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Companies/05084125

The Personal Finance Society

Activities of professional membership organizations · London

ActiveUnited KingdomIncorporated 2004Private, Limited by guarantee, no share capital, use of 'Limited' exemption
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Ownership evidence

Reported ownership and control rights in this business, with source dates.

Reported ownership & control

1 without an end date · 2 ceased
Chartered Insurance InstituteCorporate
Significant influence or control

Notified 2016-04-06 · No cessation recorded

Source record 130175152
Show 2 ceased records
SF
Miss Sian FisherIndividual
Significant influence or control

Notified 2016-04-06 · Ceased 2022-03-31

Source record 121416946
KR
Mr Keith RichardsIndividual
Significant influence or control

Notified 2016-04-06 · Ceased 2021-06-30

Source record 121416948

People behind the business

Current appointments and the wider business interests of each person.

Appointments

10 current · 70 historical
AH
Adam HarperCurrent director
Appointed 2026-03-05
+1 other
AW
Alan Geoffrey WhittleCurrent director
Appointed 2026-03-02
RJ
Roger JacksonCurrent director
Appointed 2025-12-01
+4 others
IC
Ian Michael CallaghanCurrent director
Appointed 2025-03-18 · 1 yr · Chartered Insurance Practitioner
KG
Kathryn GannonCurrent director
Appointed 2025-03-01 · 1 yr · Chartered Independent Financial Planner
+1 other
CP
Craig PalfreyCurrent director
Appointed 2025-03-01 · 1 yr · Certified Financial Planner
+9 others
MH
Matthew HillCurrent director
Appointed 2024-09-30 · 2 yrs · Director
+4 others
MC
Michael CraneCurrent director
Appointed 2024-06-19 · 2 yrs · Director
+2 others
EG
Edward GrantCurrent director
Appointed 2023-07-12 · 3 yrs · Director
+1 other
CB
Carla BrownCurrent director
Appointed 2023-06-22 · 3 yrs · Managing Director
+2 others
Show 70 historical appointments
GW
Gillian WhiteResigned director
Resigned 2024-09-30 · 1 yr · Director
MM
Mathew MallettResigned director
Resigned 2024-09-30 · Director
TE
Trevor EdwardsResigned director
Resigned 2024-09-30 · Director
CE
Christine ElliottResigned director
Resigned 2024-09-19 · Director
PW
Piers WhiteResigned director
Resigned 2024-06-01 · Non-Executive Director
DM
Deborah MitchellResigned director
Resigned 2024-06-01 · 1 yr · Director
BW
Ben WrightResigned director
Resigned 2024-02-20 · 1 yr · Non-Executive Director
NB
Neil BuckleyResigned director
Resigned 2023-07-12 · 1 yr · Director
AB
Andrew BriscoeResigned director
Resigned 2023-07-12 · Director
CS
Catharine SeddonResigned director
Resigned 2023-07-12 · 1 yr · Director
DW
Daniel WilliamsResigned director
Resigned 2023-06-22 · 1 yr · Financial Adviser
AK
Azlina KamarulzamanResigned director
Resigned 2022-12-21 · Director
SH
Sarah HoweResigned director
Resigned 2022-12-21 · 1 yr · Charity Volunteer
NW
Neil WattsResigned director
Resigned 2022-12-21 · 1 yr · Education Regulation
MH
Mark HutchinsonResigned director
Resigned 2022-02-07 · 1 yr · Director
AW
Anthony WardResigned director
Resigned 2021-09-15 · 3 yrs · Director
EB
Elizabeth BastinResigned director
Resigned 2020-10-01 · 4 yrs · Risk And Regulatory Advisory Vp
VF
Victoria FinneyResigned secretary
Resigned 2020-01-01 · 2 yrs
MW
Marianne WylesResigned secretary
Resigned 2019-07-04
CS
Caroline StuartResigned director
Resigned 2018-09-17 · 4 yrs · Chartered Financial Planner
VB
Vanessa BarnesResigned director
Resigned 2018-09-17 · 4 yrs · Chartered Financial Planner
CL
Caroline LaceResigned secretary
Resigned 2018-07-18
GW
Gordon WilsonResigned director
Resigned 2017-09-18 · 5 yrs · Managing Director
RP
Rory PercivalResigned director
Resigned 2017-09-18 · 2 yrs · Company Director
SL
Sarah LordResigned director
Resigned 2016-09-14 · 6 yrs · Managing Director
AO
Adam OwenResigned director
Resigned 2016-09-14 · 4 yrs · Head Of Operational Compliance
SF
Sian FisherResigned director
Resigned 2016-03-23 · 5 yrs · Ceo
JW
John WhiteResigned director
Resigned 2015-09-15 · 5 yrs · Chief Operating Officer
JR
Jonathan ReesResigned director
Resigned 2015-03-18 · 6 yrs · Company Director
CH
Cathleen HarrisonResigned director
Resigned 2014-09-15 · 2 yrs · None
SS
Sharon SuttonResigned director
Resigned 2013-09-19 · 4 yrs · Managing Director
KR
Keith RichardsResigned director
Resigned 2013-05-07 · 8 yrs · Chief Executive
DG
Darren GarnerResigned director
Resigned 2012-06-19 · 3 yrs · Finance Director
NT
Nicholas TurnerResigned director
Resigned 2011-09-07 · 6 yrs · Director Of UK Partnerships - Axa UK
DT
David ThomasResigned director
Resigned 2011-09-07 · 6 yrs · Joint Managing Partner
DI
David IngramResigned director
Resigned 2010-09-20 · 5 yrs · None
BO
Brendan O CiobhainResigned director
Resigned 2010-09-20 · 5 yrs · None
JE
Jonathon EverillResigned director
Resigned 2009-11-25 · 3 yrs · None
GH
Garry HaleResigned director
Resigned 2009-11-25 · 5 yrs · Independent Financial Adviser
TP
Teresa PerchardResigned director
Resigned 2009-03-19 · 5 yrs · Charity Worker
EG
Edward GrantResigned director
Resigned 2008-11-11 · 5 yrs · Chartered Financial Planner
FW
Fay WilliamsResigned director
Resigned 2008-07-14 · 4 yrs · Ceo
DT
David ThomsonResigned director
Resigned 2007-12-01 · 8 yrs · Director
MF
Michael FosberryResigned director
Resigned 2007-11-12 · 3 yrs · Financial Services
SH
Simon HoltResigned director
Resigned 2007-11-12 · 2 yrs · Company Director
RO
Robin O GradyResigned director
Resigned 2006-11-01 · 2 yrs · Director
PL
Paul LothianResigned director
Resigned 2006-11-01 · 4 yrs · Ifa
TE
Tim EadonResigned director
Resigned 2006-06-05 · 1 yr · Chief Executive Officer
RP
Rowan PatersonResigned secretary
Resigned 2004-09-03 · 13 yrs
AS
Alexander ScottResigned director
Resigned 2004-08-26 · 11 yrs · Man Director
KS
Karl SnowdenResigned director
Resigned 2004-08-19 · 1 yr · Public Affairs
PW
Peter WilliamsResigned director
Resigned 2004-08-19 · 3 yrs · Head Of Industry Development
DB
David BatchelorResigned director
Resigned 2004-08-19 · 2 yrs · Ifa
CB
Caroline BanksResigned director
Resigned 2004-08-19 · 2 yrs · Financial Advisor
AO
Alexander OmmanneyResigned director
Resigned 2004-08-04 · 1 yr · Chief Executive
JE
John EllisResigned director
Resigned 2004-08-04 · 3 yrs · Public Affair
AC
Andrew ClarkeResigned director
Resigned 2004-08-04 · 1 yr · Accountant
GC
Gillian CardyResigned director
Resigned 2004-08-04 · 2 yrs · Financial Planner
BS
Brian SteeplesResigned director
Resigned 2004-08-04 · 2 yrs · Ifa
CN
Carole NichollsResigned director
Resigned 2004-08-04 · 5 yrs · Ifa
RR
Robert ReidResigned director
Resigned 2004-08-04 · 5 yrs · Ifa
PM
Peter MartinResigned director
Resigned 2004-07-22 · 7 yrs · Finance Director
NL
Nicola LinesResigned secretary
Resigned 2004-07-22 · Company Secretary
RB
Robert BullivantResigned director
Resigned 2004-07-22 · 3 yrs · Managing Director
CorpSwift Incorporations LimitedResigned directorResigned secretary
Resigned 2004-03-25
CorpInstant Companies LimitedResigned director
Resigned 2004-03-25

Board profile

People with appointments
10
Directors assessed
10
Median age
55
Under 35
0
65 and over
1
Disqualified match
None active