CFA SOCIETY OF THE UK
Get an alert when CFA SOCIETY OF THE UK files next
Leroy will email you the moment a new filing lands at Companies House — one short note per filing, nothing else.
Next accounts due
2027-03-31 (in 10mo)
Last filed for 2025-06-30
Confirmation statement due
2026-07-04 (in 2mo)
Last made up 2025-06-20
Watchouts
None on the register
Cash
£2M
-42.9% vs 2024
Net assets
£9M
+1.2% vs 2024
Employees
35
-10.3% vs 2024
Profit before tax
£276K
-65.1% vs 2024
Name history
Renamed 1 time since incorporation
- CFA SOCIETY OF THE UK 2007-11-30 → present
- THE UNITED KINGDOM SOCIETY OF INVESTMENT PROFESSIONALS 2000-07-13 → 2007-11-30
Net assets
2-year trend · vs Consumer Discretionary median
Accounts
2-year trend · latest reflected 2025-06-30
| Metric | Trend | 2024-06-30 | 2025-06-30 |
|---|---|---|---|
| Turnover | £6,340,907 | £5,257,367 | |
| Operating profit | £95,261 | -£435,071 | |
| Profit before tax | £790,370 | £276,187 | |
| Net profit | £456,522 | £99,138 | |
| Cash | £2,925,758 | £1,671,218 | |
| Total assets less current liabilities | £9,884,814 | £10,224,799 | |
| Net assets | £8,489,005 | £8,588,143 | |
| Equity | £8,489,005 | £8,588,143 | |
| Average employees | 39 | 35 | |
| Wages | £2,419,753 | £2,303,943 |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2024-06-30 | 2025-06-30 |
|---|---|---|---|
| Operating margin | 1.5% | -8.3% | |
| Net margin | 7.2% | 1.9% | |
| Return on capital employed | 1.0% | -4.3% | |
| Current ratio | 2.82x | 2.43x | |
| Interest cover | 3.85x | -12430.60x |
Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Auditor
- Crowe U.K. LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“After reviewing the Company's forecasts and projections, the directors have reasonable expectations that the Company has adequate resources to continue in operational existence for at least the next twelve months and that the financial statements should therefore continue to be prepared on the going concern basis.”
Significant events
- “This year CFA UK celebrated its 70th anniversary.”
- “In June we delivered our Investment Talent conference, welcoming over 300 attendees.”
- “In March, we said farewell to Will Goodhart, the Society's Chief Executive for nearly two decades. ... We were then delighted to welcome Nick Bartlett, CFA, ASIP as the Society's new Chief Executive.”
- “We continue to make progress on our IT transformation to invest in digital systems and infrastructure to deliver our strategy.”
- “The Society is therefore undergoing a staffing reorganisation to reduce our fixed costs and to identify revenue opportunities.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
11 active · 75 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| INDIGO CORPORATE SECRETARY LIMITED | Corporate Secretary | 2021-09-27 | — | — |
| BYRNE, Alistair John | Director | 2022-11-22 | Jul 1971 | British |
| DENHOLM, Alan | Director | 2025-11-18 | Mar 1964 | British |
| FERGUSON, Kieran Eric | Director | 2020-11-24 | Nov 1983 | British |
| HSU, Suzanne Siuling, Dr | Director | 2023-11-21 | Sep 1960 | British |
| KOSMOPOULOU, Aikaterini | Director | 2019-11-26 | Dec 1975 | Greek,British |
| KOYCHEVA, Elena Sabeva | Director | 2022-11-22 | Dec 1986 | British,Bulgarian |
| LENOBLE, Philippe Henry | Director | 2021-11-23 | Nov 1971 | Belgian |
| PRYCE, Mark Andrew | Director | 2024-11-19 | May 1978 | British |
| SOLOMON, Sylvia Mary | Director | 2021-11-23 | Dec 1964 | British |
| WARE, Christopher James David | Director | 2025-11-18 | Sep 1985 | British |
Show 75 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| DOBSON, David Stuart, Sir | Secretary | 2000-07-13 | 2002-05-31 |
| GOODHART, William Eric | Secretary | 2007-07-24 | 2012-10-15 |
| LINDEY, Geoffrey Max | Secretary | 2006-10-14 | 2007-07-24 |
| ROGERS, John Ernest | Secretary | 2002-06-05 | 2006-10-13 |
| YOUNG, Bernadette Clare | Secretary | 2012-10-15 | 2021-09-27 |
| AHUJA, Rasik | Director | 2007-11-06 | 2011-04-15 |
| ARMITAGE, Jeremy | Director | 2010-11-16 | 2012-11-02 |
| BAILEY, Marshall Charles | Director | 2017-11-28 | 2019-11-26 |
| BEN-SAUD, Tarik | Director | 2010-11-16 | 2016-11-29 |
| BERTOCCHI, David Vladimir | Director | 2011-11-15 | 2017-11-28 |
| BEVAN, James Edward Briscoe | Director | 2008-12-09 | 2011-11-15 |
| BIERNAT, Joseph | Director | 2003-11-27 | 2010-11-16 |
| BROBY, Daniel Pontoppidan | Director | 2002-02-19 | 2005-01-18 |
| CARTER, Kevin James, Dr | Director | 2002-04-08 | 2005-11-15 |
| CHEBERIAK, Robert | Director | 2000-09-01 | 2003-11-27 |
| COFFEY, Brian Joseph | Director | 2002-12-03 | 2005-11-15 |
| COOK, Graham Christopher | Director | 2015-11-24 | 2021-11-23 |
| CRAMP, Paul Richard | Director | 2000-07-13 | 2002-05-28 |
| DAVIS, Mark | Director | 2008-12-09 | 2010-11-16 |
| DEANS, Sarah Elizabeth Naomi | Director | 2005-11-15 | 2007-11-06 |
| DENTITH, Richard John | Director | 2000-07-13 | 2002-02-19 |
| DRAPER, Daniel Eugene | Director | 2012-11-13 | 2013-11-19 |
| DUNBAR, Richard Andrew | Director | 2009-11-10 | 2015-11-24 |
| EADIE, Dugald Mcmillan | Director | 2000-07-13 | 2000-12-31 |
| EASTMAN, Hilary Suzanne | Director | 2018-11-27 | 2025-11-18 |
| ELCOCK, Gillian Denise | Director | 2018-11-27 | 2024-11-19 |
| FAWCETT, Christopher Arnaud Sandford | Director | 2007-11-06 | 2011-11-15 |
| FIERTZ, Stuart Chapin | Director | 2014-11-18 | 2018-11-27 |
| FINCH, John Edward | Director | 2003-11-27 | 2007-11-06 |
| FOWLER, Gerald Kenneth | Director | 2012-11-13 | 2018-11-27 |
| GILLARD, Annabel Clare | Director | 2010-11-16 | 2014-11-18 |
| GRAINGER, Anne Rutherfurd | Director | 2012-11-13 | 2018-11-27 |
| HAGGARD, Alexandra | Director | 2016-11-29 | 2018-11-27 |
| HIGGINS, Alan Roger | Director | 2000-07-13 | 2003-11-27 |
| HUNG, Weiyen | Director | 2019-02-21 | 2025-08-31 |
| INKLEY, Stephen | Director | 2001-11-20 | 2008-12-09 |
| IRVING, James Edward King | Director | 2011-05-17 | 2015-11-24 |
| JAMES, David William | Director | 2000-07-13 | 2002-02-19 |
| JOSKI, Thomas | Director | 2000-07-13 | 2009-11-10 |
| KENNEDY, Carol Anne | Director | 2008-12-09 | 2010-11-16 |
| KINSEY QUICK, Kenneth Armand | Director | 2008-12-09 | 2012-11-13 |
| KODMANI, Omar | Director | 2012-11-13 | 2014-11-18 |
| LINDEY, Geoffrey Max | Director | 2005-01-18 | 2008-12-09 |
| LIVSEY, Alan Carlos | Director | 2015-11-24 | 2021-11-23 |
| LONERGAN, Matthew James | Director | 2015-11-24 | 2021-11-23 |
| LUNDIE, Fraser | Director | 2017-11-28 | 2023-11-21 |
| MADSEN, Thomas Paul | Director | 2003-11-27 | 2005-11-15 |
| MAJOR, Steven John | Director | 2013-11-19 | 2017-11-28 |
| MARSLAND, John Robert | Director | 2010-11-16 | 2016-11-29 |
| MATTHEWS, Lindsey | Director | 2017-11-28 | 2023-11-21 |
| MATTHEWS, Robert David | Director | 2000-07-13 | 2005-11-15 |
| MCLEAN, Colin William | Director | 2002-05-14 | 2009-11-10 |
| MENNIE, Peter Sam | Director | 2009-11-10 | 2015-11-24 |
| MITARACHI, Panagiotis | Director | 2008-12-09 | 2010-11-16 |
| MUNRO, Joanna Mary | Director | 2008-12-09 | 2010-11-16 |
| MURRAY, Daniel Charles | Director | 2014-11-18 | 2021-11-23 |
| NUDING, Timothy Norman | Director | 2016-11-29 | 2022-11-22 |
| PACZEK, Ian David, Dr | Director | 2010-11-16 | 2016-11-29 |
| RALSTON, Nicola Thomas | Director | 2000-07-13 | 2003-11-27 |
| ROTHWELL, Richard Farrar | Director | 2005-11-15 | 2012-11-13 |
| SAMAD, Mian Yusuf | Director | 2000-07-13 | 2008-12-09 |
| SELLORS, David | Director | 2000-07-13 | 2008-12-09 |
| SONENSHINE, Michael Adam | Director | 2000-07-13 | 2005-11-15 |
| SPENTZOS, George | Director | 2005-11-15 | 2012-11-13 |
| STANNARD, John Charles | Director | 2000-07-13 | 2002-05-14 |
| STROHFILST, Mathias Deiter | Director | 2000-07-13 | 2002-02-19 |
| SZWAGRZAK, Richard Conrad | Director | 2005-11-15 | 2008-12-09 |
| TACK, Steven | Director | 2000-07-13 | 2000-12-31 |
| TAPLEY, David Mark | Director | 2002-02-19 | 2009-11-10 |
| THOMAS, Helen Sophie | Director | 2016-11-29 | 2022-11-22 |
| UTERMANN, Andreas Ernst Ferdinand | Director | 2011-11-15 | 2017-11-28 |
| VESSEY, Jane Margaret | Director | 2005-11-15 | 2008-12-09 |
| WACKERLE, Stephen | Director | 2018-11-27 | 2020-11-24 |
| WINTERFROST, Natalie May | Director | 2009-11-10 | 2016-11-29 |
| ZAHN, David | Director | 2016-11-29 | 2022-11-22 |
Ownership
Persons with significant control
Filing timeline
Last 20 of 262 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2025-12-27 | AA | accounts | Accounts with accounts type full | |
| 2025-11-25 | AP01 | officers | Appoint person director company with name date | |
| 2025-11-25 | AP01 | officers | Appoint person director company with name date | |
| 2025-11-25 | TM01 | officers | Termination director company with name termination date | |
| 2025-09-01 | TM01 | officers | Termination director company with name termination date | |
| 2025-06-20 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-03-05 | CH04 | officers | Change corporate secretary company with change date | |
| 2024-11-28 | AA | accounts | Accounts with accounts type full | |
| 2024-11-22 | TM01 | officers | Termination director company with name termination date | |
| 2024-11-21 | AP01 | officers | Appoint person director company with name date | |
| 2024-06-20 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-02-22 | CH01 | officers | Change person director company with change date | |
| 2023-12-16 | AA | accounts | Accounts with accounts type full | |
| 2023-11-28 | AP01 | officers | Appoint person director company with name date | |
| 2023-11-22 | TM01 | officers | Termination director company with name termination date | |
| 2023-11-22 | TM01 | officers | Termination director company with name termination date | |
| 2023-07-24 | RP04CH01 | officers | Second filing of change of director details with name | |
| 2023-06-21 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-06-13 | AD01 | address | Change registered office address company with date old address new address | |
| 2023-05-30 | CH01 | officers | Change person director company with change date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 6
- Capital events
- 0
- Officers appointed
- 2
- Officers resigned
- 2
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.
Year-on-year
FY2024 → FY2025 · period ending 2025-06-30 vs 2024-06-30
-
Turnover
-17.1%
£6,340,907 £5,257,367
-
Cash
-42.9%
£2,925,758 £1,671,218
-
Net assets
+1.2%
£8,489,005 £8,588,143
-
Employees
-10.3%
39 35
-
Operating profit
-556.7%
£95,261 -£435,071
-
Profit before tax
-65.1%
£790,370 £276,187
-
Wages
-4.8%
£2,419,753 £2,303,943
Each % is (latest − prior) ÷ |prior| for the line item as filed. The comparison is only shown when the latest and prior accounts cover broadly equal-length periods — short or long stubs (typical around incorporation or a year-end change) are suppressed rather than misrepresented. Lines a company doesn't report are omitted. About these numbers