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Institute Of Money Advisers
Institute Of Money Advisers is an active company incorporated on 9 March 2005 with the registered office located in Bradford, West Yorkshire. Institute Of Money Advisers was registered 20 years ago.
Watch Company
Status
Active
Active since
incorporation
Company No
05386480
Private Limited Company by guarantee without share capital, use of 'Limited' exemption
Age
20 years
Incorporated
9 March 2005
Size
Micro
Turnover is under
£1M
Under
10 employees
Confirmation
Submitted
Dated
9 March 2025
(6 months ago)
Next confirmation dated
9 March 2026
Due by
23 March 2026
(6 months remaining)
Last change occurred
8 years ago
Accounts
Submitted
For period
1 Jan
⟶
31 Dec 2024
(1 year)
Accounts type is
Full
Next accounts for period
31 December 2025
Due by
30 September 2026
(1 year remaining)
Learn more about Institute Of Money Advisers
Contact
Address
Carlton House
Grammar School Street
Bradford
BD1 4NS
England
Address changed on
18 Nov 2021
(3 years ago)
Previous address was
First Floor 4 Park Court Park Cross Street Leeds West Yorkshire LS1 2QH
Companies in BD1 4NS
Telephone
01132420048
Email
Available in Endole App
Website
I-m-a.org.uk
See All Contacts
People
Officers
11
Shareholders
-
Controllers (PSC)
1
Charlene Marks
Director • Secretary • Head Of Mental Health And Money Advice • British • Lives in England • Born in Jan 1983
Sara Williams
Director • Secretary • Retired • British • Lives in England • Born in Aug 1959
Mr Aadal Shafiq
Director • Specialist Debt Adviser • British • Lives in England • Born in May 1986
Anna Ruth Walters
Director • British • Lives in England • Born in Jan 1975
Mr Stuart Goodman
Director • Retired • British • Lives in England • Born in Mar 1952
See Key People
Shareholders, PSCs & Group Structure
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Mutual Companies
Premier Physical Healthcare Ltd
Laurence James Goldberg is a mutual person.
Active
Energy Fitness Professionals Limited
Laurence James Goldberg is a mutual person.
Active
Laurel Accountancy Ltd
Laurence James Goldberg is a mutual person.
Active
Pioneer Healthcare Limited
Laurence James Goldberg is a mutual person.
Active
About Health Limited
Laurence James Goldberg is a mutual person.
Active
Primary Care North East Community Interest Company
Laurence James Goldberg is a mutual person.
Active
Totally Health Limited
Laurence James Goldberg is a mutual person.
Active
Thespace C.I.C
Laurence James Goldberg is a mutual person.
Active
See All Mutual Companies
Financials
Net Assets, Total Assets & Total Liabilities (2014–2024)
Period Ended
31 Dec 2024
For period
31 Dec
⟶
31 Dec 2024
Traded for
12 months
Cash in Bank
£1.04M
Increased by £52.82K (+5%)
Turnover
£637.66K
Decreased by £299.43K (-32%)
Employees
10
Increased by 1 (+11%)
Total Assets
£1.09M
Decreased by £31.03K (-3%)
Total Liabilities
-£51.13K
Increased by £22.98K (+82%)
Net Assets
£1.04M
Decreased by £54.01K (-5%)
Debt Ratio (%)
5%
Increased by 2.17% (+87%)
See 10 Year Full Financials
Latest Activity
Miss Anna Ruth Walters Details Changed
1 Month Ago on 29 Jul 2025
Mrs Charlene Marks Appointed
1 Month Ago on 29 Jul 2025
Mrs Charlene Marks Details Changed
1 Month Ago on 29 Jul 2025
Sara Williams Resigned
1 Month Ago on 29 Jul 2025
Sara Williams Resigned
2 Months Ago on 24 Jun 2025
Full Accounts Submitted
3 Months Ago on 23 May 2025
Confirmation Submitted
6 Months Ago on 10 Mar 2025
Mrs Charlene Marks Appointed
11 Months Ago on 24 Sep 2024
Jacqueline Fielding Resigned
1 Year 2 Months Ago on 21 Jun 2024
Full Accounts Submitted
1 Year 3 Months Ago on 14 May 2024
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Get Credit Report
Discover Institute Of Money Advisers's Credit Score, how much credit you can offer them, and how likely they are to repay you
See All Credit Score & Limits
Documents
Termination of appointment of Sara Williams as a secretary on 29 July 2025
Submitted on 30 Jul 2025
Director's details changed for Mrs Charlene Marks on 29 July 2025
Submitted on 30 Jul 2025
Director's details changed for Miss Anna Ruth Walters on 29 July 2025
Submitted on 30 Jul 2025
Appointment of Mrs Charlene Marks as a secretary on 29 July 2025
Submitted on 30 Jul 2025
Termination of appointment of Sara Williams as a director on 24 June 2025
Submitted on 7 Jul 2025
Full accounts made up to 31 December 2024
Submitted on 23 May 2025
Confirmation statement made on 9 March 2025 with no updates
Submitted on 10 Mar 2025
Appointment of Mrs Charlene Marks as a director on 24 September 2024
Submitted on 7 Oct 2024
Memorandum and Articles of Association
Submitted on 30 Jul 2024
Resolutions
Submitted on 30 Jul 2024
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Repayment History
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