FINLI (PDB) LTD

Active Milton Keynes

Activities of financial services holding companies

14 employees website.com
Financial services Activities of financial services holding companies
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FINLI (PDB) LTD

Activities of financial services holding companies

Founded 16 Jan 2018 Active Milton Keynes, England 14 employees website.com
Financial services Activities of financial services holding companies

Previous Company Names

PDB WEALTH PARTNERS LTD 16 Jan 2018 — 3 Jun 2025
Accounts Submitted 29 Jan 2026 Next due 31 Mar 2027 10 months remaining
Confirmation Submitted 25 Jan 2026 Next due 29 Jan 2027 8 months remaining
Net assets £408K £139K 2025 year on year
Total assets £1M £314K 2025 year on year
Total Liabilities £634K £175K 2025 year on year
Charges 2
1 outstanding 1 satisfied

Contact & Details

Contact

Registered Address

C/O Freeths Llp 3rd Floor, Northgate House 450-500 Silbury Boulevard Milton Keynes MK9 2AD England

Telephone

0800 000 0000

Email

info@example.com

Website

www.example.com

Full company profile for FINLI (PDB) LTD (11151651), an active financial services company based in Milton Keynes, England. Incorporated 16 Jan 2018. Activities of financial services holding companies. View financials, directors, shareholders, and filings.

Business Summary

This company specializes in providing innovative solutions and services across multiple sectors.

Products & Services

consulting software analytics integration

Reports

Credit Report

In-depth credit score, financial analysis, risk assessment and company intelligence.

Financials

Financials

Period 1 Jul → 30 Jun 2025
Type audit-exemption-subsidiary
Next accounts 30 Jun 2026
Due by 31 Mar 2027 10 months remaining

Balance Sheet & P&L (2018–2025)

Cash in Bank

£244.03k

Increased by £106.78k (+78%)

Net Assets

£407.57k

Increased by £139.05k (+52%)

Total Liabilities

£634.13k

Increased by £174.53k (+38%)

Turnover

£1.85M

Increased by £1.09M (+143%)

Employees

14

Debt Ratio

61%

Decreased by 2 (-3%)

Financial History

Revenue, profit, EBITDA and key financial figures

2025
30 Jun Year End
2024
30 Jun Year End
P&L
Revenue
£142.3M
£128.7M
Gross Profit
£48.2M
£43.1M
Operating Profit
£22.4M
£19.8M
Net Profit
£18.1M
£15.9M
EBITDA
£31.5M
£28.2M
Assets
Cash
£24.7M
£21.3M
Total Assets
£89.4M
£82.1M
Liabilities
Total Liabilities
£45.2M
£41.8M
Key Metrics
Employees
1,247
1,156
Latest Revenue
£142.3M
Latest EBITDA
£31.5M
Cash Position
£24.7M

Funding

Fundraising & Grants

No fundraising or grants recorded

Investors (0)

No investor information available

Share Capital

Share Capital

Share allotments and capital structure

1 Allotment 1,798 Shares £2k Total
Date FromShare ClassShares AllottedAmount RaisedPrice/Share
8 Sept 20231,798£2k£1

Officers

Officers

2 active 1 resigned
Status
Andy ThompsonDirectorBritishEngland5727 Feb 2024Active
Stuart CrossDirectorBritishEngland5627 Feb 2024Active

Shareholders

Shareholders (7)

Finli Advice Holdings Limited
75.0%
1,500
Paul Barnes
10.1%
201

Persons with Significant Control

Persons with Significant Control (1)

1 Active 2 Ceased
Active
Notified 27 Feb 2024
Nature of Control
  • Ownership Of Shares 75 To 100 Percent,voting Rights 75 To 100 Percent,right To Appoint And Remove Directors

Paul David Barnes

Ceased 27 Feb 2024

Ceased

Rebecca Lanning

Ceased 27 Feb 2024

Ceased

Group Structure

Group Structure

FINLI (PDB) LTD Current Company

Charges

Charges

1 outstanding 1 satisfied

Properties

Properties

0 total

No related properties

Documents

Company Filings

DateCategoryDescriptionDocument
21 Feb 2026IncorporationMemorandum Articles
21 Feb 2026ResolutionResolutions
4 Feb 2026MortgageMortgage Create With Deed With Charge Number Charge Creation Date
29 Jan 2026AccountsAnnual accounts made up to 30 Jun 2025
29 Jan 2026OtherNotice of agreement to exemption from audit of accounts for period ending 30/06/25
21 Feb 2026 Incorporation

Memorandum Articles

21 Feb 2026 Resolution

Resolutions

4 Feb 2026 Mortgage

Mortgage Create With Deed With Charge Number Charge Creation Date

29 Jan 2026 Accounts

Annual accounts made up to 30 Jun 2025

29 Jan 2026 Other

Notice of agreement to exemption from audit of accounts for period ending 30/06/25

Recent Activity

Latest Activity

Memorandum Articles

3 months ago on 21 Feb 2026

Resolutions

3 months ago on 21 Feb 2026

Mortgage Create With Deed With Charge Number Charge Creation Date

3 months ago on 4 Feb 2026

Annual accounts made up to 30 Jun 2025

3 months ago on 29 Jan 2026

Notice of agreement to exemption from audit of accounts for period ending 30/06/25

3 months ago on 29 Jan 2026