The Personal Finance Society
Active05084125Other servicesIncorporated 25 Mar 2004 · London
Professional body for financial advisers and associated or supporting roles. It represents 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.
Revenue
£8.7m
▲ +0.8% vs prior ~12m period
Profit after tax
-£662k
Margin -16.7%
Employees
0
▼ -100.0% vs prior ~12m period
Net assets
£18.6m
Total assets £21.3m
Financial history
Revenue by accounting period
3 periods available · ▲ growth ▼ decline
Dec 2022
£9.8m
Dec 2023
£8.6m▼ -11.5%
Dec 2024
£8.7m▲ +0.8%
| Period end | Revenue | Growth | Profit before tax | Employees | Net assets |
|---|---|---|---|---|---|
| 31 Dec 2024 | £8.7m | ▲ +0.8% | -£662k | 0 | £18.6m |
| 31 Dec 2023 | £8.6m | ▼ -11.5% | £122k | 2 | £19.1m |
| 31 Dec 2022 | £9.8m | — | £1.7m | 2 | £17.3m |
Latest available figures
Period ending 31 Dec 2024. “Not available” means the figure is not in the accounts we hold. We do not estimate missing figures.
Profit & loss
- Revenue
- £8.7m
- Gross profit
- -£1.4m
- Operating profit
- -£1.4m
- Profit before tax
- -£662k
- Profit after tax
- -£662k
Balance sheet
- Total assets
- £21.3m
- Cash
- £13.3m
- Total liabilities
- £2.7m
- Net assets
- £18.6m
- Revenue per employee
- Not available
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