Personal Investment Management and Financial Advice Association

Active02991400 Private company limited by guarantee
Incorporated
17 November 1994 (31 years)
Previously known as
Wealth Management Association (until 31 May 2017)
Association of Private Client Investment Managers and Stockbrokers (until 9 October 2013)
Industry
Activities of other membership organizations n.e.c. (94990)
Directors
Daniel Geoffrey William Boardman-Weston
Andrea Gertrude Martha Montague
Accounts type
Small
Region
Greater London
Address
69 Carter Lane
London
EC4V 5EQ

Filing status

Accounts due
28 February 2027
Last accounts
31 May 2025
Conf. stmt due
28 November 2026
Last conf. stmt
14 November 2025

Officers 16 active

Officer details are public data from the Companies House register.

Boardman-Weston, Daniel Geoffrey William
Director · Appointed 1 September 2026
British
Born September 1992 (34)
Director · Appointed 5 May 2026
Also at Trinitybridge Fund Management Limited, Cbam Bidco 1 Limited, Close Portfolio Management Limited · more companies
British
Born March 1966 (60)
Montague, Andrea Gertrude Martha
Director · Appointed 27 March 2026
British
Born April 1975 (51)
Director · Appointed 1 March 2026
Also at At Home Foundation
British
Born January 1957 (69)
Director · Appointed 2 June 2025
Also at Nedbank Private Wealth Limited
British
Born July 1973 (53)
Flynn, Richard
Director · Appointed 12 March 2025
Irish
Born April 1980 (46)
Director · Appointed 7 October 2024
British
Born June 1973 (53)
Davies, Charley
Director · Appointed 11 September 2024
British
Born April 1973 (53)
Hurst, Emma Louise
Secretary · Appointed 28 June 2023
Director · Appointed 1 January 2023
Also at True Potential Wealth Management LLP · more companies
Irish
Born September 1975 (51)
Tuffield, Ray
Director · Appointed 1 September 2022
British
Born June 1956 (70)
Bettison, Nick
Director · Appointed 1 January 2022
British
Born March 1972 (54)
Director · Appointed 3 November 2021
English
Born April 1960 (66)
Director · Appointed 1 September 2018
British
Born July 1968 (58)
Bottriell, Gary
Director · Appointed 1 June 2017
British
Born July 1960 (66)
Director · Appointed 1 September 2014
British
Born November 1962
Officer history (89 former)
1 September 2026
Appointed Boardman-Weston, Daniel Geoffrey William as Director
5 May 2026
Appointed Stockton, Nigel Geoffrey as Director
1 May 2026
Resigned Miles, Derek George as Director
27 March 2026
Appointed Montague, Andrea Gertrude Martha as Director
11 March 2026
1 March 2026
Appointed Tyrie, Andrew Guy as Director
4 November 2025
Resigned Mcglone, Andrew Iain as Director
4 November 2025
Resigned Spencer, Sarah Jane as Director
25 June 2025
Resigned Stockton, Paul as Director
2 June 2025
Appointed Cummins, Stuart as Director
15 May 2025
Appointed Miles, Derek George as Director
13 March 2025
Resigned Wilson, Richard Simon as Director
12 March 2025
Appointed Flynn, Richard as Director
31 December 2024
Resigned Morley, Michael John as Director
7 October 2024
Appointed Stowell, Camilla as Director
30 September 2024
Resigned Shepherd, Andrew William as Director
11 September 2024
Appointed Davies, Charley as Director
11 September 2024
Appointed Mcglone, Andrew Iain as Director
1 June 2024
Resigned Morrow, Mike as Director
18 March 2024
Resigned O'Neill, Helen as Director
18 October 2023
Resigned Whelan, Ciaran as Director
13 September 2023
Resigned Marmion, Myles Columba as Director
30 June 2023
Resigned Clarry, James as Director
28 June 2023
Appointed Hurst, Emma Louise as Secretary
1 January 2023
Appointed Stockton, Paul as Director
1 January 2023
Appointed Shepherd, Andrew William as Director
1 January 2023
Appointed O'Neill, Helen as Director
1 January 2023
Appointed Dodson, Stuart John as Director
1 September 2022
Appointed Tuffield, Ray as Director
1 March 2022
Appointed Clarry, James as Director
23 February 2022
Resigned Lovell, Penny as Director
1 January 2022
Appointed Bettison, Nick as Director
8 December 2021
Resigned Newey, Stuart William as Director
8 December 2021
Resigned Loudon, David as Director
8 December 2021
Resigned Greenwood, Martin James as Director
3 November 2021
Appointed Towers, Geoffrey Charles as Director
1 June 2021
Resigned Hall, Peter Lindop as Director
1 June 2021
Resigned Wintermeyer, David Lawrence as Director
1 February 2021
Appointed Morrow, Mike as Director
1 February 2021
Appointed Whelan, Ciaran as Director
15 December 2020
Resigned Killik, Paul Geoffrey as Director
15 December 2020
Resigned Gemmell, William Ruthven as Director
4 September 2020
Resigned Cobb, David Martin as Director
5 May 2020
Resigned Duckworth, Mark as Director
1 April 2019
Appointed Duckworth, Mark as Director
1 April 2019
Appointed Wilson, Richard Simon as Director
1 April 2019
Appointed Newey, Stuart William as Director
1 April 2019
Appointed Hall, Peter Lindop as Director
28 February 2019
Resigned Hepworth, Julie Suzanne as Director
31 December 2018
Resigned Ross, Andrew John Shirley as Director
11 December 2018
Resigned Mcculloch, James Russell as Director
11 December 2018
1 September 2018
Appointed Marmion, Myles Columba as Director
1 September 2018
Appointed Lovell, Penny as Director
1 September 2018
Appointed Davidson, Tracey Ann as Director
30 April 2018
Resigned Wragg, Jonathan Peter as Director
30 April 2018
Resigned Dickinson, Rupert Eastland as Director
1 March 2018
Appointed Wintermeyer, David Lawrence as Director
30 November 2017
Resigned Pomfret, Andrew David as Director
19 September 2017
Resigned Ingram, Timothy Charles William as Director
1 June 2017
Appointed Hepworth, Julie Suzanne as Director
1 June 2017
Appointed Greenwood, Martin James as Director
1 June 2017
Appointed Bottriell, Gary as Director
1 June 2017
31 May 2017
Resigned Seale, Adam as Director
20 September 2016
Resigned Black, Charlotte Mary as Director
31 May 2016
Resigned Lamb, David John as Director
9 December 2015
Appointed Spencer, Sarah Jane as Director
14 July 2015
Resigned Farrant, Paul Jonathan as Director
22 April 2015
Appointed Seale, Adam as Director
22 April 2015
Appointed Loudon, David as Director
24 March 2015
Appointed Morley, Michael John as Director
31 October 2014
Resigned Mc Corkell, David William as Director
6 October 2014
Resigned May, Timothy, Dr as Director
1 September 2014
Appointed Field, Elizabeth Jean as Director
3 June 2014
Resigned Tufnell, Rosina Jane as Director
29 January 2014
Appointed Dickinson, Rupert Eastland as Director
31 December 2013
Resigned Semaya, David Jonathan as Director
1 October 2013
Appointed Cobb, David Martin as Director
11 September 2013
Resigned Pearce, Gareth David as Director
11 September 2013
Appointed Black, Charlotte Mary as Director
10 July 2013
Resigned Chavasse, Paul Dominic Grant as Director
10 July 2013
Appointed Tufnell, Rosina Jane as Director
10 July 2013
Resigned Elliott, Stephen Maclaurin as Director
10 July 2013
Resigned Daly, Mary Anne as Director
1 June 2013
Resigned Ferrers, The Earl as Director
31 December 2012
Resigned Brown, Simeon Thomas, Mr. as Director
31 October 2012
Appointed Ingram, Timothy Charles William as Director
31 October 2012
Resigned Hall, John Peirs as Director
29 February 2012
Resigned Wilson, Linda Rosemary as Secretary
1 March 2011
Appointed Lamb, David John as Director
1 December 2010
Appointed Wragg, Jonathan Peter as Director
24 November 2010
Appointed Semaya, David Jonathan as Director
30 September 2010
Resigned Bennett, David Anthony as Director
8 September 2010
Resigned Still, Simon Jonathan Henry as Director
8 September 2010
Resigned Concannon, Susan Anne as Director
1 September 2010
Resigned Smith, Charles Andrew as Director
14 July 2010
Resigned Henderson, Robert David Charles as Director
14 April 2010
Appointed Chavasse, Paul Dominic Grant as Director
10 March 2010
Appointed Brown, Simeon Thomas, Mr. as Director
23 September 2009
Appointed Smith, Charles Andrew as Director
23 September 2009
Appointed Mc Corkell, David William as Director
31 May 2009
Resigned Burns, Michael Hamer as Director
30 June 2008
Resigned Ring, Christopher John as Director
1 December 2007
1 December 2007
Resigned Buckley, Dean Robert as Director
1 November 2007
Appointed Ferrers, The Earl as Director
26 September 2007
Appointed Pomfret, Andrew David as Director
26 September 2007
Resigned Powell, Geoffrey Mark as Director
26 September 2007
26 September 2007
Appointed Elliott, Stephen Maclaurin as Director
8 May 2007
Resigned Wands, Thomas Anthony as Director
11 April 2007
Appointed Lane Fox, George Charles Nicholas as Director
1 January 2007
Appointed Bennett, David Anthony as Director
30 November 2006
Resigned Knight, Angela Ann as Director
25 September 2006
Appointed Mcculloch, James Russell as Director
25 September 2006
Appointed Pearce, Gareth David as Director
25 September 2006
Appointed Farrant, Paul Jonathan as Director
14 July 2005
Appointed Gemmell, William Ruthven as Director
14 July 2005
Appointed Buckley, Dean Robert as Director
8 May 2005
Resigned Monks, David Phillip as Director
8 May 2005
Resigned Carter, Noland as Director
13 April 2005
Resigned Carr, Francis Christopher as Director
13 April 2005
Appointed Henderson, Robert David Charles as Director
9 March 2005
Resigned Hancock, Rupert Geoffrey Magin as Director
9 March 2005
Appointed Daly, Mary Anne as Director
27 September 2004
Resigned Plowman, Jeffrey Alan as Director
27 September 2004
Appointed Hancock, Rupert Geoffrey Magin as Director
9 June 2004
Appointed Still, Simon Jonathan Henry as Director
13 May 2004
Appointed Carter, Noland as Director
13 May 2004
Appointed Monks, David Phillip as Director
1 April 2004
Resigned Clark, Stephen as Director
11 February 2004
Resigned Goldschmidt, Leo Alexander as Director
13 November 2003
Resigned Brearley, Roger William as Director
9 October 2003
Resigned Beeson, Andrew Nigel Wendover as Director
30 June 2003
Resigned Pinney, Charles Frederick as Director
1 April 2003
1 April 2003
Resigned Saunders, Peter Banfield as Director
20 December 2002
Resigned Jackson, Stephen Russell as Director
19 September 2002
Resigned Sherlock, Nigel as Director
19 September 2002
Resigned Torrie, John as Director
17 July 2002
Appointed Carr, Francis Christopher as Director
1 April 2002
Appointed Goldschmidt, Leo Alexander as Director
5 March 2002
Appointed Beeson, Andrew Nigel Wendover as Director
5 March 2002
Appointed Concannon, Susan Anne as Director
10 January 2002
Appointed Clark, Stephen as Director
1 January 2002
Resigned Sinclair, David Bruce as Director
12 December 2001
30 September 2001
Resigned Read, Michael John as Director
12 October 2000
Appointed Wilson, Linda Rosemary as Secretary
11 October 2000
Resigned Brydon, Joanne Elizabeth as Secretary
19 September 2000
Appointed Wands, Thomas Anthony as Director
19 September 2000
Appointed Torrie, John as Director
19 September 2000
Appointed Ring, Christopher John as Director
24 August 2000
Resigned Jones, Philip Michael Thyer as Director
15 September 1999
Appointed May, Timothy, Dr as Director
2 October 1998
Resigned Cattermull, Paul Gurney as Director
2 October 1998
Appointed Pinney, Charles Frederick as Director
2 October 1998
Appointed Plowman, Jeffrey Alan as Director
2 October 1998
Resigned Greey, Edward Ronald as Director
1 October 1998
Resigned Henderson, John Crombie as Director
8 October 1997
Appointed Sinclair, David Bruce as Director
8 October 1997
Resigned Sealy, Nicholas John Elliot as Director
8 October 1997
Resigned Plowman, Jeffrey Alan as Director
8 October 1997
Appointed Killik, Paul Geoffrey as Director
8 October 1997
Appointed Burns, Michael Hamer as Director
8 October 1997
Resigned Dawson Paul, Anthony as Director
6 October 1997
Appointed Knight, Angela Ann as Director
3 October 1997
Resigned Turner, Geoffrey Howard as Director
11 June 1997
Appointed Plowman, Jeffrey Alan as Director
11 June 1997
Appointed Ross, Andrew John Shirley as Director
31 May 1997
Resigned Cobb, John Martin as Director
27 May 1997
Resigned Cooke, Stephen Paul as Director
9 October 1996
Appointed Jones, Philip Michael Thyer as Director
9 October 1996
Appointed Sealy, Nicholas John Elliot as Director
9 October 1996
Appointed Cattermull, Paul Gurney as Director
13 September 1995
Appointed Brearley, Roger William as Director
13 September 1995
Resigned Solomons, Bernard as Director
13 September 1995
13 September 1995
Appointed Saunders, Peter Banfield as Director
17 November 1994
Appointed Dawson Paul, Anthony as Director
17 November 1994
Appointed Solomons, Bernard as Director
17 November 1994
Appointed Brydon, Joanne Elizabeth as Secretary
17 November 1994
Appointed Hargreave, Jeremy David Hamilton as Director
17 November 1994
Appointed Read, Michael John as Director
17 November 1994
Appointed Henderson, John Crombie as Director
17 November 1994
Appointed Sherlock, Nigel as Director
17 November 1994
Appointed Greey, Edward Ronald as Director
17 November 1994
Appointed Jackson, Stephen Russell as Director
17 November 1994
Appointed Turner, Geoffrey Howard as Director
17 November 1994
Appointed Powell, Geoffrey Mark as Director
17 November 1994
Appointed Cobb, John Martin as Director
17 November 1994
Appointed Hall, John Peirs as Director
17 November 1994
Appointed Cooke, Stephen Paul as Director

Ownership 0 active

People and entities with significant control, from the Companies House PSC register

The company has declared that it has no person with significant control.

Holdings 1

Companies where Personal Investment Management and Financial Advice Association is registered as a person with significant control

Owns 75–100% of shares
Active

Filings 333

DateDescriptionMade Up ToPagesPDF
2 September 2026Appointment of a director
15 May 2026Appointment of a director
8 May 2026Termination of appointment of a director
17 April 2026Director's details changed
1 April 2026Appointment of a director
Show all 333 filings

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