The Personal Finance Society
Activities of professional membership organizations · London
ActiveUnited KingdomIncorporated 2004Private, Limited by guarantee, no share capital, use of 'Limited' exemption
Financial snapshot
Full financialsPeriod ended 2025-12-31GBPcompany accounts
Net assets
£18.59m+£3.00k vs 2024-12-31Cash at bank
£15.80m+£2.54m vs 2024-12-31Turnover
£8.50mLatest reporting periodEmployees
00 vs 2024-12-31Balance sheet
GBP · companyCompany record
- Company number
- 05084125
- Incorporated
- 2004-03-25
- Legal form
- Private, Limited by guarantee, no share capital, use of 'Limited' exemption
- Registered office
- 1ST FLOOR, 30 OLD BROAD STREET, LONDON, EC2N 1HT
- SIC codes
- 94120
People & control
View all10Current role holders1Control records without an end date0Outstanding security records
OfficerOther current roles
Adam Harperdirector
1Alan Geoffrey Whittledirector
0Roger Jacksondirector
4Ian Michael Callaghandirector
0Kathryn Gannondirector
1Craig Palfreydirector
9Chartered Insurance Institute
Activity timeline
- Adam Harper appointed
director
- Alan Geoffrey Whittle appointed
director
- Accounts period ended
GBP · 164 source facts
- Gillian White resigned
director
- Roger Jackson appointed
director
- Deborah Mitchell resigned
director
Connected companies
Open networkNo downstream companies resolved. Upstream control, where available, is shown in the network.
Capital & security
Public records and extracted accounts. Missing figures are unknown, not zero. Research matches are not necessarily direct awards.