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Registered charity · Leeds

Institute of Money Advisers

  • 8 trustees
  • Income £693k (2025)
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Official record Charity Commission · updated 27th September 2026 · Sources

Network

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Who leads it

Current trustees as listed by the Charity Commission, which does not publish previous trustees.

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About

What it does
Education/training, The Prevention Or Relief Of Poverty, Economic/community Development/employment
Where
Throughout England And Wales
Website
www.i-m-a.org.uk (opens in a new tab)
Linked company
Institute of Money Advisers
Registered
2006

Income and spending

  • YearIncomeSpending
  • 2025£693k£622k
  • 2024£638k£622k
  • 2023£705k£774k
Earlier years
  • 2022£937k£843k
  • 2021£992k£676k

Income trend, 2021 to 2025.

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

Board analysis

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.

8 trustees on the board

2.9y median 3y
average tenure
5y
longest tenure
0
trustees past 6 years
8.5y
average years in governance

First-time vs portfolio trustees

First-time (8)

7
company-linked trustees

Sector coverage iSector coverageThe charitable fields this board's trustees govern in elsewhere, by Charity Commission classification. Excludes this charity.

Economic/community Development/employment 8Education/training 8The Prevention Or Relief Of Poverty 8

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

Other services 7Health and social care 4Professional services 3

Succession forecast iSuccession forecastThe number of board seats likely to open in the next twelve months - summed across the board from each dated trustee’s tenure - and the profile worth recruiting next. From the filed record, deterministic.

🔒 Succession forecast is a Pro feature - the board seats likely to open in the next year and the ideal next trustee. Explore Pro →

Health of the organisation facts side by side - the conclusion is yours

Income v spending, filed accountsiIncome v spendingTotal gross income and expenditure from filed annual returns, Charity Commission, last 5 years.
2020
2021
2022
2023
2024
incomespending£638k latest income
ReservesiReserves12 x free reserves / annual expenditure, from the Part B annual return. The sector median is computed across all Part B filers in the same income band.

20.1 months of spending held in free reserves · median for charities its size: 4.0 months · was 12.8 in 2020

10 from 10 in 2020
EmployeesiEmployeesHeadcount as filed in Part B annual returns, per financial year. Shown exactly as filed; year-on-year figures may be filed on different bases, so a comparison is only shown when the filings are plausibly comparable.

Sources

Official record from the Charity Commission register for England and Wales. Governance Register calculates the connections.

Record details
Registered charity number
1112758
Status
Registered
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
Companies House
Company number 05386480 · Active
Contact on the register
01135240677 · office@i-m-a.org.uk
Edition
Register edition compiled 27th September 2026
Labels
Official record from the register · Calculated derived by Governance Register. Anything added by an organisation or person is labelled as provided by them.

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