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The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Parent entities and officers
Active 10
  • 1
    White, Gillian Lesley
    Born in January 1967
    Individual (7 offsprings)
    Officer
    icon of calendar 2024-09-30 ~ now
    OF - Director → CIF 0
  • 2
    Crane, Michael Paul
    Born in September 1968
    Individual (3 offsprings)
    Officer
    icon of calendar 2024-06-19 ~ now
    OF - Director → CIF 0
  • 3
    Palfrey, Craig
    Born in August 1977
    Individual (11 offsprings)
    Officer
    icon of calendar 2025-03-01 ~ now
    OF - Director → CIF 0
  • 4
    Grant, Edward Spencer
    Born in December 1966
    Individual (2 offsprings)
    Officer
    icon of calendar 2023-07-12 ~ now
    OF - Director → CIF 0
  • 5
    Hill, Matthew
    Born in August 1969
    Individual (1 offspring)
    Officer
    icon of calendar 2024-09-30 ~ now
    OF - Director → CIF 0
  • 6
    Mitchell, Deborah Elizabeth
    Born in March 1967
    Individual (3 offsprings)
    Officer
    icon of calendar 2024-06-01 ~ now
    OF - Director → CIF 0
  • 7
    Brown, Carla Anne
    Born in September 1973
    Individual (4 offsprings)
    Officer
    icon of calendar 2023-06-22 ~ now
    OF - Director → CIF 0
  • 8
    Callaghan, Ian Michael
    Born in July 1961
    Individual (1 offspring)
    Officer
    icon of calendar 2025-03-18 ~ now
    OF - Director → CIF 0
  • 9
    Gannon, Kathryn Elizabeth
    Born in June 1972
    Individual (2 offsprings)
    Officer
    icon of calendar 2025-03-01 ~ now
    OF - Director → CIF 0
  • 10
    icon of address3rd Floor, 20 Fenchurch Street, London, England
    Active Corporate (6 offsprings)
    Person with significant control
    icon of calendar 2016-04-06 ~ now
    PE - Has significant influence or control → CIF 0
Ceased 65
  • 1
    White, Gillian Lesley
    Director born in January 1967
    Individual (7 offsprings)
    Officer
    icon of calendar 2022-02-07 ~ 2023-07-12
    OF - Director → CIF 0
    icon of calendar 2024-06-01 ~ 2024-06-19
    OF - Director → CIF 0
  • 2
    Richards, Keith
    Chief Executive born in January 1961
    Individual (1 offspring)
    Officer
    icon of calendar 2013-05-07 ~ 2021-06-30
    OF - Director → CIF 0
    Mr Keith Richards
    Born in January 1961
    Individual (1 offspring)
    Person with significant control
    icon of calendar 2016-04-06 ~ 2021-06-30
    PE - Has significant influence or control → CIF 0
  • 3
    Mallett, Mathew Lee
    Director born in March 1969
    Individual (4 offsprings)
    Officer
    icon of calendar 2024-09-30 ~ 2025-04-04
    OF - Director → CIF 0
  • 4
    Holt, Simon Jeremy
    Company Director born in December 1960
    Individual (7 offsprings)
    Officer
    icon of calendar 2007-11-12 ~ 2010-09-20
    OF - Director → CIF 0
  • 5
    Snowden, Karl William
    Public Affairs born in April 1952
    Individual
    Officer
    icon of calendar 2004-08-19 ~ 2006-05-12
    OF - Director → CIF 0
  • 6
    Howe, Sarah Anne
    Charity Volunteer born in May 1965
    Individual (2 offsprings)
    Officer
    icon of calendar 2022-12-21 ~ 2024-09-30
    OF - Director → CIF 0
  • 7
    Martin, Peter Nicholas
    Finance Director born in January 1952
    Individual
    Officer
    icon of calendar 2004-07-22 ~ 2012-06-17
    OF - Director → CIF 0
  • 8
    Watts, Neil Robert
    Education Regulation born in December 1951
    Individual
    Officer
    icon of calendar 2022-12-21 ~ 2024-09-30
    OF - Director → CIF 0
  • 9
    Lord, Sarah Joanna
    Managing Director born in March 1977
    Individual (12 offsprings)
    Officer
    icon of calendar 2016-09-14 ~ 2022-09-20
    OF - Director → CIF 0
  • 10
    O'grady, Robin William
    Director born in October 1952
    Individual
    Officer
    icon of calendar 2006-11-01 ~ 2008-11-11
    OF - Director → CIF 0
  • 11
    Paterson, Rowan Mark
    Individual (2 offsprings)
    Officer
    icon of calendar 2004-09-03 ~ 2018-07-18
    OF - Secretary → CIF 0
  • 12
    Stuart, Caroline Louise
    Chartered Financial Planner born in April 1975
    Individual
    Officer
    icon of calendar 2018-09-17 ~ 2023-01-05
    OF - Director → CIF 0
  • 13
    Ingram, David John
    Born in July 1958
    Individual (1 offspring)
    Officer
    icon of calendar 2010-09-20 ~ 2016-09-14
    OF - Director → CIF 0
  • 14
    Edwards, Trevor Joseph
    Director born in September 1974
    Individual (1 offspring)
    Officer
    icon of calendar 2024-09-30 ~ 2025-08-08
    OF - Director → CIF 0
  • 15
    White, Piers
    Non-Executive Director born in March 1962
    Individual
    Officer
    icon of calendar 2024-06-01 ~ 2024-09-18
    OF - Director → CIF 0
  • 16
    O'ciobhain, Brendan
    Born in December 1959
    Individual (6 offsprings)
    Officer
    icon of calendar 2010-09-20 ~ 2016-09-14
    OF - Director → CIF 0
  • 17
    Owen, Adam John
    Head Of Operational Compliance born in November 1973
    Individual (6 offsprings)
    Officer
    icon of calendar 2016-09-14 ~ 2021-04-25
    OF - Director → CIF 0
  • 18
    Hutchinson, Mark Ashley
    Director born in December 1968
    Individual
    Officer
    icon of calendar 2022-02-07 ~ 2023-07-12
    OF - Director → CIF 0
  • 19
    Williams, Daniel Graham
    Financial Adviser born in September 1988
    Individual (4 offsprings)
    Officer
    icon of calendar 2023-06-22 ~ 2025-05-19
    OF - Director → CIF 0
  • 20
    Sutton, Sharon Ann
    Managing Director born in April 1966
    Individual
    Officer
    icon of calendar 2013-09-19 ~ 2018-09-17
    OF - Director → CIF 0
  • 21
    Williams, Peter John
    Head Of Industry Development born in October 1954
    Individual
    Officer
    icon of calendar 2004-08-19 ~ 2007-11-12
    OF - Director → CIF 0
  • 22
    Thomson, David James Monteath
    Director born in April 1963
    Individual (1 offspring)
    Officer
    icon of calendar 2007-12-01 ~ 2016-08-05
    OF - Director → CIF 0
  • 23
    Kamarulzaman, Azlina
    Director born in January 1974
    Individual (1 offspring)
    Officer
    icon of calendar 2022-12-21 ~ 2023-07-12
    OF - Director → CIF 0
  • 24
    Bastin, Elizabeth
    Risk And Regulatory Advisory Vp born in December 1985
    Individual (2 offsprings)
    Officer
    icon of calendar 2020-10-01 ~ 2024-12-19
    OF - Director → CIF 0
  • 25
    Everill, Jonathon Robert Edwin
    Born in May 1968
    Individual (3 offsprings)
    Officer
    icon of calendar 2009-11-25 ~ 2013-09-19
    OF - Director → CIF 0
  • 26
    Perchard, Teresa Marie Karuna
    Charity Worker born in August 1961
    Individual (1 offspring)
    Officer
    icon of calendar 2009-03-19 ~ 2015-03-18
    OF - Director → CIF 0
  • 27
    Ommanney, Alexander Mark
    Chief Executive born in April 1953
    Individual
    Officer
    icon of calendar 2004-08-04 ~ 2006-03-31
    OF - Director → CIF 0
  • 28
    Cardy, Gillian Mary
    Financial Planner born in January 1965
    Individual (3 offsprings)
    Officer
    icon of calendar 2004-08-04 ~ 2007-06-14
    OF - Director → CIF 0
  • 29
    Goddard, Fay Patricia
    Ceo born in June 1951
    Individual (1 offspring)
    Officer
    icon of calendar 2008-07-14 ~ 2013-04-08
    OF - Director → CIF 0
  • 30
    Rees, Jonathan Nigel
    Company Director born in September 1955
    Individual (3 offsprings)
    Officer
    icon of calendar 2015-03-18 ~ 2021-09-14
    OF - Director → CIF 0
  • 31
    Nicholls, Carole Patricia
    Ifa born in March 1944
    Individual (3 offsprings)
    Officer
    icon of calendar 2004-08-04 ~ 2009-11-25
    OF - Director → CIF 0
  • 32
    Fisher, Sian
    Ceo born in April 1963
    Individual (9 offsprings)
    Officer
    icon of calendar 2016-03-23 ~ 2022-02-07
    OF - Director → CIF 0
    Miss Sian Fisher
    Born in April 1963
    Individual (9 offsprings)
    Person with significant control
    icon of calendar 2016-04-06 ~ 2022-03-31
    PE - Has significant influence or control → CIF 0
  • 33
    Lothian, Paul Mclauchlan
    Ifa born in March 1968
    Individual (5 offsprings)
    Officer
    icon of calendar 2006-11-01 ~ 2011-09-07
    OF - Director → CIF 0
  • 34
    Reid, Robert John
    Ifa born in March 1956
    Individual (7 offsprings)
    Officer
    icon of calendar 2004-08-04 ~ 2009-11-25
    OF - Director → CIF 0
  • 35
    Percival, Rory Michael
    Company Director born in January 1964
    Individual
    Officer
    icon of calendar 2017-09-18 ~ 2020-09-16
    OF - Director → CIF 0
  • 36
    Barnes, Vanessa Frances
    Chartered Financial Planner born in August 1961
    Individual (4 offsprings)
    Officer
    icon of calendar 2018-09-17 ~ 2023-06-21
    OF - Director → CIF 0
  • 37
    Turner, Nicholas James
    Director Of Uk Partnerships - Axa Uk born in July 1967
    Individual (5 offsprings)
    Officer
    icon of calendar 2011-09-07 ~ 2017-09-18
    OF - Director → CIF 0
  • 38
    Wyles, Marianne Clare
    Individual (2 offsprings)
    Officer
    icon of calendar 2019-07-04 ~ 2019-12-31
    OF - Secretary → CIF 0
  • 39
    Grant, Edward Spencer
    Chartered Financial Planner born in December 1966
    Individual (2 offsprings)
    Officer
    icon of calendar 2008-11-11 ~ 2014-09-15
    OF - Director → CIF 0
  • 40
    Eadon, Tim Charles
    Chief Executive Officer born in June 1961
    Individual (3 offsprings)
    Officer
    icon of calendar 2006-06-05 ~ 2008-05-30
    OF - Director → CIF 0
  • 41
    Ellis, John Malcolm
    Public Affair born in November 1937
    Individual
    Officer
    icon of calendar 2004-08-04 ~ 2007-11-30
    OF - Director → CIF 0
  • 42
    Wilson, Gordon Alexander
    Managing Director born in June 1968
    Individual (4 offsprings)
    Officer
    icon of calendar 2017-09-18 ~ 2023-06-21
    OF - Director → CIF 0
  • 43
    Batchelor, David Stephen
    Ifa born in October 1963
    Individual (15 offsprings)
    Officer
    icon of calendar 2004-08-19 ~ 2007-01-05
    OF - Director → CIF 0
  • 44
    Banks, Caroline Anne
    Financial Advisor born in December 1951
    Individual (1 offspring)
    Officer
    icon of calendar 2004-08-19 ~ 2006-11-01
    OF - Director → CIF 0
  • 45
    Finney, Victoria Jane
    Individual
    Officer
    icon of calendar 2020-01-01 ~ 2022-05-15
    OF - Secretary → CIF 0
  • 46
    Lace, Caroline Sarah
    Individual
    Officer
    icon of calendar 2018-07-18 ~ 2019-07-03
    OF - Secretary → CIF 0
  • 47
    Briscoe, Andrew Mark
    Director born in March 1960
    Individual (1 offspring)
    Officer
    icon of calendar 2023-07-12 ~ 2023-12-07
    OF - Director → CIF 0
  • 48
    Wright, Ben Howard
    Non-Executive Director born in March 1982
    Individual (7 offsprings)
    Officer
    icon of calendar 2024-02-20 ~ 2025-05-19
    OF - Director → CIF 0
  • 49
    Hale, Garry Alexander
    Independent Financial Adviser born in March 1973
    Individual (1 offspring)
    Officer
    icon of calendar 2009-11-25 ~ 2015-09-15
    OF - Director → CIF 0
  • 50
    Fosberry, Michael Patrick
    Financial Services born in August 1952
    Individual
    Officer
    icon of calendar 2007-11-12 ~ 2011-09-07
    OF - Director → CIF 0
  • 51
    Buckley, Neil Alexander
    Director born in August 1963
    Individual
    Officer
    icon of calendar 2023-07-12 ~ 2024-09-30
    OF - Director → CIF 0
  • 52
    Lines, Nicola Suzanne
    Company Secretary
    Individual
    Officer
    icon of calendar 2004-07-22 ~ 2004-10-22
    OF - Secretary → CIF 0
  • 53
    Seddon, Catharine Jane
    Director born in September 1962
    Individual (1 offspring)
    Officer
    icon of calendar 2023-07-12 ~ 2024-09-30
    OF - Director → CIF 0
  • 54
    Harrison, Cathleen Marie
    Born in January 1983
    Individual (8 offsprings)
    Officer
    icon of calendar 2014-09-15 ~ 2017-06-12
    OF - Director → CIF 0
  • 55
    Ward, Anthony
    Director born in April 1983
    Individual (1 offspring)
    Officer
    icon of calendar 2021-09-15 ~ 2024-10-11
    OF - Director → CIF 0
  • 56
    Garner, Darren Lee
    Finance Director born in September 1971
    Individual
    Officer
    icon of calendar 2012-06-19 ~ 2015-09-10
    OF - Director → CIF 0
  • 57
    Thomas, David Glyn
    Joint Managing Partner born in April 1958
    Individual (6 offsprings)
    Officer
    icon of calendar 2011-09-07 ~ 2017-09-18
    OF - Director → CIF 0
  • 58
    Clarke, Andrew George
    Accountant born in November 1965
    Individual (5 offsprings)
    Officer
    icon of calendar 2004-08-04 ~ 2005-09-30
    OF - Director → CIF 0
  • 59
    Scott, Alexander William, Doctor
    Man Director born in March 1956
    Individual
    Officer
    icon of calendar 2004-08-26 ~ 2016-02-18
    OF - Director → CIF 0
  • 60
    White, John David
    Chief Operating Officer born in November 1966
    Individual (13 offsprings)
    Officer
    icon of calendar 2015-09-15 ~ 2021-09-14
    OF - Director → CIF 0
  • 61
    Elliott, Christine Anne
    Director born in October 1954
    Individual (2 offsprings)
    Officer
    icon of calendar 2023-07-12 ~ 2024-06-01
    OF - Director → CIF 0
    icon of calendar 2024-09-19 ~ 2025-04-10
    OF - Director → CIF 0
  • 62
    Steeples, Brian
    Ifa born in March 1960
    Individual (1 offspring)
    Officer
    icon of calendar 2004-08-04 ~ 2006-11-01
    OF - Director → CIF 0
  • 63
    Bullivant, Robert Alan
    Managing Director born in March 1950
    Individual
    Officer
    icon of calendar 2004-07-22 ~ 2008-03-14
    OF - Director → CIF 0
  • 64
    icon of address26, Church Street, London
    Dissolved Corporate (4 parents, 9 offsprings)
    Equity (Company account)
    2 GBP2022-12-31
    Officer
    2004-03-25 ~ 2004-07-22
    PE - Nominee Director → CIF 0
    2004-03-25 ~ 2004-07-22
    PE - Nominee Secretary → CIF 0
  • 65
    icon of address1, Mitchell Lane, Bristol, Avon
    Dissolved Corporate (4 parents, 14 offsprings)
    Equity (Company account)
    100 GBP2022-12-31
    Officer
    2004-03-25 ~ 2004-07-22
    PE - Nominee Director → CIF 0
parent relation
Company in focus

THE PERSONAL FINANCE SOCIETY

Previous names
DOUBLENEED LIMITED - 2004-09-07
THE PERSONAL FINANCE SOCIETY LIMITED - 2005-01-27
Standard Industrial Classification
94120 - Activities Of Professional Membership Organisations
Brief company account
Turnover/Revenue
8,705,000 GBP2024-01-01 ~ 2024-12-31
8,633,000 GBP2023-01-01 ~ 2023-12-31
Cost of Sales
-10,155,000 GBP2024-01-01 ~ 2024-12-31
-8,960,000 GBP2023-01-01 ~ 2023-12-31
Gross Profit/Loss
-1,450,000 GBP2024-01-01 ~ 2024-12-31
-327,000 GBP2023-01-01 ~ 2023-12-31
Operating Profit/Loss
-1,450,000 GBP2024-01-01 ~ 2024-12-31
-327,000 GBP2023-01-01 ~ 2023-12-31
Other Interest Receivable/Similar Income (Finance Income)
788,000 GBP2024-01-01 ~ 2024-12-31
449,000 GBP2023-01-01 ~ 2023-12-31
Profit/Loss on Ordinary Activities Before Tax
-662,000 GBP2024-01-01 ~ 2024-12-31
122,000 GBP2023-01-01 ~ 2023-12-31
Intangible Assets
172,000 GBP2024-12-31
0 GBP2023-12-31
Fixed Assets
172,000 GBP2024-12-31
0 GBP2023-12-31
Debtors
7,853,000 GBP2024-12-31
8,959,000 GBP2023-12-31
Cash at bank and in hand
13,256,000 GBP2024-12-31
12,802,000 GBP2023-12-31
Current Assets
21,109,000 GBP2024-12-31
21,761,000 GBP2023-12-31
Net Current Assets/Liabilities
18,411,000 GBP2024-12-31
19,073,000 GBP2023-12-31
Total Assets Less Current Liabilities
18,583,000 GBP2024-12-31
19,073,000 GBP2023-12-31
Net Assets/Liabilities
18,583,000 GBP2024-12-31
19,073,000 GBP2023-12-31
Equity
Retained earnings (accumulated losses)
18,583,000 GBP2024-12-31
19,073,000 GBP2023-12-31
Equity
18,583,000 GBP2024-12-31
19,073,000 GBP2023-12-31
Average Number of Employees
02024-01-01 ~ 2024-12-31
02023-01-01 ~ 2023-12-31
Intangible Assets - Gross Cost
Other than goodwill
172,000 GBP2024-12-31
0 GBP2023-12-31
Intangible Assets - Gross Cost
172,000 GBP2024-12-31
0 GBP2023-12-31
Intangible Assets - Accumulated Amortisation & Impairment
Other than goodwill
0 GBP2024-12-31
0 GBP2023-12-31
Intangible Assets - Accumulated Amortisation & Impairment
0 GBP2024-12-31
0 GBP2023-12-31
Intangible Assets
Other than goodwill
172,000 GBP2024-12-31
0 GBP2023-12-31
Trade Debtors/Trade Receivables
7,853,000 GBP2024-12-31
8,959,000 GBP2023-12-31
Trade Creditors/Trade Payables
Amounts falling due within one year
2,698,000 GBP2024-12-31
2,688,000 GBP2023-12-31
  • THE PERSONAL FINANCE SOCIETY
    Info
    DOUBLENEED LIMITED - 2004-09-07
    THE PERSONAL FINANCE SOCIETY LIMITED - 2004-09-07
    Registered number 05084125
    icon of address3rd Floor 20 Fenchurch Street, London EC3M 3BY
    PRIVATE LIMITED COMPANY BY GUARANTEE WITHOUT SHARE CAPITAL USE OF 'LIMITED' EXEMPTION incorporated on 2004-03-25 (21 years 9 months). The company status is Active.
    The last date of confirmation statement was made at 2025-04-08
    CIF 0
child relation
Offspring entities and appointments
Active 0
  • Not found in our database.

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Contains public sector information retrieved at 12 November 2025 and licensed under the Open Government Licence v3.0.