Company
The Personal Finance Society
Official record Companies House · updated 27th September 2026 · Sources
Network
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Who leads it
- Adam John HarperDirector · since 2026
- Dr Alan Geoffrey WhittleDirector · since 2026
- Roger JacksonDirector · since 2025
- Ian Michael CallaghanDirector · since 2025
- Kathryn Elizabeth GannonDirector · since 2025
- Craig PalfreyDirector · since 2025
- Matthew James HillDirector · since 2024
- Michael Paul CraneDirector · since 2024
- Edward Spencer GrantDirector · since 2023
- Carla Anne BrownDirector · since 2023
Previous officers 63
- Trevor Joseph Edwards 2024-2025 View profile
- Gillian Lesley White 2024-2025 View profile
- Mathew Lee Mallett 2024-2025 View profile
- Christine Anne Elliott 2024-2025 View profile
- Piers White 2024-2024 View profile
- Deborah Elizabeth Mitchell 2024-2025 View profile
- Ben Howard Wright 2024-2025 View profile
- Andrew Mark Briscoe 2023-2023 View profile
- Catharine Jane Seddon 2023-2024 View profile
- Neil Alexander Buckley 2023-2024 View profile
- Daniel Graham Williams 2023-2025 View profile
- Azlina Kamarulzaman 2022-2023 View profile
- Neil Robert Watts 2022-2024 View profile
- Sarah Anne Howe 2022-2024 View profile
- Mark Ashley Hutchinson 2022-2023 View profile
- Anthony Ward 2021-2024 View profile
- Elizabeth Bastin 2020-2024 View profile
- Caroline Louise Stuart 2018-2023 View profile
- Vanessa Frances Barnes 2018-2023 View profile
- Rory Michael Percival 2017-2020 View profile
- Gordon Alexander Wilson 2017-2023 View profile
- Adam John Owen 2016-2021 View profile
- Sarah Joanna Lord 2016-2022 View profile
- Sian Fisher 2016-2022 View profile
- John David White 2015-2021 View profile
- Jonathan Nigel Rees 2015-2021 View profile
- Cathleen Marie Harrison 2014-2017 View profile
- Sharon Ann Sutton 2013-2018 View profile
- Keith Richards 2013-2021 View profile
- Darren Lee Garner 2012-2015 View profile
- David Glyn Thomas 2011-2017 View profile
- Nicholas James Turner 2011-2017 View profile
- David John Ingram 2010-2016 View profile
- Brendan O'Ciobhain 2010-2016 View profile
- Garry Alexander Hale 2009-2015 View profile
- Jonathon Robert Edwin Everill 2009-2013 View profile
- Teresa Marie Karuna Perchard 2009-2015 View profile
- Fay Patricia Goddard 2008-2013 View profile
- David James Monteath Thomson 2007-2016 View profile
- Simon Jeremy Holt 2007-2010 View profile
- Michael Patrick Fosberry 2007-2011 View profile
- Paul Mclauchlan Lothian 2006-2011 View profile
- Robin William O'Grady 2006-2008 View profile
- Tim Charles Eadon 2006-2008 View profile
- Scott, Alexander William, Doctor 2004-2016 View profile
- Karl William Snowden 2004-2006 View profile
- David Stephen Batchelor 2004-2007 View profile
- Peter John Williams 2004-2007 View profile
- Caroline Anne Banks 2004-2006 View profile
- Brian Steeples 2004-2006 View profile
- Andrew George Clarke 2004-2005 View profile
- Carole Patricia Nicholls 2004-2009 View profile
- Alexander Mark Ommanney 2004-2006 View profile
- John Malcolm Ellis 2004-2007 View profile
- Gillian Mary Cardy 2004-2007 View profile
- Robert John Reid 2004-2009 View profile
- Peter Nicholas Martin 2004-2012 View profile
- Robert Alan Bullivant 2004-2008 View profile
- Victoria Jane Finney 2020-2022 View profile
- Marianne Clare Wyles 2019-2019 View profile
- Caroline Sarah Lace 2018-2019 View profile
- Rowan Mark Paterson 2004-2018 View profile
- Nicola Suzanne Lines 2004-2004 View profile
Directors and secretaries as filed at Companies House.
Do you help lead this organisation? Set up its network · How it works
Public contracts won
1 contractFrom Contracts Finder and Find a Tender, the UK Government's public procurement notices, under the Open Government Licence v3.0. Matched to this organisation by company number, charity number or exact name and postcode; every figure links to its source notice.
-
Annual Agreement for Financial Advisor Activity
**CONTRACT AWARDED** Annual Agreement for Financial Adviser activity throughout the year.
About
- Incorporated
- 25/03/2004
Ownership
Owned by (3) iOwned byIndividuals and companies registered as having significant control over this company, from the Companies House PSC (persons with significant control) register. People whose ownership could not be confirmed to one individual are not listed as confirmed owners.
- Sian Fisher ceased 2022-03-31
significant influence · notified 2016-04-06 - Keith Richards ceased 2021-06-30
significant influence · notified 2016-04-06 - confirmed: also a director of this company - Chartered Insurance Institute
significant influence · notified 2016-04-06
Group
- The Personal Finance Society
is controlled by Sian Fisher
Evidence
ceased significant influence · notified 2016-04-06, ceased 2022-03-31 · source: Companies House PSC register
Ultimately controlled by Sian Fisher.
4 other companies in this group
Ownership paths are calculated from Companies House persons-with-significant-control filings. Each step shows the filed nature of control and dates; a step marked "ceased" is historical, not current.
Financials
- Net assets
- £18,583,000
- Total assets
- £18,583,000
- Cash
- £13,256,000
- Employees
- 0
- Turnover
- £8,705,000
- Profit/loss
- -£662,000
Filed as Full accounts (audit exempt).
Figures from accounts filed at Companies House (iXBRL), period ending 2024-12-31. Where turnover is absent, small and micro-entity accounts are not required to report it, so it is not shown as zero.
Board analysis
Board DNA
How this board is put together, from the Companies House officer record and Charity Commission trustee records - deterministic, no AI.iBoard compositionCounted from the dated Companies House officer record: the current directors only, past directors excluded.
10 directors on the board
- Michael Paul Crane Director · appointed 2024
- Roger Jackson Director · appointed 2025
- Carla Anne Brown Director · appointed 2023
- Edward Spencer Grant Director · appointed 2023
- Adam John Harper Director · appointed 2026
- Matthew James Hill Director · appointed 2024
- Dr Alan Geoffrey Whittle Director · appointed 2026
- Kathryn Elizabeth Gannon Director · appointed 2025
- Ian Michael Callaghan Director · appointed 2025
- Craig Palfrey Director · appointed 2025
First-time vs portfolio directors
First-time (1)
- Ian Michael Callaghan Director · appointed 2025
Portfolio (9)
- Michael Paul Crane Director · appointed 2024
- Roger Jackson Director · appointed 2025
- Carla Anne Brown Director · appointed 2023
- Edward Spencer Grant Director · appointed 2023
- Adam John Harper Director · appointed 2026
- Matthew James Hill Director · appointed 2024
- Dr Alan Geoffrey Whittle Director · appointed 2026
- Kathryn Elizabeth Gannon Director · appointed 2025
- Craig Palfrey Director · appointed 2025
Left in the last 12 months
- Gillian Lesley White Director · appointed 2024 · resigned 2025
- Deborah Elizabeth Mitchell Director · appointed 2024 · resigned 2025
Where else this board sits iWhere else this board sitsThe charitable fields these directors govern in elsewhere, by Charity Commission classification. Excludes this company and any charity it is the legal face of.
The sectors these directors govern in elsewhere. This company, and any charity it is the legal face of, are excluded - counting them would just tell you what you are already looking at.
Sources
Official record from Companies House. Governance Register calculates the connections.
Record details
- Company number
- 05084125
- Status
- Active
- Type
- PRI/LBG/NSC (Private, Limited by guarantee, no share capital, use of 'Limited' exemption)
- Edition
- Register edition compiled 27th September 2026
- Labels
- Official record from Companies House · Calculated derived by Governance Register.
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