THE PERSONAL FINANCE SOCIETYActive
Key figures
Ratios
2025Balance sheet structure
Filed accounts2020–2025
| 2020 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|
| Turnover | 8,166,000 | 8,633,000 | 8,705,000 | 8,496,000 |
| Cash at bank and in hand | 42,000 | 12,802,000 | 13,256,000 | 15,799,000 |
| Total assets | 16,689,000 | 21,761,000 | 21,281,000 | 21,018,000 |
| Total liabilities | 2,698,000 | 2,688,000 | 2,698,000 | — |
| Net assets / total equity | 13,991,000 | 19,073,000 | 18,583,000 | 18,586,000 |
| Average number of employees | 0 | 2 | 0 | 0 |
A dash (—) means no accounts were filed for that year or the item is not in the accounts; 0 is a zero stated in the accounts. Small companies usually file only a balance sheet, so the profit and loss account is often missing.
Principal activity
Accounts 2025The Personal Finance Society (the Society or Company) is a professional body for financial advisers and associated or supporting roles. It seeks to represent the interests of the public by influencing the technical and behavioural standards of the advice profession, and collaborates with regulators, government and other interest groups.
As described in the company's latest filed accounts.
Summary: THE PERSONAL FINANCE SOCIETY
Company
THE PERSONAL FINANCE SOCIETY is a private company limited by guarantee registered with Companies House under company number 05084125. It was incorporated on 25 Mar 2004. Its status is active. The registered office is in London (EC2N). Its nature of business (SIC 2007) is activities of professional membership organizations (94120).
Accounts
The latest accounts in the database are for 2025 (period ending 31 Dec 2025); the company files small company accounts (filleted). Turnover was £8,496,000. Net assets were £18,586,000, up 0% on the previous year. Cash at bank and in hand was £15,799,000. The company had an average of 0 employees. Figures are available for 4 financial years (2020–2025).
Control and charges
One person with significant control is registered.
Filing deadlines
The next accounts are due by 30 Sep 2027. The next confirmation statement is due by 22 Apr 2027.