The Society of Financial Advisers

Active02579617 Private company limited by guarantee
Incorporated
4 February 1991 (35 years)
Previously known as
The Society of Financial Advisers Limited (until 25 August 2010)
The Society of Financial Advisers (until 5 December 2008)
Industry
Non-trading company (74990)
Directors
Controlled by
Accounts type
Dormant
Region
Greater London
Address
1st Floor 30 Old Broad Street
London
EC2N 1HT

Filing status

Accounts due
30 September 2027
Last accounts
31 December 2025
Conf. stmt due
27 April 2027
Last conf. stmt
13 April 2026

Officers 1 active

Officer details are public data from the Companies House register.

Director · Appointed 1 January 2026
Also at Financial Services Skills Commission Limited, Life Insurance Association Limited, The European Financial Planning Association (UK) Limited · more companies
British
Born August 1969 (57)
Officer history (77 former)
1 January 2026
Appointed Hill, Matthew James as Director
31 December 2025
Resigned White, Gillian Lesley as Director
1 February 2024
Appointed White, Gillian Lesley as Director
31 January 2024
Resigned Vallance, Alan Keith as Director
1 March 2023
Appointed Vallance, Alan Keith as Director
28 February 2023
Resigned Bissell, John Charles as Director
15 May 2022
Resigned Finney, Victoria Jane as Secretary
31 March 2022
Resigned Fisher, Sian as Director
1 January 2020
Appointed Finney, Victoria Jane as Secretary
31 December 2019
Resigned Wyles, Marianne Clare as Secretary
4 July 2019
Appointed Wyles, Marianne Clare as Secretary
3 July 2019
Resigned Lace, Caroline Sarah as Secretary
5 November 2018
Appointed Bissell, John Charles as Director
5 November 2018
Resigned Paterson, Rowan Mark as Director
18 July 2018
Appointed Lace, Caroline Sarah as Secretary
18 July 2018
Resigned Paterson, Rowan Mark as Secretary
5 August 2016
Appointed Paterson, Rowan Mark as Director
5 August 2016
Resigned Thomson, David James Monteath as Director
18 February 2016
17 February 2016
Appointed Fisher, Sian as Director
10 September 2015
Resigned Garner, Darren Lee as Director
4 September 2012
Appointed Garner, Darren Lee as Director
25 June 2008
Appointed Thomson, David James Monteath as Director
25 June 2008
Resigned Martin, Peter Nicholas as Director
16 March 2008
Appointed Scott, Alexander William, Doctor as Director
14 March 2008
Resigned Bullivant, Robert Alan as Director
4 January 2005
Resigned Reid, Robert John as Director
4 January 2005
Resigned Cardy, Gillian Mary as Director
4 January 2005
4 January 2005
Resigned Nicholls, Carole Patricia as Director
4 January 2005
Resigned Steeples, Brian as Director
4 January 2005
Resigned Butler, Jason Francis as Director
4 January 2005
Resigned Mcgovern, Philip John as Director
24 November 2004
Resigned Bamford, Nicholas as Director
24 November 2004
Resigned Kinsman, Marcelia Annette Karen as Director
24 November 2004
Resigned Slipaczek, Filip as Director
22 October 2004
Resigned Lines, Nicola Suzanne as Secretary
27 September 2004
Appointed Martin, Peter Nicholas as Director
27 September 2004
Appointed Paterson, Rowan Mark as Secretary
27 August 2004
Resigned Courtenay, Lucy as Director
12 July 2004
Resigned Maydon, Gary as Secretary
11 July 2004
Appointed Lines, Nicola Suzanne as Secretary
23 February 2004
Resigned Lawless, Brian Thomas as Director
23 February 2004
Appointed Bullivant, Robert Alan as Director
27 November 2003
Resigned Billingham, Philip Leonard as Director
27 November 2003
Resigned Smith, Joanna Claire as Director
6 March 2003
Appointed Lawless, Brian Thomas as Director
28 November 2002
Appointed Steeples, Brian as Director
28 November 2002
Appointed Cardy, Gillian Mary as Director
28 November 2002
Resigned Jefferies, Gary Arthur as Director
28 November 2002
Appointed Butler, Jason Francis as Director
28 November 2002
Resigned Taylor, Tudor Huw as Director
28 November 2002
Resigned Martin, Peter Nicholas as Director
28 November 2002
Resigned Porteous, John Robert as Director
28 November 2002
Resigned Milton, Keren Lesley as Director
28 November 2002
Resigned Anderson, Richard James as Director
28 November 2002
Appointed Nicholls, Carole Patricia as Director
28 November 2002
Appointed Reid, Robert John as Director
27 September 2002
Resigned Boyle, Lillian as Director
5 December 2001
Appointed Mcgovern, Philip John as Director
5 December 2001
Resigned Guy, Alistair Strang as Director
1 October 2001
Appointed Martin, Peter Nicholas as Director
21 September 2001
Appointed Boyle, Lillian as Director
28 August 2001
Appointed Maydon, Gary as Secretary
24 August 2001
Appointed Courtenay, Lucy as Director
23 August 2001
Resigned Tudor, Anthony David as Director
22 June 2001
Resigned Houlihan, Karen Jean as Secretary
14 June 2001
Resigned Bright, Michael John as Director
1 December 2000
Resigned Gauntlett, Paul Christopher as Director
1 December 2000
Appointed Slipaczek, Filip as Director
1 December 2000
Resigned Reid, Robert John as Director
1 December 2000
Appointed Bamford, Nicholas as Director
1 December 2000
Appointed Kinsman, Marcelia Annette Karen as Director
1 December 2000
Resigned Williams, Peter John as Director
29 September 2000
Appointed Bright, Michael John as Director
28 September 2000
Resigned Brown, Reginald Ewart as Director
11 September 2000
Appointed Scott, Alexander William, Doctor as Director
10 September 2000
Resigned Bland, David Edward as Director
24 November 1999
Appointed Billingham, Philip Leonard as Director
24 November 1999
Appointed Gauntlett, Paul Christopher as Director
24 November 1999
Resigned Lawless, Brian Thomas as Director
24 November 1999
Resigned Mckenna, Maureen Ann as Director
8 October 1999
Appointed Brown, Reginald Ewart as Director
8 October 1999
Resigned Lund, Andrew James as Director
27 November 1998
Appointed Porteous, John Robert as Director
27 November 1998
Appointed Anderson, Richard James as Director
27 November 1998
Resigned Steeples, Brian as Director
27 November 1998
Resigned Williams, Graham Clifford as Director
27 November 1998
Resigned Rennison, Roderic Henry Patrick as Director
27 November 1998
Appointed Milton, Keren Lesley as Director
27 November 1998
Resigned Carroll, Bernard Joseph as Director
27 November 1998
Appointed Taylor, Tudor Huw as Director
27 November 1998
Appointed Guy, Alistair Strang as Director
27 November 1998
Resigned Hicks, Stuart Douglas as Director
27 November 1998
Appointed Smith, Joanna Claire as Director
27 November 1998
Resigned Timmins, Kenneth Douglas as Director
15 October 1998
Appointed Lund, Andrew James as Director
15 October 1998
Resigned Davidson, Kenneth Muir as Director
13 January 1998
Resigned Ringrow, David Colin as Director
13 January 1998
Appointed Ringrow, David Colin as Director
13 January 1998
Resigned Ringrow, David Colin as Secretary
13 January 1998
Resigned Kellett, Bryan Philip David as Director
13 January 1998
Appointed Houlihan, Karen Jean as Secretary
27 November 1997
Appointed Mckenna, Maureen Ann as Director
27 November 1997
Appointed Jefferies, Gary Arthur as Director
27 November 1997
Resigned Cockroft, Richard Robert as Director
27 November 1997
Resigned Ingledew, Stephen Leonard as Director
16 July 1997
Appointed Davidson, Kenneth Muir as Director
18 April 1997
Appointed Ringrow, David Colin as Secretary
17 April 1997
Resigned Eden, John Sidney as Director
17 April 1997
Resigned Eden, John Sidney as Secretary
28 November 1996
Resigned Davey, Graham John as Director
28 November 1996
Resigned Eves, Toby Andrew Telford as Director
28 November 1996
Resigned Rhodes, Philip John as Director
28 November 1996
Appointed Kellett, Bryan Philip David as Director
28 November 1996
Appointed Timmins, Kenneth Douglas as Director
11 January 1996
Appointed Lawless, Brian Thomas as Director
30 November 1995
Appointed Cockroft, Richard Robert as Director
30 November 1995
Resigned Smee, Paul Howard as Director
30 November 1995
Resigned Joslyn, Paul Victor as Director
30 November 1995
Resigned Tuckwell, Martin Cecil as Director
30 November 1995
Resigned Brassington, Keith Alexander as Director
30 November 1995
Appointed Ingledew, Stephen Leonard as Director
30 November 1995
Appointed Rhodes, Philip John as Director
2 February 1995
Resigned Smith, Clive Andrew as Director
2 February 1995
Appointed Brassington, Keith Alexander as Director
2 February 1995
Appointed Joslyn, Paul Victor as Director
1 December 1994
Resigned Paddick, Andrew Neville as Director
1 December 1994
Appointed Smee, Paul Howard as Director
1 December 1994
Appointed Rennison, Roderic Henry Patrick as Director
1 December 1994
Resigned Mapp, Katherine Esme Alison as Director
1 December 1994
Resigned Rooley, Ismena Ruth as Director
20 November 1993
Appointed Mapp, Katherine Esme Alison as Director
20 November 1993
Appointed Williams, Peter John as Director
20 November 1993
Resigned Palmer, Rodney Kenneth George as Director
20 November 1993
Appointed Eves, Toby Andrew Telford as Director
20 November 1993
Resigned Peffer, David Walter as Director
20 November 1993
Appointed Reid, Robert John as Director
20 November 1993
Resigned Ellis, John Malcolm as Director
20 November 1993
Appointed Davey, Graham John as Director
20 November 1993
Appointed Hicks, Stuart Douglas as Director
20 November 1993
Appointed Tuckwell, Martin Cecil as Director
20 November 1993
Appointed Smith, Clive Andrew as Director
28 November 1992
Appointed Steeples, Brian as Director
28 November 1992
Appointed Carroll, Bernard Joseph as Director
28 November 1992
Appointed Williams, Graham Clifford as Director
28 November 1992
Appointed Ellis, John Malcolm as Director
28 November 1992
Appointed Palmer, Rodney Kenneth George as Director
28 November 1992
Appointed Rooley, Ismena Ruth as Director
28 November 1992
Appointed Paddick, Andrew Neville as Director
28 November 1992
Appointed Peffer, David Walter as Director
4 February 1991
Appointed Eden, John Sidney as Secretary
4 February 1991
Appointed Eden, John Sidney as Director
4 February 1991
Appointed Bland, David Edward as Director
4 February 1991
Appointed Tudor, Anthony David as Director

Ownership 1 active

People and entities with significant control, from the Companies House PSC register

Corporate entity · Notified 6 April 2016
Holds 75–100% of voting rights
Royal Charter Body
Reg. no. Rc000104
Former controllers (3)
28 February 2023
Ceased John Charles Bissell — Has significant influence or control
31 March 2022
Ceased Sian Fisher — Has significant influence or control
5 November 2018
Ceased Rowan Mark Paterson — Has significant influence or control

Group structure 6 companies

Ownership group derived from the Companies House PSC register

Chartered Insurance Institute
C.I.I. Enterprises Limited Owns 75–100% of shares
Life Insurance Association Limited Has significant influence or control
The European Financial Planning Association (UK) Limited Holds 25–50% of voting rights
The Personal Finance Society Has significant influence or control
The Society of Financial Advisers This company Holds 75–100% of voting rights

Financials

Net Assets
£0

Trend

Net Assets
£0 £1 2019 2020 2021 2022 2023 2024 £0 £0 £0 £0 £0 £0
Balance sheet detail
202420232022202120202019
Net Assets£0£0£0£0£0£0
Shareholder Funds£0£0£0£0£0£0

Filings

Recent filings only. See the full history on Companies House

DateDescriptionMade Up ToPagesPDF
13 April 2026Confirmation statement with no updates13 April 2026
10 April 2026Register inspection address has been changed
3 March 2026Registered office address changed
5 January 2026Appointment of a director
5 January 2026Termination of appointment of a director
Show all recent filings

Other companies in this industry

London
Liverpool
High Wycombe
Lincoln
Stadhampton

By trade and location

New companies in London →

Explore the largest companies

Largest companies in London, UK →

Need accounts figures, ownership or websites for thousands of companies? Bulk data & API →

← Back to companies Official record on Companies House ↗

Already have an account?

Create your account

Save searches and get the weekly email of new matches.

First name is required.
Last name is required.
Enter an email address like name@example.com.
Must be at least 8 characters. Password must be at least 8 characters.

Already have an account?