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PFM GROUP LIMITED

Active Chorley

Other business support service activities n.e.c.

0 employees
Other business support service activities n.e.c.
P

PFM GROUP LIMITED

Other business support service activities n.e.c.

Founded 2 Apr 2004 Active Chorley, England 0 employees
Other business support service activities n.e.c.
Accounts Submitted 3 Nov 2025
Confirmation Statement Submitted 31 Mar 2025
Net assets £32.54M £113.71K 2023 year on year
Total assets £138.87M £85.36M 2023 year on year
Total Liabilities £106.33M £85.47M 2023 year on year
Charges 28
2 outstanding 26 satisfied

AI Analysis

AI Analysis

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Contact & Details

Contact

Update Details

Registered Address

Lancaster House Ackhurst Business Park Foxhole Road Chorley PR7 1NY England

Credit Report

Discover PFM GROUP LIMITED's Credit Score, limit, and payment likelihood.

Mutual Companies

See All Mutual Companies

Financials

Financials

Period 1 Jan → 31 Dec 2023
Type Total Exemption Full
Next accounts 31 December 2024
Due by 30 September 2025 9 months

Net Assets, Total Assets & Total Liabilities (2021–2023)

Cash in Bank

N/A

Net Assets

£32.54M

Decreased by £113.71k (-0%)

Total Liabilities

£106.33M

Increased by £85.47M (+410%)

Turnover

N/A

Employees

N/A

Debt Ratio

77%

Increased by 38 (+97%)
See 10 Year Full Financials

Financial History

Revenue, profit, EBITDA and key financial figures

2023
Dec Year End
2022
Dec 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 Shares £33.35m Total
Date FromShare ClassShares AllottedAmount RaisedPrice/Share
19 Jun 20201£33.35m£33.35m

Officers

Officers

5 active 15 resigned
Status
David John Philip HeskethDirectorBritishEngland4416 Jan 2013Active
David John Philip HeskethSecretaryUnknownUnknown—19 Dec 2013Active
Ian Mitcheal WilkinsonDirectorBritishEngland554 Jun 2010Active
Julie Suzanne HepworthDirectorBritishEngland5116 Jan 2013Active
Sam Philip WardDirectorBritishEngland3931 Aug 2024Active

Shareholders

Shareholders (1)

Perspective Financial Group Limited
100.0%
1,0717 Apr 2016

Persons with Significant Control

Persons with Significant Control (1)

1 Active

Perspective Financial Group Ltd

United Kingdom

Active
Notified 6 Apr 2016
Nature of Control
  • Ownership Of Shares 75 To 100 Percent
  • Voting Rights 75 To 100 Percent
  • Right To Appoint And Remove Directors
See All Controllers

Group Structure

Group Structure

PERSPECTIVE FINANCIAL GROUP LIMITED united kingdom
PFM GROUP LIMITED Current Company
ACCORD FINANCIAL MANAGEMENT LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
AIREDALE PFS LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent
ANGLIN ASSOCIATES LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
A TO Z FINANCIAL PLANNING LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent
AVON FINANCIAL ADVISERS LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
AYP FINANCIAL PLANNING LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
BEANLAND FINANCIAL SERVICES LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
BOWMAN FINANCIAL PLANNING LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
CHAMBERS & CO (CHELMSFORD) LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
CHAPTER WEALTH MANAGEMENT LTD united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
CHARLES REYNOLDS & ASSOCIATES LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
CLARENDON FINANCIAL PLANNING LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
CLIFTON NASH LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
COPTHORNE FINANCIAL SERVICES LTD united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
EDGMOOR LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
FINANCIAL CONNECTION WEALTH MANAGEMENT LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
FOINAVEN ASSET MANAGEMENT LTD united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
FORTITUDE FINANCIAL PLANNING LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent
FRIENDLY WEALTH MANAGEMENT LTD united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
FUTURE LIFESTYLE LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
GALLOWAY WHITFIELD (LIFE & PENSIONS) LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
GOLDWYNS WEALTH MANAGEMENT LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
GRANITE COAST LTD united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent
GURWIN LTD united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
HAWLEY & WOOD LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent
HNH FINANCIAL SERVICES HOLDINGS LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent
ILPG LTD united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
INFORMED FINANCIAL ADVICE LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
INSPIRATIONAL FINANCIAL PLANNING LTD united kingdom shares 75 to 100 percent
INVESTMENT PRINCIPLES LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
JAMES ESDAILE LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
JRT WEALTH MANAGEMENT LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
KEITH MASON WEALTH MANAGEMENT LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
MARLBOROUGH PLACE LTD united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
MAT WHITE FINANCIAL SERVICES LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
MCGECHIE LTD united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
MCGREGORS WEALTH MANAGEMENT LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
MILLFIELD OSCEOLA FINANCIAL CONSULTANCY LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
PARK LANE INDEPENDENT FINANCIAL ADVISERS LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
PAUL HORTON FINANCIAL SOLUTIONS LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
P BENNETT & ASSOCIATES LIMITED united kingdom shares 75 to 100 percent
PERSPECTIVE (AVON) LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
PERSPECTIVE (GOULD FINANCIAL PLANNING) LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
PERSPECTIVE (HOME COUNTIES) LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
PERSPECTIVE (MIDLANDS & CHESHIRE) LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
PERSPECTIVE (NORTH EAST) LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
PERSPECTIVE (NORTH) LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
PERSPECTIVE (NORTH WEST) LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
PERSPECTIVE (OXON) LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
PERSPECTIVE (SOUTH EAST) LTD united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
PERSPECTIVE (SOUTH) LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
PERSPECTIVE (SOUTH WEST) LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
PERSPECTIVE (SPRINGFIELD) LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
PERSPECTIVE (THORNTON SPRINGER) LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
PERSPECTIVE (WEST) LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
PILKINGTON ASPINALL AND BURY LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
PLAN 2 RETIRE LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
PLATINUM PORTFOLIOS LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
PMCO LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
PRIMERA WEALTH MANAGEMENT LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
PROLIFIC FINANCIAL HOLDINGS LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
PROSPERITY (HOLDINGS) LIMITED united kingdom shares 25 to 50 percent, voting rights 25 to 50 percent
P & S PARTNERSHIP LTD united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
PW FINANCIAL MANAGEMENT LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent
P W WHITE (HOLDINGS) LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
QUANTUM PORTFOLIO MANAGEMENT LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors, appoint/remove directors as firm
RAMSEY FINANCIAL (CAMBS) LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
RPG FINANCIAL LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
SAPIENT WEALTH MANAGEMENT LTD united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
SEARCHLIGHT HOLDINGS LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
SHIREBROOK WEALTH MANAGEMENT LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
SPINNEY FINANCIAL SERVICES LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
STAFFORD & CO. LTD. united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
STAFFORD FINANCIAL PLANNING LTD united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
STAFFS PFA LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
ST LAWRENCE INVESTMENT & PENSION SOLUTIONS LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
STRATEGIC FINANCIAL PORTFOLIOS LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
SWALLOWTAIL FINANCIAL CONSULTING LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, voting rights 75 to 100 percent as firm, appoint/remove directors
TONY FENTON & SONS WEALTH MANAGEMENT LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
TWIFM LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
VIVIENNE SHEPHERD LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
VMCFA LTD united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
WALTER WRIGHT FINANCIAL SERVICES LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
WARNES ANDERTON LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
WARWICK FINANCIAL SOLUTIONS LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
WHITTINGTON GODDARD ASSOCIATES LTD united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent
WINGHAM WYATT GROUP LTD united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors

Charges

Charges

2 outstanding 26 satisfied

Documents

Company Filings

DateCategoryDescriptionDocument
3 Nov 2025AccountsAnnual accounts made up to 2024-12-31View(19 pages)
3 Nov 2025AccountsAnnual accounts filedView(50 pages)
23 Sept 2025OtherAudit exemption statement of guarantee by parent company for period ending 31/12/24View(3 pages)
23 Sept 2025OtherNotice of agreement to exemption from audit of accounts for period ending 31/12/24View(1 page)
9 Jun 2025MortgageMortgage Create With Deed With Charge Number Charge Creation DateView(44 pages)
3 Nov 2025 Accounts

Annual accounts made up to 2024-12-31

View Document(19 pages)
3 Nov 2025 Accounts

Annual accounts filed

View Document(50 pages)
23 Sept 2025 Other

Audit exemption statement of guarantee by parent company for period ending 31/12/24

View Document(3 pages)
23 Sept 2025 Other

Notice of agreement to exemption from audit of accounts for period ending 31/12/24

View Document(1 page)
9 Jun 2025 Mortgage

Mortgage Create With Deed With Charge Number Charge Creation Date

View Document(44 pages)

Recent Activity

Latest Activity

Annual accounts made up to 2024-12-31

3 months ago on 3 Nov 2025

Annual accounts filed

3 months ago on 3 Nov 2025

Audit exemption statement of guarantee by parent company for period ending 31/12/24

4 months ago on 23 Sept 2025

Notice of agreement to exemption from audit of accounts for period ending 31/12/24

4 months ago on 23 Sept 2025

Mortgage Create With Deed With Charge Number Charge Creation Date

8 months ago on 9 Jun 2025