The Society Of Financial Advisers
Non-trading company · London
ActiveUnited KingdomIncorporated 1991Private, Limited by guarantee, no share capital, use of 'Limited' exemption
Ownership evidence
Reported ownership and control rights in this business, with source dates.
Reported ownership & control
1 without an end date · 3 ceasedChartered Insurance InstituteCorporate
Voting rights: over 75%, up to 100%
Notified 2016-04-06 · No cessation recorded
Source record 124851336Show 3 ceased records
JB
Mr John Charles BissellIndividual
Significant influence or control
Notified 2018-11-05 · Ceased 2023-02-28
Source record 126586571RP
Mr Rowan Mark PatersonIndividual
Significant influence or control
Notified 2016-08-06 · Ceased 2018-11-05
Source record 132190441SF
Ms Sian FisherIndividual
Significant influence or control
Notified 2016-05-24 · Ceased 2022-03-31
Source record 132190442People behind the business
Current appointments and the wider business interests of each person.
Appointments
1 current · 77 historicalShow 77 historical appointments
GW
Gillian WhiteResigned director
Resigned 2024-02-01 · 1 yr · Chief Customer Officer
AV
Alan VallanceResigned director
Resigned 2023-03-01 · Chief Executive
VF
Victoria FinneyResigned secretary
Resigned 2020-01-01 · 2 yrs
MW
Marianne WylesResigned secretary
Resigned 2019-07-04
JB
John BissellResigned director
Resigned 2018-11-05 · 4 yrs · Chief Operating Officer
CL
Caroline LaceResigned secretary
Resigned 2018-07-18
RP
Resigned 2016-08-05 · 2 yrs · Company Secretary/Director
SF
Sian FisherResigned director
Resigned 2016-02-17 · 6 yrs · Ceo
DG
Darren GarnerResigned director
Resigned 2012-09-04 · 3 yrs · Cii Director
DT
David ThomsonResigned director
Resigned 2008-06-25 · 8 yrs · Cii Director
AS
Alexander ScottResigned director
Resigned 2008-03-16 · 7 yrs · Ceo
PM
Peter MartinResigned director
Resigned 2004-09-27 · 3 yrs · Financial Director
NL
Nicola LinesResigned secretary
Resigned 2004-07-11 · Company Secretary
RB
Robert BullivantResigned director
Resigned 2004-02-23 · 4 yrs · Managing Director
BL
Brian LawlessResigned director
Resigned 2003-03-06 · Managing Director
GC
Gillian CardyResigned director
Resigned 2002-11-28 · 2 yrs · Financial Planner
JB
Jason ButlerResigned director
Resigned 2002-11-28 · 2 yrs · Financial Planner
BS
Brian SteeplesResigned director
Resigned 2002-11-28 · 2 yrs · Independant Financial Adviser
CN
Carole NichollsResigned director
Resigned 2002-11-28 · 2 yrs · Ifa
RR
Robert ReidResigned director
Resigned 2002-11-28 · 2 yrs · Ifa
PM
Philip McgovernResigned director
Resigned 2001-12-05 · 3 yrs · Ifa
PM
Peter MartinResigned director
Resigned 2001-10-01 · 1 yr · Accountant
LB
Lillian BoyleResigned director
Resigned 2001-09-21 · 1 yr · Director & Company Secretary
GM
Gary MaydonResigned secretary
Resigned 2001-08-28 · 2 yrs · Lawyer
LC
Lucy CourtenayResigned director
Resigned 2001-08-24 · 3 yrs · Director Qualifications
FS
Filip SlipaczekResigned director
Resigned 2000-12-01 · 3 yrs · Ifa Sole Practitioner Principa
MK
Marcelia KinsmanResigned director
Resigned 2000-12-01 · 3 yrs · Training And Business Consulta
NB
Nicholas BamfordResigned director
Resigned 2000-12-01 · 3 yrs · Independent Financial Adviser
MB
Michael BrightResigned director
Resigned 2000-09-29 · Chartered Insurer
PG
Paul GauntlettResigned director
Resigned 1999-11-24 · 1 yr · Financal Planner
PB
Philip BillinghamResigned director
Resigned 1999-11-24 · 4 yrs · Training Consultant
RB
Reginald BrownResigned director
Resigned 1999-10-08 · Lloyds Underwriter
KM
Keren MiltonResigned director
Resigned 1998-11-27 · 4 yrs · Director
JP
John PorteousResigned director
Resigned 1998-11-27 · 4 yrs · Head Of Personal Financial Pla
AG
Alistair GuyResigned director
Resigned 1998-11-27 · 3 yrs · Ifa
RA
Richard AndersonResigned director
Resigned 1998-11-27 · 4 yrs · Regional Director
TT
Tudor TaylorResigned director
Resigned 1998-11-27 · 4 yrs · Director
JS
Joanna SmithResigned director
Resigned 1998-11-27 · 4 yrs · Director Financial Services
AL
Andrew LundResigned director
Resigned 1998-10-15 · Chartered Loss Adjuster
KH
Karen HoulihanResigned secretary
Resigned 1998-01-13 · 3 yrs
DR
Resigned 1998-01-13 · Chartered Accountant
MM
Maureen MckennaResigned director
Resigned 1997-11-27 · 1 yr · Company Director
GJ
Gary JefferiesResigned director
Resigned 1997-11-27 · 5 yrs · Director
KD
Kenneth DavidsonResigned director
Resigned 1997-07-16 · 1 yr · Lawyer
BK
Bryan KellettResigned director
Resigned 1996-11-28 · 1 yr · Company Director
KT
Kenneth TimminsResigned director
Resigned 1996-11-28 · 1 yr · Financial Adviser
BL
Brian LawlessResigned director
Resigned 1996-01-11 · 3 yrs · Technical Services Director
PR
Philip RhodesResigned director
Resigned 1995-11-30 · Chartered Insurer
SI
Stephen IngledewResigned director
Resigned 1995-11-30 · 1 yr · Director
RC
Richard CockroftResigned director
Resigned 1995-11-30 · 1 yr · Financial Services Regulator
PJ
Paul JoslynResigned director
Resigned 1995-02-02 · National Development Man
KB
Keith BrassingtonResigned director
Resigned 1995-02-02 · Independent Financial Advisor
RR
Roderic RennisonResigned director
Resigned 1994-12-01 · 3 yrs · Personal Finan/Planning Consul
PS
Paul SmeeResigned director
Resigned 1994-12-01 · Trade Association Executive
SH
Stuart HicksResigned director
Resigned 1993-11-20 · 5 yrs · Manager Pensions Review
MT
Martin TuckwellResigned director
Resigned 1993-11-20 · 2 yrs · Financial Services Regulation
TE
Toby EvesResigned director
Resigned 1993-11-20 · 3 yrs · Independent Financial Adviser
GD
Graham DaveyResigned director
Resigned 1993-11-20 · 3 yrs · Marketing Manager
KM
Katherine MappResigned director
Resigned 1993-11-20 · 1 yr · Financial Advisor
PW
Peter WilliamsResigned director
Resigned 1993-11-20 · 7 yrs · Ifa Training Manager
CS
Clive SmithResigned director
Resigned 1993-11-20 · 1 yr · Independent Financial Adviser
BC
Bernard CarrollResigned director
Resigned 1992-11-28 · 5 yrs · Financial Adviser
JE
John EllisResigned director
Resigned 1992-11-28 · Professional Association Executive
BS
Brian SteeplesResigned director
Resigned 1992-11-28 · 5 yrs · Financial Adviser
IR
Ismena RooleyResigned director
Resigned 1992-11-28 · 2 yrs · Director General
RP
Rodney PalmerResigned director
Resigned 1992-11-28 · Regional Manager - South
DP
David PefferResigned director
Resigned 1992-11-28 · Company Secretary
GW
Graham WilliamsResigned director
Resigned 1992-11-28 · 5 yrs · Financial Adviser
AP
Andrew PaddickResigned director
Resigned 1992-11-28 · 2 yrs · Director General
JE
Resigned 1991-02-04 · 6 yrs · Company Sec/Dir
DB
David BlandResigned director
Resigned 1991-02-04 · 9 yrs · Director General
AT
Anthony TudorResigned director
Resigned 1991-02-04 · 10 yrs · Director Qualifications And Re
Board profile
- People with appointments
- 1
- Directors assessed
- 1
- Median age
- 57
- Under 35
- 0
- 65 and over
- 0
- Disqualified match
- None active