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Activities auxiliary to financial intermediation n.e.c. · Poole, Dorset
PFM Associates
PFM Associates Limited
Private limited company registered in Poole, classed under “Activities auxiliary to financial intermediation n.e.c.”.
Headline figures
FY to Mar 2022 · Company only
Turnover
For subscribers
Profit after tax
£601k
Net assets
For subscribers
Cash
For subscribers
Employees
For subscribers
Retained reserves
For subscribers
What the numbers say
4 findings from the figures, in plain English
Written by rules from the figures on this page. Not a forecast or a credit opinion.
History
| £ | 2020 | 2021* | 2022 |
|---|---|---|---|
| Profit after tax | £601k | ||
| Turnover | |||
| Net assets | |||
| Cash | |||
| Employees | |||
| Retained reserves |
Every figure for all 3 years
“—” means we did not find the figure in a source; it is never filled with an estimate. * Restated: the next year's accounts printed different figures for this year, and those later figures are shown.
Balance sheet and ratios
From the filed balance sheets · £
| Balance sheet | 2020 | 2021 | 2022 |
|---|---|---|---|
| Fixed assets | |||
| Current assets | |||
| of which debtors | |||
| of which cash | |||
| Creditors due within a year | |||
| Net current assets | |||
| Net assets | |||
| Ratios | |||
| Profit marginProfit after tax as a share of turnover | |||
| Return on equityProfit after tax as a share of net assets | |||
| Current ratioCurrent assets for every £1 owed within a year | |||
| Cash ratioCash for every £1 owed within a year | |||
| Creditors to assetsEverything owed to creditors as a share of fixed plus current assets | |||
| Turnover per employeeTurnover divided by average staff | |||
| Debtor daysDays of turnover owed by customers at the year end | |||
7 balance-sheet lines and 7 ratios, every year
A ratio appears only for years where every line it needs was filed. Lines are as tagged in the accounts; nothing is added up or estimated.
Questions people ask
›What does PFM Associates do?
Private limited company registered in Poole, classed under “Activities auxiliary to financial intermediation n.e.c.”. In its own words: “Chartered independent financial advisers in Poole, Dorset. Specialising in pensions, retirement, wealth management, mortgages & more. Highly rated by customers.”
›How much turnover does PFM Associates make?
Answered in the full report
›Is PFM Associates profitable?
Yes: it made a profit after tax of £601k in the year to 31 March 2022, its latest filed accounts.
›How many people work at PFM Associates?
Answered in the full report
›Where is PFM Associates based?
Its registered office is First Floor, Quay House,, 7 The Quay, Poole, Dorset, BH15 1HA, in Poole, Dorset.
›When was PFM Associates founded?
PFM Associates Limited was incorporated on 4 November 1999.
›Is PFM Associates still trading?
The register lists PFM Associates Limited as active.