CompanyCore
UK company intelligence
Company profile report
Prepared 07 June 2026
THE PERSONAL FINANCE SOCIETY
05084125 · private-limited-guarant-nsc-limited-exemption · incorporated 2004-03-25
1. Company facts
- Status
- active
- Lifecycle
- 🌳 Mature — Long-running with flat or slow growth. Steady cash, limited upside.
- Jurisdiction
- england-wales
- Registered office
- 1st Floor 30 Old Broad Street, London, EC2N 1HT, England
- SIC codes
- 94120 — Activities of professional membership organisations
- Accounts next due
- 2026-09-30
- Confirmation statement next due
- 2027-04-22
2. Directors (10 active)
- BROWN, Carla Anne
- director · appointed 2023-06-22 · born 9/1973 (age 53)
- CALLAGHAN, Ian Michael
- director · appointed 2025-03-18 · born 7/1961 (age 65)
- CRANE, Michael Paul
- director · appointed 2024-06-19 · born 9/1968 (age 58)
- GANNON, Kathryn Elizabeth
- director · appointed 2025-03-01 · born 6/1972 (age 54)
- GRANT, Edward Spencer
- director · appointed 2023-07-12 · born 12/1966 (age 60)
- HARPER, Adam John
- director · appointed 2026-03-05 · born 2/1970 (age 56)
- HILL, Matthew James
- director · appointed 2024-09-30 · born 8/1969 (age 57)
- JACKSON, Roger
- director · appointed 2025-12-01 · born 5/1989 (age 37)
- PALFREY, Craig
- director · appointed 2025-03-01 · born 8/1977 (age 49)
- WHITTLE, Alan Geoffrey, Dr
- director · appointed 2026-03-02 · born 6/1980 (age 46)
3. Shareholders (1 active)
- Chartered Insurance Institute
- significant influence
4. Group structure
Chartered Insurance Institute holds 25-50% — a significant corporate investor but not a controlling parent.
- Chartered Insurance Institute
- Corporate parent
Headline verdict
- Opportunity score
- 74/100 (Strong)
- Owner dependency
- moderate — 55/100
- Red flags
- 0 high · 1 medium · 1 low