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Institute Of Money Advisers

Also known as: Ima Developments

The IMA uses its resources to train, inform and educate money advisers so that their work in giving free advice to the public is improved.

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Activities & Mission

The IMA uses its resources to train, inform and educate money advisers so that their work in giving free advice to the public is improved.

Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Financial Information

Latest Income
£637,657
Latest Expenditure
£622,140

Financial Efficiency

Program Ratio 97.6%
% of income going directly to charitable activities
Overall Efficiency 100.0%
% of expenditure going to programs (vs overhead)
Administrative Ratio 1.6%
Overhead (fundraising + governance) as % of total expenditure

Latest Financial Breakdown

Income Sources

Donations & Legacies £74,105
Charitable Activities £534,674
Other Trading £0
Investments £28,878
Other Income £0

Expenditure Categories

Charitable Expenditure £622,140
Raising Funds £0
Governance £10,164
Grants to Institutions £30,261
Other Expenditure £0

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2024.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2024
£637,657
£622,140£622,140£1,043,064£1,043,06410 / 0
2023
£704,620
£774,143£774,143£1,027,547£752,95810 / 0
2022
£937,083
£842,644£842,644£1,097,070£717,1179 / 0
2021
£991,529
£675,874£675,874£1,002,631£686,94610 / 0
2020
£551,194
£510,835£510,835£686,976£546,07310 / 0

Staff column shows: Employees / Volunteers

Frequently asked questions about Institute Of Money Advisers

What does Institute Of Money Advisers do?

The IMA uses its resources to train, inform and educate money advisers so that their work in giving free advice to the public is improved.

How much income did Institute Of Money Advisers report in 2024?

Institute Of Money Advisers reported total income of £638k and reported expenditure of £622k for the financial year ending 2024, based on the most recent annual return filed with the Charity Commission.

When was Institute Of Money Advisers registered as a charity?

Institute Of Money Advisers was registered with the Charity Commission for England and Wales on 18 January 2006 as charity number 1112758. It has been registered for 20 years.

Who runs Institute Of Money Advisers?

Institute Of Money Advisers is governed by a board of 7 trustees. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does Institute Of Money Advisers operate?

Institute Of Money Advisers operates in England And Wales, as recorded in its Charity Commission filing.

Is Institute Of Money Advisers a registered charity?

Yes — Institute Of Money Advisers is a registered charity in England and Wales, charity number 1112758.

Details

Address
Institute of Money Advisers
PO Box 526
LEEDS
LS17 1NS
Registration Date
18 January 2006
Status
Registered

Registry Information

Organisation Number
4019945
Charity Number
1112758

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Trustees

Aadal Shafiq
Anna Ruth Walters
CHARLENE MARKS
David John Burdis
Laurence James Goldberg
Philip Edward Monk
Stuart Goodman

Also Known As

  • Ima Developments

Data & trust

Register data refreshed
30 July 2026
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