Company Profile
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MediumThe Personal Finance Society
05084125•Private Limited By Guarantee Without Share Capital Exempt From Using Limited
1St Floor 30 Old Broad Street, London, EC2N1HT
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Incorporated
25/03/2004
Company Age
22 years
Directors
15
Employees
—
SIC Code
94120
Risk
very low risk
Company Overview
Registration, classification & business activity
The Personal Finance Society (05084125) is a private limited by guarantee without share capital exempt from using limited incorporated on 25/03/2004 (22 years old) and registered in london, EC2N1HT. The company operates under SIC code 94120 - activities of professional membership organizations.
The personal finance society (pfs) is the pre-eminent professional membership body for financial planners and those in related roles. with more than 40,000 members across the uk and internationally, the pfs encourages the highest standards of professionalism.the pfs is part of the chartered insuranc...
Private Limited By Guarantee Without Share Capital Exempt From Using Limited
SIC: 94120
Medium
Incorporated 25/03/2004
EC2N1HT
Financial Overview
Total Assets
£21.28M
Liabilities
£2.70M
Net Assets
£18.58M
Turnover
£8.71M
Cash
£13.26M
Key Metrics
15
Directors
1
PSCs
Board of Directors
5
Name
Position
director
director
director
director
director
Filed Documents
100
Document Name
Category
Date
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:26-05-2026
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:12-04-2026
Change Sail Address Company With Old Address New Address
Category:Address
Date:10-04-2026
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:17-03-2026
Appoint Person Director Company With Name Date
Category:Officers
Date:17-03-2026
Appoint Person Director Company With Name Date
Category:Officers
Date:11-03-2026
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:03-03-2026
Termination Director Company With Name Termination Date
Category:Officers
Date:05-01-2026
Appoint Person Director Company With Name Date
Category:Officers
Date:02-12-2025
Termination Director Company With Name Termination Date
Category:Officers
Date:01-12-2025
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:17-09-2025
Termination Director Company With Name Termination Date
Category:Officers
Date:11-08-2025
Termination Director Company With Name Termination Date
Category:Officers
Date:19-05-2025
Termination Director Company With Name Termination Date
Category:Officers
Date:19-05-2025
Termination Director Company With Name Termination Date
Category:Officers
Date:15-04-2025
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:08-04-2025
Termination Director Company With Name Termination Date
Category:Officers
Date:04-04-2025
Appoint Person Director Company With Name Date
Category:Officers
Date:28-03-2025
Appoint Person Director Company With Name Date
Category:Officers
Date:04-03-2025
Appoint Person Director Company With Name Date
Category:Officers
Date:03-03-2025
Termination Director Company With Name Termination Date
Category:Officers
Date:19-12-2024
Termination Director Company With Name Termination Date
Category:Officers
Date:17-10-2024
Accounts Amended With Accounts Type Small
Category:Accounts
Date:11-10-2024
Change Person Director Company With Change Date
Category:Officers
Date:07-10-2024
Appoint Person Director Company With Name Date
Category:Officers
Date:01-10-2024
Change Person Director Company With Change Date
Category:Officers
Date:01-10-2024
Appoint Person Director Company With Name Date
Category:Officers
Date:01-10-2024
Appoint Person Director Company With Name Date
Category:Officers
Date:01-10-2024
Appoint Person Director Company With Name Date
Category:Officers
Date:01-10-2024
Appoint Person Director Company With Name Date
Category:Officers
Date:01-10-2024
Termination Director Company With Name Termination Date
Category:Officers
Date:01-10-2024
Termination Director Company With Name Termination Date
Category:Officers
Date:01-10-2024
Termination Director Company With Name Termination Date
Category:Officers
Date:01-10-2024
Termination Director Company With Name Termination Date
Category:Officers
Date:01-10-2024
Termination Director Company With Name Termination Date
Category:Officers
Date:01-10-2024
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:27-09-2024
Change Person Director Company With Change Date
Category:Officers
Date:27-06-2024
Appoint Person Director Company With Name Date
Category:Officers
Date:19-06-2024
Termination Director Company With Name Termination Date
Category:Officers
Date:19-06-2024
Appoint Person Director Company With Name Date
Category:Officers
Date:14-06-2024
Appoint Person Director Company With Name Date
Category:Officers
Date:13-06-2024
Appoint Person Director Company With Name Date
Category:Officers
Date:05-06-2024
Termination Director Company With Name Termination Date
Category:Officers
Date:03-06-2024
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:08-04-2024
Appoint Person Director Company With Name Date
Category:Officers
Date:22-02-2024
Termination Director Company With Name Termination Date
Category:Officers
Date:14-12-2023
Accounts With Accounts Type Full
Category:Accounts
Date:24-10-2023
Appoint Person Director Company With Name Date
Category:Officers
Date:12-07-2023
Appoint Person Director Company With Name Date
Category:Officers
Date:12-07-2023
Appoint Person Director Company With Name Date
Category:Officers
Date:12-07-2023
Appoint Person Director Company With Name Date
Category:Officers
Date:12-07-2023
Appoint Person Director Company With Name Date
Category:Officers
Date:12-07-2023
Termination Director Company With Name Termination Date
Category:Officers
Date:12-07-2023
Termination Director Company With Name Termination Date
Category:Officers
Date:12-07-2023
Termination Director Company With Name Termination Date
Category:Officers
Date:12-07-2023
Appoint Person Director Company With Name Date
Category:Officers
Date:11-07-2023
Appoint Person Director Company With Name Date
Category:Officers
Date:11-07-2023
Termination Director Company With Name Termination Date
Category:Officers
Date:21-06-2023
Termination Director Company With Name Termination Date
Category:Officers
Date:21-06-2023
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:11-04-2023
Change Sail Address Company With Old Address New Address
Category:Address
Date:11-04-2023
Termination Director Company With Name Termination Date
Category:Officers
Date:25-01-2023
Appoint Person Director Company With Name Date
Category:Officers
Date:28-12-2022
Appoint Person Director Company With Name Date
Category:Officers
Date:23-12-2022
Appoint Person Director Company With Name Date
Category:Officers
Date:23-12-2022
Accounts With Accounts Type Full
Category:Accounts
Date:04-10-2022
Termination Director Company With Name Termination Date
Category:Officers
Date:21-09-2022
Termination Secretary Company With Name Termination Date
Category:Officers
Date:09-06-2022
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:14-04-2022
Cessation Of A Person With Significant Control
Category:Persons With Significant Control
Date:12-04-2022
Change Person Director Company With Change Date
Category:Officers
Date:25-02-2022
Appoint Person Director Company With Name Date
Category:Officers
Date:18-02-2022
Appoint Person Director Company With Name Date
Category:Officers
Date:18-02-2022
Termination Director Company With Name Termination Date
Category:Officers
Date:18-02-2022
Appoint Person Director Company With Name Date
Category:Officers
Date:26-01-2022
Termination Director Company With Name Termination Date
Category:Officers
Date:25-10-2021
Termination Director Company With Name Termination Date
Category:Officers
Date:25-10-2021
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:30-09-2021
Cessation Of A Person With Significant Control
Category:Persons With Significant Control
Date:01-07-2021
Termination Director Company With Name Termination Date
Category:Officers
Date:01-07-2021
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:25-05-2021
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:25-05-2021
Termination Director Company With Name Termination Date
Category:Officers
Date:09-05-2021
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:12-04-2021
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:02-02-2021
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:17-12-2020
Appoint Person Director Company With Name Date
Category:Officers
Date:06-10-2020
Accounts With Accounts Type Full
Category:Accounts
Date:24-09-2020
Termination Director Company With Name Termination Date
Category:Officers
Date:22-09-2020
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:08-04-2020
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:26-03-2020
Appoint Person Secretary Company With Name Date
Category:Officers
Date:06-01-2020
Termination Secretary Company With Name Termination Date
Category:Officers
Date:06-01-2020
Termination Secretary Company With Name Termination Date
Category:Officers
Date:04-07-2019
Appoint Person Secretary Company With Name Date
Category:Officers
Date:04-07-2019
Accounts With Accounts Type Full
Category:Accounts
Date:09-04-2019
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:29-03-2019
Change Sail Address Company With Old Address New Address
Category:Address
Date:28-03-2019
Change Person Director Company With Change Date
Category:Officers
Date:07-03-2019
Termination Director Company With Name Termination Date
Category:Officers
Date:07-03-2019
Risk Assessment
very low risk
International Score
Future Factor
excellent
Performance Rating
Accounts
Typetotal exemption full
Due Date30/09/2026
Filing Date17/09/2025
Latest Accounts31/12/2024
Trading Addresses
1St Floor 30 Old Broad Street, London, EC2N1HTRegistered
20 Aldermanbury, London, EC2V7HY
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