The Personal Finance Society
- Company number
- 05084125
- Status
- Active
- Type
- Pri/Lbg/Nsc (Private, Limited By Guarantee, No Share Capital, Use Of 'Limited' Exemption)
- Incorporated
- 25 Mar 2004
- Nature of business
- Activities of professional membership organisations
- Corporate group
- Chartered Insurance Institute (5 companies)
Registered office
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Keith Richards | Significant Influence Or Control | 6 Apr 2016 | 30 Jun 2021 |
| Miss Sian Fisher | Significant Influence Or Control | 6 Apr 2016 | 31 Mar 2022 |
| Chartered Insurance Institute | Significant Influence Or Control | 6 Apr 2016 |
Accounts
| Year ended | Turnover | Net assets | Cash | Employees |
|---|---|---|---|---|
| 31 Dec 2024 | £8,705,000 | £18,583,000 | £13,256,000 | 0 |
| 31 Dec 2023 | £8,633,000 | £19,073,000 | £12,802,000 | 2 |
| 31 Dec 2022 | - | - | - | - |
| 31 Dec 2021 | - | - | - | - |
| 31 Dec 2020 | £8,166,000 | £13,991,000 | £42,000 | 0 |
| 31 Dec 2019 | - | - | - | - |
| 31 Dec 2018 | - | - | - | - |
| 31 Dec 2017 | - | - | - | - |
| 31 Dec 2016 | - | - | - | - |
| 31 Dec 2015 | - | - | - | - |
| 31 Dec 2014 | - | - | - | - |
| 31 Dec 2013 | - | - | - | - |
| 31 Dec 2012 | - | - | - | - |
| 31 Dec 2011 | - | - | - | - |
| 31 Dec 2010 | - | - | - | - |
| 31 Dec 2009 | - | - | - | - |
| 31 Dec 2008 | - | - | - | - |
| 31 Dec 2007 | - | - | - | - |
| 31 Dec 2006 | - | - | - | - |
| 31 Dec 2005 | - | - | - | - |
| 31 Dec 2004 | - | - | - | - |
Connections
Owned by
The Personal Finance Society → Chartered Insurance Institute
Companies at the same address
- C.I.I. Enterprises Limited (01953478)
- Life Insurance Association Limited (01237835)
- The European Financial Planning Association (UK) Limited (04627247)
- The Society Of Financial Advisers (02579617)