The Personal Finance Society
05084125
Healthy
- Loss before tax (-10)
- Current liabilities exceed current assets (-10)
Details
Previously known as
Compliance
Last accounts
31/12/2024
total exemption full
Next accounts due
30/09/2026
Confirmation statement
Last: 08/04/2026
Due 22/04/2027
Industry
Officers
director · Since 22/06/2023
MANAGING DIRECTOR
BRITISH · ENGLAND · Age 52
Also on 2 other boards
director · Since 12/07/2023
DIRECTOR
BRITISH · ENGLAND · Age 59
Also on 1 other board
director · Since 19/06/2024
DIRECTOR
BRITISH · ENGLAND · Age 57
Also on 2 other boards
director · Since 30/09/2024
DIRECTOR
BRITISH · ENGLAND · Age 56
Also on 4 other boards
director · Since 01/03/2025
CHARTERED INDEPENDENT FINANCIAL PLANNER
BRITISH · ENGLAND · Age 54
Also on 1 other board
director · Since 01/03/2025
CERTIFIED FINANCIAL PLANNER
BRITISH · WALES · Age 48
Also on 7 other boards
director · Since 18/03/2025
CHARTERED INSURANCE PRACTITIONER
WELSH · WALES · Age 64
Former
corporate nominee secretary · Resigned 22/07/2004
secretary · Resigned 22/10/2004
director · Resigned 30/09/2005
director · Resigned 01/11/2006
director · Resigned 05/01/2007
director · Resigned 14/06/2007
director · Resigned 30/11/2007
director · Resigned 14/03/2008
director · Resigned 30/05/2008
director · Resigned 25/11/2009
director · Resigned 20/09/2010
director · Resigned 07/09/2011
director · Resigned 07/09/2011
director · Resigned 17/06/2012
director · Resigned 08/04/2013
director · Resigned 19/09/2013
director · Resigned 15/09/2014
director · Resigned 10/09/2015
director · Resigned 15/09/2015
director · Resigned 14/09/2016
director · Resigned 14/09/2016
director · Resigned 12/06/2017
secretary · Resigned 18/07/2018
secretary · Resigned 03/07/2019
secretary · Resigned 31/12/2019
director · Resigned 07/02/2022
secretary · Resigned 15/05/2022
director · Resigned 20/09/2022
director · Resigned 21/06/2023
director · Resigned 12/07/2023
director · Resigned 12/07/2023
director · Resigned 07/12/2023
director · Resigned 01/06/2024
director · Resigned 30/09/2024
director · Resigned 30/09/2024
director · Resigned 19/12/2024
director · Resigned 04/04/2025
director · Resigned 10/04/2025
director · Resigned 08/08/2025
director · Resigned 30/11/2025
Persons with Significant Control
Chartered Insurance Institute
1st Floor, 30 Old Broad Street, London, EC2N 1HT
Reg: Rc000104 · Companies House · Royal Charter Body
Notified 06/04/2016
Former PSCs
Miss Sian Fisher
Ceased 31/03/2022
Mr Keith Richards
Ceased 30/06/2021
Change History
Active
PRI/LBG/NSC (Private, Limited by guarantee, no share capital, use of 'Limited' exemption)
1ST FLOOR
LONDON
CompanyRankvs 313+ SIC 94120 peers78
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How is this score calculated?
Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.
Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.
Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.
One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.
Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.
Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.
Key FinancialsYear ending 31/12/2024
Turnover
£8.7M
Annual revenue
Net Worth
£18.6M
Balance sheet strength
Cash
£13.3M
Cash in the bank
Profit Before Tax
-£662k
Bottom line earnings
Net Current Assets
£18.4M
Working capital
Current Assets
£21.1M
Current Liabilities
£2.7M
Fixed Assets
£172k
Debtors
£7.9M
Cost of Sales
£10.2M
Gross Profit
-£1.4M
Operating Profit
-£1.4M
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2024 | 7.82 | -£490k |
| 2023 | 8.10 | +£5.1M |
| 2020 | 6.19 | — |
Derived from filed accounts. Not audited figures.