The Governance RegisterEdition 2026 · Compiled 12th July 2026

Institute of Money Advisers

Registered charity 1112758 Registered since 2006

Operates: Throughout England And Wales

Connected trustee network

The connection graph needs a free account.

This charity's record is public. The network of who else its trustees govern is compiled from the registers by us, and an account keeps it out of bulk scrapers.

Sign in, free

Find a path from this charity →

Board DNA

How this board is put together, from Charity Commission trustee records and Companies House - deterministic, no AI.iBoard compositionCounted from the dated Charity Commission trustee register: the current board only, past trustees excluded.

7 trustees on the board

3.3y median 3y
average tenure
5y
longest tenure
0
trustees past 6 years
9.4y
average years in governance

First-time vs portfolio trustees

First-time (7)

4
company-linked trustees

Commercial experience iCommercial experienceThe industries this board's members are company directors in, by Companies House SIC code. Excludes this organisation's own company.

Health and social care 4Professional services 3Arts and leisure 1
🔒 Succession forecast is a Pro feature - the board seats likely to open in the next year and the ideal next trustee. Explore Pro →

Related organisations iRelated organisationsTwo groups, both deterministic from public records. Related organisations share two or more trustees with this board - a real structural link, such as a subsidiary or sister charity. Connected through a shared trustee share exactly one person - a genuine connection, but not the same group. A board with no shared trustee at all may still appear here when it is active in the same charitable field.

Also active in the same field

Deterministic, from public records.

Contact

Websitewww.i-m-a.org.uk
Emailoffice@i-m-a.org.uk
Phone01135240677
AddressInstitute of Money Advisers, PO Box 526, LEEDS, LS17 1NS

Finances

£637,657 latest income

YearIncomeSpending
2020£551,194£510,835
2021£991,529£675,874
2022£937,083£842,644
2023£704,620£774,143
2024£637,657£622,140

What it does

What

Education/trainingThe Prevention Or Relief Of PovertyEconomic/community Development/employment

Who

Children/young PeopleElderly/old PeopleThe General Public/mankind

How

Provides ServicesProvides Advocacy/advice/informationActs As An Umbrella Or Resource Body

Charitable objects

THE RELIEF AND PREVENTION OF FINANCIAL HARDSHIP IN PARTICULAR BUT NOT EXCLUSIVELY BY: (I) THE PROMOTION OF HIGH STANDARD IN THE PROVISION OF FREE-TO-CLIENT MONEY ADVICE; (II) THE PROVISION OF EDUCATION AND TRAINING FOR MONEY ADVISERS;(III) THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC IN THE SUBJECT OF MONEY MATTERS, DEBT AND THE MANAGEMENT OF PERSONAL FINANCES

Governing document: MEMORANDUM AND ARTICLES INCORPORATED 09/03/2005AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 19/01/2006AS AMENDED BY SPECIAL RESOLUTION(S) DATED 05/09/2007AS AMENDED BY SPECIAL RESOLUTION(S) DATED 05/06/2008AS AMENDED BY SPECIAL RESOLUTION(S) DATED 10/05/2012AS AMENDED BY SPECIAL RESOLUTION(S) DATED 20/05/2013AS AMENDED BY SPECIAL RESOLUTION(S) DATED 06/05/2015AS AMENDED BY SPECIAL RESOLUTION(S) DATED 12 JUL 2016AS AMENDED BY SPECIAL RESOLUTION(S) DATED 15 MAY 2017AS AMENDED BY SPECIAL RESOLUTION(S) DATED 21 MAY 2018AS AMENDED BY SPECIAL RESOLUTION(S) DATED 10 JUN 2019AS AMENDED BY SPECIAL RESOLUTION(S) DATED 02 FEB 2021AS AMENDED BY SPECIAL RESOLUTION(S) DATED 16 MAY 2022 as amended on 15 May 2023 as amended on 15 Jul 2024

Trustees (7)

7trustees
61median age
1aged 70+

Linked company (Companies House)

Institute of Money Advisers · 05386480 · Active

PRI/LBG/NSC (Private, Limited by guarantee, no share capital, use of 'Limited' exemption) · incorporated 09/03/2005

6 governing document(s) held from Companies House.

Connected charities (0)

No charities share a trustee (from current data).

For recruiters

Tools for approaching charities and finding candidates. In development - register to get early access.

Report an error in this record - let us know.