CompanyTrack
F

FINLI (PDB) LTD

Active Milton Keynes

Activities of financial services holding companies

14 employees Website
Financial services Activities of financial services holding companies
F

FINLI (PDB) LTD

Activities of financial services holding companies

Founded 16 Jan 2018 Active Milton Keynes, England 14 employees pdbwealth.co.uk
Financial services Activities of financial services holding companies
Accounts Submitted 26 Mar 2025
Confirmation Statement Submitted 10 Feb 2025
Net assets £268.53K £194.95K 2024 year on year
Total assets £728.12K £315.03K 2024 year on year
Total Liabilities £459.60K £120.08K 2024 year on year
Charges 1
1 satisfied

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Contact & Details

Registered Address

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

Office (Talbot Green, Pontyclun)

105A Talbot Rd, Talbot Green, Pontyclun, CF72 8AE

Credit Report

Discover FINLI (PDB) LTD's Credit Score, limit, and payment likelihood.

Mutual Companies

Financials

Financials

Period 1 Jan → 31 Dec 2024
Type Total Exemption Full
Next accounts 31 December 2025
Due by 30 September 2026 9 months

Net Assets, Total Assets & Total Liabilities (2018–2024)

Cash in Bank

£137.26k

Increased by £94.66k (+222%)

Net Assets

£268.53k

Increased by £194.95k (+265%)

Total Liabilities

£459.60k

Increased by £120.08k (+35%)

Turnover

£759.86k

Employees

14

Debt Ratio

63%

Decreased by 19 (-23%)

Financial History

Revenue, profit, EBITDA and key financial figures

2024
Dec Year End
2023
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 1,798 Shares £2k Total
Date FromShare ClassShares AllottedAmount RaisedPrice/Share
8 Sept 20231,798£2k£1

Officers

Officers

5 active 1 resigned
Status
Andy ThompsonDirectorBritishEngland5727 Feb 2024Active
Darren William John SharkeyDirectorIrishEngland5527 Feb 2024Active
Gary John PrewettDirectorBritishWales561 Feb 2021Active
Paul David BarnesDirectorBritishWales4616 Jan 2018Active
Stuart CrossDirectorBritishEngland5527 Feb 2024Active

Shareholders

Shareholders (6)

Rebecca Lanning
10.1%
20110 Feb 2025
Paul Barnes
10.1%
20110 Feb 2025
Matthew Harris
0.0%
010 Feb 2025

Persons with Significant Control

Persons with Significant Control (1)

1 Active 2 Ceased

Finli Advice Holdings Limited

United Kingdom

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 satisfied

Documents

Company Filings

DateCategoryDescriptionDocument
21 Jul 2025AddressChange Registered Office Address Company With Date Old Address New AddressView(1 page)
3 Jun 2025Change Of NameCertificate Change Of Name CompanyView(3 pages)
26 Mar 2025AccountsAnnual accounts made up to 2024-06-30View(15 pages)
26 Mar 2025AccountsAnnual accounts filedView(57 pages)
26 Mar 2025OtherAudit exemption statement of guarantee by parent company for period ending 30/06/24View(3 pages)
21 Jul 2025 Address

Change Registered Office Address Company With Date Old Address New Address

3 Jun 2025 Change Of Name

Certificate Change Of Name Company

26 Mar 2025 Accounts

Annual accounts made up to 2024-06-30

26 Mar 2025 Accounts

Annual accounts filed

26 Mar 2025 Other

Audit exemption statement of guarantee by parent company for period ending 30/06/24

Recent Activity

Latest Activity

Change Registered Office Address Company With Date Old Address New Address

7 months ago on 21 Jul 2025

Certificate Change Of Name Company

8 months ago on 3 Jun 2025

Annual accounts made up to 2024-06-30

10 months ago on 26 Mar 2025

Annual accounts filed

10 months ago on 26 Mar 2025

Audit exemption statement of guarantee by parent company for period ending 30/06/24

10 months ago on 26 Mar 2025