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Company · York

Institute of Money Advisers

Activities of other membership organizations n.e.c.

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Official record Companies House · updated 27th September 2026 · Sources

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Who leads it

Previous officers 37

  1. Sara Williams 2019-2025 Director View profile
  2. Jacqueline Fielding 2018-2024 Director View profile
  3. Robert Alan Joseph Rosenberg 2017-2023 Director View profile
  4. Timothy Ignatius Nelson 2017-2018 Director View profile
  5. Sharon Mercer 2017-2023 Director View profile
  6. Douglas Silverstone 2017-2019 Director View profile
  7. Dr Jane Phipps 2016-2021 Director View profile
  8. Nicholas Wulstan Pearson 2015-2017 Director View profile
  9. Carol Arnold 2015-2016 Director View profile
  10. Trevor Budd 2014-2021 Director View profile
  11. Janet Channing 2014-2017 Director View profile
  12. Dean Stockwell 2013-2016 Director View profile
  13. Samantha Jane Nurse 2013-2016 Director View profile
  14. Diane Laybourn 2012-2013 Director View profile
  15. Mark Andrew Savage 2009-2018 Director View profile
  16. Karennina Page 2009-2011 Director View profile
  17. Andrew Christopher Leakey 2009-2014 Director View profile
  18. Peter Robert Madge 2009-2009 Director View profile
  19. Rachel Fry 2008-2008 Director View profile
  20. Michael Barry 2008-2014 Director View profile
  21. Stephanie Chambers 2007-2009 Director View profile
  22. Stuart Geoffrey Braley 2007-2014 Director View profile
  23. Stephen John Meakin 2006-2014 Director View profile
  24. Timothy Simon Lett 2006-2021 Director View profile
  25. Margaret Banks 2006-2008 Director View profile
  26. Martin James Green 2006-2008 Director View profile
  27. Richard Bickerdike 2005-2007 Director View profile
  28. Simon Bolton 2005-2019 Director View profile
  29. David William Hawkes 2005-2008 Director View profile
  30. Sara Williams 2019-2025 Secretary View profile
  31. Douglas Ian Silverstone 2017-2019 Secretary View profile
  32. Jane Constance Anne Clack 2016-2025 Secretary View profile
  33. Dean Stockwell 2014-2016 Secretary View profile
  34. Samantha Nurse 2013-2014 Secretary View profile
  35. Alistair Stuart Chisholm 2010-2014 Secretary View profile
  36. Simon Bolton 2010-2013 Secretary View profile
  37. Michael Barry 2009-2010 Secretary View profile

Directors and secretaries as filed at Companies House.

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About

What it does
Activities of other membership organizations n.e.c.
Incorporated
09/03/2005
Registered office
York
Also a registered charity
Institute of Money Advisers

Financials

Net assets
£1,113,274
Total assets
£1,113,274
Cash
£1,124,952
Employees
10
Turnover
Not reported (small or micro-entity accounts)

Figures from accounts filed at Companies House (iXBRL), period ending 2025-12-31. Where turnover is absent, small and micro-entity accounts are not required to report it, so it is not shown as zero.

Grants received

3 grants · £442,800 total

360Giving data, published by funders. Coverage only includes funders who publish their grants to 360Giving, so these figures are a floor, not a complete picture.

Top funders

  • Department for Work and Pensions · £442,800 (3 grants)

Most recent

  • Department for Work and Pensions £55,8002024-01-26
  • Department for Work and Pensions £317,0002022-03-20
  • Department for Work and Pensions £70,0002019-04-01
Board analysis

Board DNA

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

6 directors on the board

3.7y median 4y
average tenure
5.4y
longest tenure
0
directors past 6 years

First-time vs portfolio directors

First-time (4)

Portfolio (2)

0
also govern a charity
2
left in the last 12 months

Where else this board sits iWhere else this board sitsThe charitable fields these directors govern in elsewhere, by Charity Commission classification. Excludes this company and any charity it is the legal face of.

Professional services 2Tech and media 1

The sectors these directors govern in elsewhere. This company, and any charity it is the legal face of, are excluded - counting them would just tell you what you are already looking at.

Gaps to watch

  • Narrow spread of sectors across the board

Where to look Suggested search: directors from a wider range of sectors.

Sources

Official record from Companies House. Governance Register calculates the connections.

Record details
Company number
05386480
Status
Active
Type
PRI/LBG/NSC (Private, Limited by guarantee, no share capital, use of 'Limited' exemption)
Accounts next due
30/09/2027
Edition
Register edition compiled 27th September 2026
Labels
Official record from Companies House · Calculated derived by Governance Register.

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