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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 30 years ago.
Status
Active
Active since incorporation
Company No
02991400
Private Limited Company by guarantee without share capital, use of 'Limited' exemption
Age
30 years
Incorporated 17 November 1994
Size
Small
Turnover is under £15M
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Submitted
Dated 17 November 2024 (11 months ago)
Next confirmation dated 17 November 2025
Due by 1 December 2025 (1 month remaining)
Last change occurred 8 years ago
Accounts
Submitted
For period 1 Jun31 May 2024 (1 year)
Accounts type is Small
Next accounts for period 31 May 2025
Due by 28 February 2026 (4 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
23
Shareholders
-
Controllers (PSC)
1
Director • Director • Ceo • British • Lives in England • Born in Sep 1967
Director • Director • British • Lives in England • Born in Dec 1971
Director • Chartered Financial Planner • British • Lives in UK • Born in Jul 1960
Director • Ceo • British • Lives in England • Born in Mar 1973
Shareholders, PSCs & Group Structure
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Mutual Companies
Quilter Cheviot Limited
Andrew Iain McGlone is a mutual person.
Active
The Walpole Committee Limited
Michael John Morley is a mutual person.
Active
Brooks Macdonald Financial Consulting Limited
Andrew William Shepherd is a mutual person.
Active
Brooks Macdonald Asset Management Limited
Andrew William Shepherd is a mutual person.
Active
Philanthropy Impact
Sarah Jane Spencer Soar is a mutual person.
Active
Lebc Holdings Limited
Derek George Miles is a mutual person.
Active
Centre For Mental Health
Michael John Morley is a mutual person.
Active
Openwork Limited
Stuart John Dodson is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 May 2024
For period 31 May31 May 2024
Traded for 12 months
Cash in Bank
£1.27M
Decreased by £391.96K (-24%)
Turnover
£3.94M
Increased by £551.34K (+16%)
Employees
30
Increased by 2 (+7%)
Total Assets
£2.47M
Decreased by £122.76K (-5%)
Total Liabilities
-£833.1K
Decreased by £365.19K (-30%)
Net Assets
£1.64M
Increased by £242.43K (+17%)
Debt Ratio (%)
34%
Decreased by 12.49% (-27%)
Latest Activity
Paul Stockton Resigned
3 Months Ago on 25 Jun 2025
Mr Stuart Cummins Details Changed
4 Months Ago on 18 Jun 2025
Mr Stuart Cummins Appointed
4 Months Ago on 2 Jun 2025
Mr Derek George Miles Appointed
5 Months Ago on 15 May 2025
Sarah Jane Spencer Details Changed
6 Months Ago on 25 Apr 2025
Mr Paul Stockton Details Changed
6 Months Ago on 25 Apr 2025
Richard Simon Wilson Resigned
7 Months Ago on 13 Mar 2025
Mr Richard Flynn Appointed
7 Months Ago on 12 Mar 2025
Michael John Morley Resigned
9 Months Ago on 31 Dec 2024
Small Accounts Submitted
10 Months Ago on 28 Nov 2024
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Documents
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
Appointment of Mr Richard Flynn as a director on 12 March 2025
Submitted on 25 Mar 2025
Termination of appointment of Richard Simon Wilson as a director on 13 March 2025
Submitted on 13 Mar 2025
Termination of appointment of Michael John Morley as a director on 31 December 2024
Submitted on 9 Jan 2025
Accounts for a small company made up to 31 May 2024
Submitted on 28 Nov 2024
Repayment History
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