institute of money advisers
The charity supports children and young people, elderly people, and the general public. Institute Of Money Advisers is a registered charity whose purpose is education and training. It delivers its work by providing services. The charity is based in Leeds and operates in England And Wales.
This page summarises publicly available information about the charity, including its activities, beneficiaries, and registration details, based on official records.
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.
Fundraising
See where Institute Of Money Advisers is active and find local fundraising opportunities.
Region
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
| Financial Year | Income | Expenditure | Charitable Spending | Net Assets | Reserves | Staff |
|---|---|---|---|---|---|---|
| 2024 | £637,657 | £622,140 | £622,140 | £1,043,064 | £1,043,064 | 10 / 0 |
| 2023 | £704,620 | £774,143 | £774,143 | £1,027,547 | £752,958 | 10 / 0 |
| 2022 | £937,083 | £842,644 | £842,644 | £1,097,070 | £717,117 | 9 / 0 |
| 2021 | £991,529 | £675,874 | £675,874 | £1,002,631 | £686,946 | 10 / 0 |
| 2020 | £551,194 | £510,835 | £510,835 | £686,976 | £546,073 | 10 / 0 |
Staff column shows: Employees / Volunteers
Details
Address
Institute of Money Advisers
PO Box 526
LEEDS
LS17 1NS
PO Box 526
LEEDS
LS17 1NS
Email
office@i-m-a.org.ukPhone
+441135240677Website
www.i-m-a.org.ukRegistration Date
18 January 2006
Status
Registered
Registry Information
Organisation Number
4019945
Charity Number
1112758
Trustees
Anna Ruth Walters
Laurence James Goldberg
Aadal Shafiq
David John Burdis
Stuart Goodman
CHARLENE MARKS
Also Known As
- IMA DEVELOPMENTS