# The Personal Finance Society

## Details

- **Company number:** [05084125](https://find-and-update.company-information.service.gov.uk/company/05084125)
- **Status:** Active
- **Type:** PRI/LBG/NSC (Private, Limited by guarantee, no share capital, use of 'Limited' exemption)
- **Incorporated:** 25 Mar 2004
- **Registered office:** 1ST FLOOR, 30 OLD BROAD STREET, LONDON, EC2N 1HT
- **Nature of business:** [94120](/sic/94120) Activities of professional membership organisations
- **Corporate group:** [Chartered Insurance Institute](/group/48865) (5 companies)




## 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 2020 | £8,166,000 | £13,991,000 | £42,000 | 0 |



## Owned by

The Personal Finance Society → [Chartered Insurance Institute](/company/RC000104)





## Companies at the same address

- [C.I.I. Enterprises Limited](/company/01953478) (01953478)
- [Life Insurance Association Limited](/company/01237835) (01237835)
- [The European Financial Planning Association (UK) Limited](/company/04627247) (04627247)
- [The Society Of Financial Advisers](/company/02579617) (02579617)