# Poole Townsend Financial Services Ltd

## Details

- **Company number:** [10964550](https://find-and-update.company-information.service.gov.uk/company/10964550)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 14 Sep 2017
- **Registered office:** 69 - 75 DUKE STREET, BARROW IN FURNESS, LA14 1RP
- **Nature of business:** [70221](/sic/70221) Financial management
- **Corporate group:** [Poole Townsend Employee Ownership Trustee Limited](/group/68915) (2 companies)


## Previous names

- Poole Townsend Solicitors Ltd (until 1 Jul 2024)



## Officers

| Name | Role | Appointed | Resigned |
|---|---|---|---|
| PEARCE, Bradley | director | 18 Oct 2024 |  |
| BURROWS, Amanda Jayne | director | 18 Oct 2024 |  |
| PROCTOR, Michelle Marjorie | director | 18 Oct 2024 |  |
| ARMER, Joanne Elizabeth | director | 18 Oct 2024 |  |
| WOODWARD, Stephanie | director | 18 Oct 2024 |  |
| COPELAND, Joanne Charlotte | director | 1 Sep 2018 |  |
| ROBERTS, Trystan Bleddyn | director | 1 Sep 2018 |  |
| PEARCE, Derek William | director | 14 Sep 2017 |  |



## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Martin James Oates | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent | 14 Sep 2017 | 16 Oct 2024 |
| Mr Derek William Pearce | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent | 14 Sep 2017 | 16 Oct 2024 |
| Poole Townsend Estates Ltd | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent | 16 Oct 2024 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Jul 2025 | £963,894 | £111,752 | 36 |
| 31 Jul 2024 | £1,308,546 | £29,497 | 41 |
| 31 Jul 2023 | £479,851 | £59,969 | 42 |
| 31 Jul 2022 | £972,103 | £163,909 | 42 |
| 31 Jul 2021 | £903,253 | £12,319 | 42 |
| 31 Jul 2020 | £820,441 | £43,201 | 39 |
| 31 Jul 2019 | £457,271 | £34,073 | 39 |
| 31 Mar 2018 | £200 | - | - |



## Owned by

Poole Townsend Financial Services Ltd → [Poole Townsend Estates Ltd](/company/10960705) → [Poole Townsend Employee Ownership Trustee Limited](/company/15830649)