# INSTITUTE OF MONEY ADVISERS

## Details

- **Country:** England & Wales
- **Charity number:** 1112758
- **Other names:** IMA DEVELOPMENTS
- **Status:** Registered
- **Legal form:** Charitable company
- **Registered:** Jan. 18, 2006
- **Register:** https://register-of-charities.charitycommission.gov.uk/en/charity-search/?p_p_id=uk_gov_ccew_onereg_charitydetails_web_portlet_CharityDetailsPortlet&p_p_lifecycle=0&p_p_state=maximized&p_p_mode=view&_uk_gov_ccew_onereg_charitydetails_web_portlet_CharityDetailsPortlet_regId=1112758


## Contact

- **Address:** Institute of Money Advisers, PO Box 526, LEEDS
- **Postcode:** LS17 1NS
- **Phone:** 01135240677
- **Email:** office@i-m-a.org.uk
- **Website:** www.i-m-a.org.uk



## Activities

**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

**Activities:** 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.

**Area of benefit:** NATIONAL




## Classification

- **How:** Provides Services, Provides Advocacy/advice/information, Acts As An Umbrella Or Resource Body
- **What:** Education/training, The Prevention Or Relief Of Poverty, Economic/community Development/employment
- **Who:** Children/young People, Elderly/old People, The General Public/mankind



## Areas of operation

- Throughout England And Wales



## Finances

| Period end | Income | Expenditure | Assets | Employees |
|---|---|---|---|---|
| Dec. 31, 2024 | £637657 | £622140 | £1043064 | 10 |
| Dec. 31, 2023 | £704620 | £774143 | £1027547 | 10 |
| Dec. 31, 2022 | £937083 | £842644 | £1097070 | 9 |
| Dec. 31, 2021 | £991529 | £675874 | £1002631 | 10 |
| Dec. 31, 2020 | £551194 | £510835 | £686976 | 10 |



## Trustees

- Aadal Shafiq — appointed Sept. 27, 2021
- Anna Ruth Walters — appointed Feb. 22, 2021
- CHARLENE MARKS — appointed Sept. 24, 2024
- David John Burdis — appointed May 15, 2023
- Laurence James Goldberg — appointed Feb. 22, 2021
- Stuart Goodman — appointed May 23, 2023