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Personal Investment Management And Financial Advice Association

Personal Investment Management And Financial Advice Association is an active company incorporated on 17 November 1994 with the registered office located in London, City of London. Personal Investment Management And Financial Advice Association was registered 31 years ago.
Status
Active
Active since incorporation
Company No
02991400
Private Limited Company by guarantee without share capital, use of 'Limited' exemption
Age
31 years
Incorporated 17 November 1994
Size
Small
Turnover is under £15M
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Submitted
Dated 14 November 2025 (23 days ago)
Next confirmation dated 14 November 2026
Due by 28 November 2026 (11 months remaining)
Last change occurred 9 years ago
Accounts
Submitted
For period 1 Jun31 May 2025 (12 months)
Accounts type is Small
Next accounts for period 31 May 2026
Due by 28 February 2027 (1 year 2 months remaining)
Address
69 Carter Lane
London
EC4V 5EQ
England
Address changed on 4 May 2022 (3 years ago)
Previous address was Pimfa, 5th Floor 10 st Bride Street London EC4A 4AD United Kingdom
Telephone
02074487100
Email
Available in Endole App
People
Officers
14
Shareholders
-
Controllers (PSC)
1
Director • Chartered Financial Planner • British • Lives in UK • Born in Jul 1960
Director • Group General Counsel • British • Lives in England • Born in Apr 1973
Director • Chief Executive • British • Lives in England • Born in Nov 1962
Director • Managing Director • British • Lives in England • Born in Jun 1973
Director • Stockbroker • British • Lives in England • Born in Mar 1972
Shareholders, PSCs & Group Structure
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Mutual Companies
Lebc Holdings Limited
Derek George Miles is a mutual person.
Active
Openwork Limited
Stuart John Dodson is a mutual person.
Active
Openwork Access Limited
Stuart John Dodson is a mutual person.
Active
Figure Out Limited
Stuart John Dodson is a mutual person.
Active
2 Plan Group Limited
Stuart John Dodson is a mutual person.
Active
2 Plan Wealth Management Limited
Stuart John Dodson is a mutual person.
Active
Lydiard Fields Business Park Management Limited
Stuart John Dodson is a mutual person.
Active
2 Plan Limited
Stuart John Dodson is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
31 May 2025
For period 31 May31 May 2025
Traded for 12 months
Cash in Bank
£2.93M
Increased by £1.66M (+130%)
Turnover
£4.02M
Increased by £83.3K (+2%)
Employees
33
Increased by 3 (+10%)
Total Assets
£5.48M
Increased by £3.01M (+122%)
Total Liabilities
-£3.84M
Increased by £3.01M (+361%)
Net Assets
£1.64M
Increased by £4.77K (0%)
Debt Ratio (%)
70%
Increased by 36.32% (+108%)
Latest Activity
Small Accounts Submitted
20 Days Ago on 17 Nov 2025
Confirmation Submitted
23 Days Ago on 14 Nov 2025
Sarah Jane Spencer Resigned
1 Month Ago on 4 Nov 2025
Andrew Iain Mcglone Resigned
1 Month Ago on 4 Nov 2025
Paul Stockton Resigned
5 Months Ago on 25 Jun 2025
Mr Stuart Cummins Details Changed
5 Months Ago on 18 Jun 2025
Mr Stuart Cummins Appointed
6 Months Ago on 2 Jun 2025
Mr Derek George Miles Appointed
6 Months Ago on 15 May 2025
Sarah Jane Spencer Details Changed
7 Months Ago on 25 Apr 2025
Mr Paul Stockton Details Changed
7 Months Ago on 25 Apr 2025
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Documents
Accounts for a small company made up to 31 May 2025
Submitted on 17 Nov 2025
Confirmation statement made on 14 November 2025 with no updates
Submitted on 14 Nov 2025
Termination of appointment of Andrew Iain Mcglone as a director on 4 November 2025
Submitted on 5 Nov 2025
Termination of appointment of Sarah Jane Spencer as a director on 4 November 2025
Submitted on 5 Nov 2025
Termination of appointment of Paul Stockton as a director on 25 June 2025
Submitted on 25 Jun 2025
Director's details changed for Mr Stuart Cummins on 18 June 2025
Submitted on 18 Jun 2025
Appointment of Mr Stuart Cummins as a director on 2 June 2025
Submitted on 5 Jun 2025
Appointment of Mr Derek George Miles as a director on 15 May 2025
Submitted on 20 May 2025
Director's details changed for Sarah Jane Spencer on 25 April 2025
Submitted on 25 Apr 2025
Director's details changed for Mr Paul Stockton on 25 April 2025
Submitted on 25 Apr 2025
Repayment History
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