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Activities of professional membership organizations · London

The Personal Finance Society

ActiveLatest figures: 2025Company only22 years on the register

PRI/LBG/NSC (Private, Limited by guarantee, no share capital, use of 'Limited' exemption) registered in London, classed under “Activities of professional membership organizations”.

Headline figures

FY to Dec 2025 · Company only

Turnover

For subscribers

Profit after tax

—

Not found in sources

Net assets

For subscribers

Cash

For subscribers

Employees

For subscribers

Retained reserves

For subscribers

What the numbers say

3 findings from the figures, in plain English

Written by rules from the figures on this page. Not a forecast or a credit opinion.

History

Pro
£20222023*2024*2025
Profit after tax—
Turnover
Net assets
Cash
Employees
Retained reserves

Every figure for all 4 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 sheet2022202320242025
Fixed assets
Current assets
of which debtors
of which cash
Creditors due within a year
Net current assets
Creditors due after a year
Net assets
Ratios
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

8 balance-sheet lines and 5 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.

Timeline

Checked 2026-11-02

  1. Accounts
    Total exemption full accounts made up to 31 December 2025
  2. Address
    Registered office address changed from 1st Floor 30 Old Broad Street London EC2N 1HT England to 1st Floor 30 Old Broad Street London EC2N 1HT on 26 May 2026
  3. Address
    Register inspection address has been changed (and 2 more like it since 28 March 2019)
  4. Ownership
    Change of details for Chartered Insurance Institute as a person with significant control on 26 February 2026
  5. Directors
    Appointment of Mr Adam John Harper as a director on 5 March 2026
  6. Directors
    Appointment of Dr Alan Geoffrey Whittle as a director on 2 March 2026
  7. Address
    Registered office address changed from 3rd Floor 20 Fenchurch Street London EC3M 3BY England to 1st Floor 30 Old Broad Street London EC2N 1HT on 3 March 2026
  8. Directors
    Termination of appointment of Gillian Lesley White as a director on 31 December 2025
  9. Directors
    Appointment of Mr Roger Jackson as a director on 1 December 2025
  10. Directors
    Termination of appointment of Deborah Elizabeth Mitchell as a director on 30 November 2025
  11. Accounts
    Total exemption full accounts made up to 31 December 2024
  12. Directors
    Termination of appointment of Trevor Joseph Edwards as a director on 8 August 2025
  13. 27 earlier
    1. Directors
      Termination of appointment of Daniel Graham Williams as a director on 19 May 2025
    2. Directors
      Termination of appointment of Ben Howard Wright as a director on 19 May 2025
    3. Directors
      Termination of appointment of Christine Anne Elliott as a director on 10 April 2025
    4. Directors
      Termination of appointment of Mathew Lee Mallett as a director on 4 April 2025
    5. Directors
      Appointment of Mr Ian Michael Callaghan as a director on 18 March 2025
    6. Directors
      Appointment of Mrs Kathryn Elizabeth Gannon as a director on 1 March 2025
    7. Directors
      Appointment of Mr Craig Palfrey as a director on 1 March 2025
    8. Directors
      Termination of appointment of Elizabeth Bastin as a director on 19 December 2024
    9. Directors
      Termination of appointment of Anthony Ward as a director on 11 October 2024
    10. Accounts
      Amended accounts for a small company made up to 31 December 2023
    11. Directors
      Director's details changed for Mr Trevor Edwards on 30 September 2024
    12. Directors
      Appointment of Mr Matthew Hill as a director on 30 September 2024
    13. Directors
      Director's details changed for Ms Gilliam Lesley White on 1 October 2024
    14. Directors
      Appointment of Ms Christine Anne Elliott as a director on 19 September 2024
    15. Directors
      Appointment of Mr Mathew Lee Mallett as a director on 30 September 2024
    16. Directors
      Appointment of Mr Trevor Edwards as a director on 30 September 2024
    17. Directors
      Appointment of Ms Gilliam Lesley White as a director on 30 September 2024
    18. Directors
      Termination of appointment of Piers White as a director on 18 September 2024
    19. Directors
      Termination of appointment of Neil Robert Watts as a director on 30 September 2024
    20. Directors
      Termination of appointment of Sarah Anne Howe as a director on 30 September 2024
    21. Directors
      Termination of appointment of Catharine Jane Seddon as a director on 30 September 2024
    22. Directors
      Termination of appointment of Neil Alexander Buckley as a director on 30 September 2024
    23. Accounts
      Total exemption full accounts made up to 31 December 2023
    24. Directors
      Director's details changed for Mrs Debbie Mitchell on 27 June 2024
    25. Directors
      Appointment of Mr Michael Paul Crane as a director on 19 June 2024
    26. Directors
      Termination of appointment of Gillian Lesley White as a director on 19 June 2024
    27. Directors
      Appointment of Mrs Gillian Lesley White as a director on 1 June 2024

From the Companies House filing history. Routine confirmation statements are left out, and a run of the same filing is shown once.

Questions people ask

›What does The Personal Finance Society do?

PRI/LBG/NSC (Private, Limited by guarantee, no share capital, use of 'Limited' exemption) registered in London, classed under “Activities of professional membership organizations”.

›How much turnover does The Personal Finance Society make?

Answered in the full report

›Is The Personal Finance Society profitable?

We haven't found a profit figure in The Personal Finance Society's latest filed accounts.

›How many people work at The Personal Finance Society?

Answered in the full report

›Who runs and owns The Personal Finance Society?

Its directors are Carla Anne Brown, Ian Michael Callaghan, Michael Paul Crane, Kathryn Elizabeth Gannon, Edward Spencer Grant and 5 more. Its owners are shown to subscribers.

›Where is The Personal Finance Society based?

Its registered office is 1st Floor, 30 Old Broad Street, London, EC2N 1HT, in London.

›When was The Personal Finance Society founded?

The Personal Finance Society was incorporated on 25 March 2004.

›Is The Personal Finance Society still trading?

The register lists The Personal Finance Society as active.

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