officers
Date:11-02-2019
Appoint Person Director Company With Name Date
Category:Officers
Date:11-02-2019
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:11-02-2019
Termination Director Company With Name Termination Date
Category:Officers
Date:11-02-2019
Mortgage Create With Deed With Charge Number Charge Creation Date
Category:Mortgage
Date:11-02-2019
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:29-01-2019
Notification Of A Person With Significant Control
Category:Persons With Significant Control
Date:23-01-2019
Notification Of A Person With Significant Control
Category:Persons With Significant Control
Date:23-01-2019
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:31-10-2018
Accounts With Accounts Type Unaudited Abridged
Category:Accounts
Date:16-08-2018
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:31-10-2017
Accounts With Accounts Type Unaudited Abridged
Category:Accounts
Date:09-08-2017
Confirmation Statement With Updates
Category:Confirmation Statement
Date:31-10-2016
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:12-08-2016
Appoint Person Director Company With Name Date
Category:Officers
Date:03-05-2016
Termination Secretary Company With Name Termination Date
Category:Officers
Date:03-05-2016
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:11-11-2015
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:04-11-2015
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:28-11-2014
Change Person Director Company With Change Date
Category:Officers
Date:28-11-2014
Change Person Secretary Company With Change Date
Category:Officers
Date:28-11-2014
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:02-09-2014
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:31-10-2013
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:08-08-2013
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:14-11-2012
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:02-11-2012
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:01-11-2011
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:27-10-2011
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:21-12-2010
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:01-11-2010
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:14-12-2009
Change Person Director Company With Change Date
Category:Officers
Date:14-12-2009
Change Person Director Company With Change Date
Category:Officers
Date:14-12-2009
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:30-10-2009
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:24-11-2008
Legacy
Category:Annual Return
Date:03-11-2008
Legacy
Category:Annual Return
Date:07-11-2007
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:11-09-2007
Legacy
Category:Address
Date:29-03-2007
Legacy
Category:Annual Return
Date:28-11-2006
Accounts With Accounts Type Full
Category:Accounts
Date:29-08-2006
Legacy
Category:Capital
Date:28-11-2005
Legacy
Category:Capital
Date:28-11-2005
Legacy
Category:Capital
Date:28-11-2005
Legacy
Category:Capital
Date:28-11-2005
Legacy
Category:Capital
Date:28-11-2005
Resolution
Category:Resolution
Date:28-11-2005
Legacy
Category:Officers
Date:23-11-2005
Legacy
Category:Annual Return
Date:23-11-2005

Risk Assessment

low risk

International Score

Future Factor

good

Performance Rating

Accounts

Typetotal exemption full
Due Date31/12/2026
Filing Date23/12/2025
Latest Accounts31/03/2025

Trading Addresses

20 Fulwood Avenue, Bournemouth, Dorset, BH119NJ
First Floor, Quay House,, 7 The Quay, Poole, Dorset Bh15 1Ha, BH151HARegistered

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Contact

01202673456
advice@pfmassociates.co.ukinfo@pfmassociates.co.uk
pfmassociates.co.uk
First Floor, Quay House,, 7 The Quay, Poole, BH151HA