Filing status
- Accounts due
- 31 March 2027
- Last accounts
- 30 June 2025
- Conf. stmt due
- 29 January 2027
- Last conf. stmt
- 15 January 2026
Finli (PDB) Ltd
- Incorporated
- 16 January 2018 (8 years)
- Previously known as
- PDB Wealth Partners Ltd (until 3 June 2025)This list may be incomplete. See all names on Companies House
- Industry
- Activities of financial services holding companies (64205)
- Directors
- Stuart Cross
- Owned by
- Accounts type
- Audit exemption subsidiary
- Region
- South East
- Address
- C/o Freeths LLP 3rd FloorNorthgate House450-500 Silbury BoulevardMilton KeynesMK9 2AD
Charges
- Total
- 2
- Outstanding
- 1
- Part satisfied
- 0
- Satisfied
- 1
Officers 5 active
Officer details are public data from the Companies House register.
Cross, Stuart
Director · Appointed 27 February 2024
British
Born May 1970 (56)
Director · Appointed 27 February 2024
Irish
Born July 1970 (56)
Director · Appointed 27 February 2024
British
Born November 1968
Prewett, Gary John
Director · Appointed 1 February 2021
British
Born September 1969 (57)
Barnes, Paul David
Director · Appointed 16 January 2018
British
Born March 1979 (47)
Officer history (1 former)
27 February 2024
Appointed Cross, Stuart as Director
27 February 2024
27 February 2024
11 August 2022
Resigned Lanning, Rebecca as Director
1 February 2021
Appointed Prewett, Gary John as Director
3 March 2018
Appointed Lanning, Rebecca as Director
16 January 2018
Appointed Barnes, Paul David as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 27 February 2024
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Company Limited By Shares
Reg. no. 13787580
Former controllers (2)
27 February 2024
Ceased Paul David Barnes — Owns 25–50% of shares
27 February 2024
Ceased Rebecca Lanning — Owns 25–50% of shares
Group structure 28 shown
Ownership group derived from the Companies House PSC register
Ashley Phillips Limited Owns 75–100% of shares
Beaufort Financial (Forth Valley) Ltd Owns 75–100% of shares
Beaufort Financial Planning (North West) Limited Owns 75–100% of shares
Beaufort Financial Planning (Three Counties) Ltd Owns 75–100% of shares
David Pinder Wealth Management Limited Owns 75–100% of shares
Finli (Client Assets) Limited Owns 75–100% of shares
Finli (FLP) Holdings Ltd Owns 75–100% of shares
Finli (FLP) Ltd Owns 75–100% of shares
Finli (GPH) Ltd Owns 75–100% of shares
Finli (GPC) Ltd Owns 75–100% of shares
Finli (GPGFS) Ltd Owns 75–100% of shares
Finli (G&P) Ltd Owns 75–100% of shares
Finli (Gpherts) Ltd Owns 75–100% of shares
Finli (GPS) Ltd Owns 75–100% of shares
Finli (Kent) Limited Owns 75–100% of shares
Finli (Westerham) LLP Holds 50–75% of voting rights
Goat's Garden Limited Owns 75–100% of shares
H H Wealth Limited Owns 75–100% of shares
Finli (PDB) Ltd This company Owns 75–100% of shares
Finli (Scotland) Limited Has significant influence or control
Finli (Orkney) Limited Owns 75–100% of shares
Finli (Thames Valley) Ltd Owns 75–100% of shares
Finli Limited Owns 75–100% of shares
Ian O'Brien Limited Owns 75–100% of shares
Financials
Figures from 2024 accounts. Newer accounts, made up to 30 June 2025, are filed but not read yet. See them on Companies House
- Cash
- £42,596
- Employees
- 14
- Current Ratio
- 0.7x
Trend
Shareholder Funds
Balance sheet detail
| 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|
| Fixed Assets | £169,758 | £164,649 | £85,246 | £1,020 | £1,360 |
| Current Assets | £243,334 | £123,491 | £96,046 | £110,330 | £137,123 |
| Debtors | £200,738 | £64,017 | |||
| Cash | £42,596 | £59,474 | |||
| Creditors (< 1 year) | £339,519 | £124,024 | £92,457 | £88,603 | £138,473 |
| Creditors (> 1 year) | £0 | £10,000 | £22,500 | ||
| Net Current Assets | (£96,185) | (£533) | £3,589 | £21,727 | (£1,350) |
| Net Assets | £164,116 | £78,835 | £247 | ||
| Shareholder Funds | £73,573 | £164,116 | £78,835 | £247 | £10 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 21 February 2026 | Memorandum and Articles of Association | |||
| 21 February 2026 | Resolutions | |||
| 4 February 2026 | Registration of a charge | |||
| 29 January 2026 | Other filing | |||
| 29 January 2026 | Accounts filing |
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