PERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION

PERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION

  • Overview
  • Summary
  • Purpose
  • Address
  • Previous names
  • Accounts
  • Confirmation Statement
  • Filings
  • Officers
  • Persons with signficant control statements
  • Data Source
  • Overview

    Company NamePERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION
    Company StatusActive
    Legal FormPrivate Limited Company by guarantee without share capital, use of 'Limited' exemption
    Company Number 02991400
    JurisdictionEngland/Wales
    Date of Creation

    Summary

    Has Super Secure PSCsNo
    Has ChargesNo
    Has Insolvency HistoryNo
    Registered Office is in DisputeNo

    What is the purpose of PERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION?

    • Activities of other membership organisations n.e.c. (94990) / Other service activities

    Where is PERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION located?

    Registered Office Address
    69 Carter Lane
    EC4V 5EQ London
    England
    Undeliverable Registered Office AddressNo

    What were the previous names of PERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION?

    Previous Company Names
    Company NameFromUntil
    WEALTH MANAGEMENT ASSOCIATIONOct 09, 2013Oct 09, 2013
    ASSOCIATION OF PRIVATE CLIENT INVESTMENT MANAGERS AND STOCKBROKERSNov 17, 1994Nov 17, 1994

    What are the latest accounts for PERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION?

    OverdueNo
    Next Accounts
    Next Accounts Period End OnMay 31, 2026
    Next Accounts Due OnFeb 28, 2027
    Last Accounts
    Last Accounts Made Up ToMay 31, 2025

    What is the status of the latest confirmation statement for PERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION?

    Last Confirmation Statement Made Up ToNov 14, 2026
    Next Confirmation Statement DueNov 28, 2026
    Last Confirmation Statement
    Next Confirmation Statement Made Up ToNov 14, 2025
    OverdueNo

    What are the latest filings for PERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION?

    Filings
    DateDescriptionDocumentType

    Appointment of Mr Daniel Geoffrey William Boardman-Weston as a director on Sep 01, 2026

    2 pagesAP01

    Appointment of Mr Nigel Geoffrey Stockton as a director on May 05, 2026

    2 pagesAP01

    Termination of appointment of Derek George Miles as a director on May 01, 2026

    1 pagesTM01

    Director's details changed for Ms Camilla Stowell on Apr 17, 2026

    2 pagesCH01

    Appointment of Mrs Andrea Gertrude Martha Montague as a director on Mar 27, 2026

    2 pagesAP01

    Termination of appointment of John Selwyn Deben as a director on Mar 11, 2026

    1 pagesTM01

    Appointment of Mr Andrew Guy Tyrie as a director on Mar 01, 2026

    2 pagesAP01

    Accounts for a small company made up to May 31, 2025

    18 pagesAA

    Confirmation statement made on Nov 14, 2025 with no updates

    3 pagesCS01

    Termination of appointment of Sarah Jane Spencer as a director on Nov 04, 2025

    1 pagesTM01

    Termination of appointment of Andrew Iain Mcglone as a director on Nov 04, 2025

    1 pagesTM01

    Termination of appointment of Paul Stockton as a director on Jun 25, 2025

    1 pagesTM01

    Director's details changed for Mr Stuart Cummins on Jun 18, 2025

    2 pagesCH01

    Appointment of Mr Stuart Cummins as a director on Jun 02, 2025

    2 pagesAP01

    Appointment of Mr Derek George Miles as a director on May 15, 2025

    2 pagesAP01

    Director's details changed for Sarah Jane Spencer on Apr 25, 2025

    2 pagesCH01

    Director's details changed for Mr Paul Stockton on Apr 25, 2025

    2 pagesCH01

    Appointment of Mr Richard Flynn as a director on Mar 12, 2025

    2 pagesAP01

    Termination of appointment of Richard Simon Wilson as a director on Mar 13, 2025

    1 pagesTM01

    Termination of appointment of Michael John Morley as a director on Dec 31, 2024

    1 pagesTM01

    Accounts for a small company made up to May 31, 2024

    18 pagesAA

    Confirmation statement made on Nov 17, 2024 with no updates

    3 pagesCS01

    Appointment of Ms Camilla Stowell as a director on Oct 07, 2024

    2 pagesAP01

    Termination of appointment of Andrew William Shepherd as a director on Sep 30, 2024

    1 pagesTM01

    Appointment of Mr Andrew Iain Mcglone as a director on Sep 11, 2024

    2 pagesAP01

    Who are the officers of PERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION?

    Officers
    NameAppointed OnResigned OnRoleAddressCompany IdentificationCountry of ResidenceNationalityDate of BirthOccupationNumber
    HURST, Emma Louise
    Carter Lane
    EC4V 5EQ London
    69 Carter Lane
    England
    Secretary
    Carter Lane
    EC4V 5EQ London
    69 Carter Lane
    England
    310757350001
    BETTISON, Nick
    1st Floor, 7 Birchin Lane
    EC3V 9BW London
    Redmayne Bentley Llp
    Greater London
    United Kingdom
    Director
    1st Floor, 7 Birchin Lane
    EC3V 9BW London
    Redmayne Bentley Llp
    Greater London
    United Kingdom
    EnglandBritish291061960001
    BOARDMAN-WESTON, Daniel Geoffrey William
    Elm Court,
    Meriden Business Park,
    CV5 9RL Coventry
    Bri House,
    England
    Director
    Elm Court,
    Meriden Business Park,
    CV5 9RL Coventry
    Bri House,
    England
    EnglandBritish351981090001
    BOTTRIELL, Gary
    Uppington
    BH21 7HP Wimborne Minster
    Hill House
    Dorset
    Uk
    Director
    Uppington
    BH21 7HP Wimborne Minster
    Hill House
    Dorset
    Uk
    United KingdomBritish233202940001
    CUMMINS, Stuart
    Arthur Street
    EC4R 9AB London
    12
    England
    Director
    Arthur Street
    EC4R 9AB London
    12
    England
    EnglandBritish246223740001
    DAVIDSON, Tracey Ann
    Thomas More Square
    E1W 1WY London
    3
    England
    Director
    Thomas More Square
    E1W 1WY London
    3
    England
    United KingdomBritish178697470001
    DAVIES, Charley
    Gresham Street
    EC2V 7BG London
    45
    England
    Director
    Gresham Street
    EC2V 7BG London
    45
    England
    EnglandBritish327248080001
    DODSON, Stuart John
    Cornmill Crescent
    Holystone Park
    NE27 0ND Newcastle Upon Tyne
    30
    England
    Director
    Cornmill Crescent
    Holystone Park
    NE27 0ND Newcastle Upon Tyne
    30
    England
    United KingdomIrish264578860001
    FIELD, Elizabeth Jean
    Carter Lane
    EC4V 5EQ London
    69
    England
    Director
    Carter Lane
    EC4V 5EQ London
    69
    England
    EnglandBritish109450820002
    FLYNN, Richard
    Ludgate Hill
    EC4M 7JN London
    33
    England
    Director
    Ludgate Hill
    EC4M 7JN London
    33
    England
    EnglandIrish333842410001
    MONTAGUE, Andrea Gertrude Martha
    Leadenhall Street
    EC3A 2BJ London
    40
    England
    Director
    Leadenhall Street
    EC3A 2BJ London
    40
    England
    EnglandBritish347033820001
    STOCKTON, Nigel Geoffrey
    Wigmore Yard
    W1U 2RY London
    42
    England
    Director
    Wigmore Yard
    W1U 2RY London
    42
    England
    EnglandBritish339792540001
    STOWELL, Camilla
    Gresham Street
    EC2V 7QN London
    30
    England
    Director
    Gresham Street
    EC2V 7QN London
    30
    England
    EnglandBritish321650600001
    TOWERS, Geoffrey Charles
    Carter Lane
    EC4V 5EQ London
    69
    England
    Director
    Carter Lane
    EC4V 5EQ London
    69
    England
    EnglandEnglish289059120001
    TUFFIELD, Ray
    Cuckoo Lane
    TN11 0AG Tonbridge
    5a Valley Industries
    Kent
    England
    Director
    Cuckoo Lane
    TN11 0AG Tonbridge
    5a Valley Industries
    Kent
    England
    EnglandBritish299694210001
    TYRIE, Andrew Guy
    Carter Lane
    EC4V 5EQ London
    69
    England
    Director
    Carter Lane
    EC4V 5EQ London
    69
    England
    EnglandBritish300721240001
    BRYDON, Joanne Elizabeth
    The Grey House Burford Road
    Filkins
    GL7 3JW Lechlade
    Gloucestershire
    Secretary
    The Grey House Burford Road
    Filkins
    GL7 3JW Lechlade
    Gloucestershire
    British37451200003
    WILSON, Linda Rosemary
    9 Oakwood Court
    Gordon Road
    E4 6BX Chingford
    London
    Secretary
    9 Oakwood Court
    Gordon Road
    E4 6BX Chingford
    London
    British79170410001
    BEESON, Andrew Nigel Wendover
    21 Warwick Square
    SW1V 2AB London
    Director
    21 Warwick Square
    SW1V 2AB London
    British89501920001
    BENNETT, David Anthony
    20 Regents Bridge Gardens
    SW8 1JR London
    Director
    20 Regents Bridge Gardens
    SW8 1JR London
    EnglandBritish14157240002
    BLACK, Charlotte Mary
    City Road
    EC1Y 2AJ London
    22
    United Kingdom
    Director
    City Road
    EC1Y 2AJ London
    22
    United Kingdom
    EnglandBritish82714350002
    BREARLEY, Roger William
    Dunollie
    Low Stott Park
    LA12 8AX Ulverston
    Cumbria
    Director
    Dunollie
    Low Stott Park
    LA12 8AX Ulverston
    Cumbria
    British6791000003
    BROWN, Simeon Thomas, Mr.
    St James's Street
    SW1A 1EJ London
    78
    Director
    St James's Street
    SW1A 1EJ London
    78
    United KingdomBritish126105460002
    BUCKLEY, Dean Robert
    Stonecrop Home Farm Lane
    Great Addington
    NN14 4BL Kettering
    Northamptonshire
    Director
    Stonecrop Home Farm Lane
    Great Addington
    NN14 4BL Kettering
    Northamptonshire
    EnglandBritish127381220001
    BURNS, Michael Hamer
    The Rookery Hall Lane
    Lathom
    L40 5UG Ormskirk
    Lancashire
    Director
    The Rookery Hall Lane
    Lathom
    L40 5UG Ormskirk
    Lancashire
    EnglandBritish43863650001
    CARR, Francis Christopher
    49 Moore Park Road
    Fulham
    SW6 2HP London
    Director
    49 Moore Park Road
    Fulham
    SW6 2HP London
    United KingdomBritish34871490001
    CARTER, Noland
    54 Lombard Street
    EC3P 3AH London
    Director
    54 Lombard Street
    EC3P 3AH London
    American44738820002
    CATTERMULL, Paul Gurney
    Duck Folly 207 Balham High Road
    Wandsworth
    SW17 7BQ London
    Director
    Duck Folly 207 Balham High Road
    Wandsworth
    SW17 7BQ London
    EnglandBritish19149320002
    CHAVASSE, Paul Dominic Grant
    Curzon Street
    W1J 5FB London
    1
    United Kingdom
    Director
    Curzon Street
    W1J 5FB London
    1
    United Kingdom
    UkBritish78252330002
    CLARK, Stephen
    The Grey House Langton Road
    Langton Green
    TN3 0HP Tunbridge Wells
    Kent
    Director
    The Grey House Langton Road
    Langton Green
    TN3 0HP Tunbridge Wells
    Kent
    United KingdomBritish52747390002
    CLARRY, James
    Strand
    WC2R 0QS London
    440
    England
    Director
    Strand
    WC2R 0QS London
    440
    England
    EnglandBritish293151570002
    COBB, David Martin
    City Road
    EC1Y 2AJ London
    22
    United Kingdom
    Director
    City Road
    EC1Y 2AJ London
    22
    United Kingdom
    United KingdomBritish30720280001
    COBB, John Martin
    Pinehurst Eridge Road
    Eridge Green
    TN3 9JU Tunbridge Wells
    Kent
    Director
    Pinehurst Eridge Road
    Eridge Green
    TN3 9JU Tunbridge Wells
    Kent
    British58540050001
    CONCANNON, Susan Anne
    Trinity Road
    HX1 2RG Halifax
    West Yorkshire
    Director
    Trinity Road
    HX1 2RG Halifax
    West Yorkshire
    British31063900004
    COOKE, Stephen Paul
    Sedgehurst
    Alfold
    GU6 8HU Cranleigh
    Surrey
    Director
    Sedgehurst
    Alfold
    GU6 8HU Cranleigh
    Surrey
    British5468400001

    What are the latest statements on persons with significant control for PERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION?

    Persons with signficant control statements
    Notified OnCeased OnStatement
    Nov 17, 2016The company knows or has reasonable cause to believe that there is no registrable person or registrable relevant legal entity in relation to the company

    Data Source

    • UK Companies House
      The official register of companies in the UK, providing public access to company information such as names, addresses, directors, and financial filings.
    • license: CC0