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Home > England & Wales Companies > PERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION
Company Information for

PERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION

69 CARTER LANE, LONDON, EC4V 5EQ,
Company Registration Number
02991400
PRI/LBG/NSC (Private, Limited by guarantee, no share capital, use of 'Limited' exemption)
Active

Company Overview

About Personal Investment Management And Financial Advice Association
PERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION was founded on 1994-11-17 and has its registered office in London. The organisation's status is listed as "Active". Personal Investment Management And Financial Advice Association is a PRI/LBG/NSC (Private, Limited by guarantee, no share capital, use of 'Limited' exemption) registered in ENGLAND with Companies House and the accounts submission requirement is categorised as SMALL
Key Data
Company Name
PERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION
 
Legal Registered Office
69 CARTER LANE
LONDON
EC4V 5EQ
Other companies in EC1Y
 
Previous Names
WEALTH MANAGEMENT ASSOCIATION31/05/2017
ASSOCIATION OF PRIVATE CLIENT INVESTMENT MANAGERS AND STOCKBROKERS09/10/2013
Filing Information
Company Number 02991400
Company ID Number 02991400
Date formed 1994-11-17
Country ENGLAND
Origin Country United Kingdom
Type PRI/LBG/NSC (Private, Limited by guarantee, no share capital, use of 'Limited' exemption)
CompanyStatus Active
Lastest accounts 31/05/2024
Account next due 28/02/2026
Latest return 17/11/2015
Return next due 15/12/2016
Type of accounts SMALL
Last Datalog update: 2024-12-05 08:10:45
Primary Source:Companies House
There are multiple companies registered at this address, the registered address may be the accountant's offices for PERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION
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Company Officers of PERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION

Current Directors
Officer Role Date Appointed
GARY BOTTRIELL
 Director 2017-06-01
DAVID MARTIN COBB
 Director 2013-10-01
JOHN SELWYN DEBEN
 Director 2017-06-01
ELIZABETH JEAN FIELD
 Director 2014-09-01
WILLIAM RUTHVEN GEMMELL
 Director 2005-07-14
MARTIN JAMES GREENWOOD
 Director 2017-06-01
JULIE SUZANNE HEPWORTH
 Director 2017-06-01
DAVID HOWARTH SEYMOUR HOWARD
 Director 2001-12-12
PAUL GEOFFREY KILLIK
 Director 1997-10-08
DAVID LOUDON
 Director 2015-04-22
JAMES RUSSELL MCCULLOCH
 Director 2006-09-25
MICHAEL JOHN MORLEY
 Director 2015-03-24
ANDREW JOHN SHIRLEY ROSS
 Director 1997-06-11
SARAH JANE SPENCER SOAR
 Director 2015-12-09
DAVID LAWRENCE WINTERMEYER
 Director 2018-03-01
Previous Officers
Officer Role Date Appointed Date Resigned
RUPERT EASTLAND DICKINSON
 Director 2014-01-29 2018-04-30
CHARLOTTE MARY BLACK
 Director 2013-09-11 2016-09-20
PAUL DOMINIC GRANT CHAVASSE
 Director 2010-04-14 2013-07-10
MARY ANNE DALY
 Director 2005-03-09 2013-07-10
SIMEON THOMAS BROWN
 Director 2010-03-10 2012-12-31
LINDA ROSEMARY WILSON
 Company Secretary 2000-10-12 2012-02-29
DAVID ANTHONY BENNETT
 Director 2007-01-01 2010-09-30
SUSAN ANNE CONCANNON
 Director 2002-03-05 2010-09-08
MICHAEL HAMER BURNS
 Director 1997-10-08 2009-05-31
DEAN ROBERT BUCKLEY
 Director 2005-07-14 2007-12-01
NOLAND CARTER
 Director 2004-05-13 2005-05-08
FRANCIS CHRISTOPHER CARR
 Director 2002-07-17 2005-04-13
STEPHEN CLARK
 Director 2002-01-10 2004-04-01
ROGER WILLIAM BREARLEY
 Director 1995-09-13 2003-11-13
ANDREW NIGEL WENDOVER BEESON
 Director 2002-03-05 2003-10-09
JOANNE ELIZABETH BRYDON
 Company Secretary 1994-11-17 2000-10-11
PAUL GURNEY CATTERMULL
 Director 1996-10-09 1998-10-02
ANTHONY DAWSON PAUL
 Director 1994-11-17 1997-10-08
JOHN MARTIN COBB
 Director 1994-11-17 1997-05-31
STEPHEN PAUL COOKE
 Director 1994-11-17 1997-05-27

Related Directorships

Officer Related Company Role Date Appointed Role StatusIncorporation dateCompany Status
DAVID MARTIN COBB EVELYN PARTNERS CORPORATE FINANCE LIMITED Director 2013-09-26 CURRENT 2002-09-12 Active
DAVID MARTIN COBB ATHENAEUM SECRETARIES LIMITED Director 2013-09-26 CURRENT 2000-04-12 Active
DAVID MARTIN COBB ATHENAEUM DIRECTORS LIMITED Director 2013-09-26 CURRENT 2000-07-20 Active
DAVID MARTIN COBB SMITH & WILLIAMSON TRUSTEES LIMITED Director 2013-09-26 CURRENT 1994-12-06 Active
DAVID MARTIN COBB SMITH & WILLIAMSON CORPORATE SERVICES LIMITED Director 2013-09-26 CURRENT 1995-11-01 Liquidation
DAVID MARTIN COBB EVELYN PARTNERS FINANCIAL SERVICES LIMITED Director 2013-09-26 CURRENT 1995-12-01 Active
DAVID MARTIN COBB SMITH & WILLIAMSON GROUP HOLDINGS LIMITED Director 2013-09-26 CURRENT 1996-01-10 Active - Proposal to Strike off
DAVID MARTIN COBB EVELYN PARTNERS PS SERVICES LIMITED Director 2013-09-26 CURRENT 2002-09-12 Active
DAVID MARTIN COBB SMITH & WILLIAMSON FREANEY (UK) LIMITED Director 2013-09-26 CURRENT 2008-05-29 Active - Proposal to Strike off
DAVID MARTIN COBB EVELYN PARTNERS PS HOLDINGS LIMITED Director 2013-09-26 CURRENT 2012-01-26 Active
DAVID MARTIN COBB 1 RIDING HOUSE STREET LIMITED Director 2013-09-26 CURRENT 1984-07-23 Active - Proposal to Strike off
DAVID MARTIN COBB M & A INTERNATIONAL LIMITED Director 2013-09-26 CURRENT 1989-10-05 Active - Proposal to Strike off
DAVID MARTIN COBB M & A PARTNERS LIMITED Director 2013-09-26 CURRENT 1991-11-27 Active - Proposal to Strike off
DAVID MARTIN COBB 25 MOORGATE LIMITED Director 2013-09-26 CURRENT 1998-12-11 Active
DAVID MARTIN COBB CUNNINGHAM COATES LIMITED Director 2013-09-26 CURRENT 1990-05-14 Active - Proposal to Strike off
DAVID MARTIN COBB EVELYN PARTNERS FUND SOLUTIONS LIMITED Director 2013-09-26 CURRENT 1985-07-30 Active
DAVID MARTIN COBB NCL (NOMINEES) LIMITED Director 2013-09-26 CURRENT 1986-09-18 Active
DAVID MARTIN COBB ST VINCENT ST FUND ADMINISTRATION LIMITED Director 2013-09-26 CURRENT 2005-05-10 Active
DAVID MARTIN COBB EVELYN PARTNERS I M LIMITED Director 2011-11-07 CURRENT 2011-11-07 Active
DAVID MARTIN COBB NCL (SECURITIES) LIMITED Director 2009-05-05 CURRENT 1987-11-02 Active - Proposal to Strike off
DAVID MARTIN COBB SMITH & WILLIAMSON NOMINEES LIMITED Director 2009-05-05 CURRENT 1979-05-29 Active
DAVID MARTIN COBB EVELYN PARTNERS PROFESSIONAL SERVICES GROUP LIMITED Director 2007-10-03 CURRENT 2002-09-12 Active
DAVID MARTIN COBB NCL INVESTMENTS LIMITED Director 2006-06-30 CURRENT 1985-05-15 Active
DAVID MARTIN COBB INTERNATIONAL STUDENTS CLUB(CHURCH OF ENGLAND)LIMITED Director 1995-06-21 CURRENT 1965-04-20 Active
DAVID MARTIN COBB EVELYN PARTNERS INVESTMENT SERVICES LIMITED Director 1992-09-27 CURRENT 1970-04-02 Active
ELIZABETH JEAN FIELD APCIMS LIMITED Director 2014-09-01 CURRENT 1993-12-06 Active - Proposal to Strike off
ELIZABETH JEAN FIELD WEALTH MANAGERS ASSOCIATION Director 2014-09-01 CURRENT 2013-07-05 Active - Proposal to Strike off
ELIZABETH JEAN FIELD LIZ FIELD CONSULTING LTD Director 2005-11-16 CURRENT 2005-11-16 Dissolved 2017-08-01
MARTIN JAMES GREENWOOD SINFONIA ASSET MANAGEMENT LIMITED Director 2017-02-21 CURRENT 2007-07-11 Active
MARTIN JAMES GREENWOOD TFAS COMPLIANCE SERVICES LIMITED Director 2016-08-09 CURRENT 2000-08-08 Active
MARTIN JAMES GREENWOOD TENET LIMITED Director 2012-10-19 CURRENT 1999-10-26 In Administration
MARTIN JAMES GREENWOOD TENETLIME LIMITED Director 2012-10-19 CURRENT 2003-06-03 Active
MARTIN JAMES GREENWOOD TENETCONNECT LIMITED Director 2012-10-19 CURRENT 1991-10-17 In Administration
MARTIN JAMES GREENWOOD TENETCONNECT SERVICES LIMITED Director 2012-10-19 CURRENT 1988-07-15 In Administration
MARTIN JAMES GREENWOOD ASSOCIATION OF PROFESSIONAL FINANCIAL ADVISERS Director 2011-11-08 CURRENT 1999-05-24 Active
MARTIN JAMES GREENWOOD TENET GROUP LIMITED Director 2000-08-01 CURRENT 2000-01-19 In Administration
MARTIN JAMES GREENWOOD SECURELY DRIVEN LTD Director 1999-06-21 CURRENT 1999-06-14 Active - Proposal to Strike off
JULIE SUZANNE HEPWORTH PLATINUM PORTFOLIOS LIMITED Director 2013-12-31 CURRENT 1998-04-23 Active
JULIE SUZANNE HEPWORTH FINANCIAL CONNECTION WEALTH MANAGEMENT LIMITED Director 2013-12-23 CURRENT 2012-02-03 Active
JULIE SUZANNE HEPWORTH PERSPECTIVE (MIDLANDS & CHESHIRE) LIMITED Director 2013-12-23 CURRENT 2012-02-03 Active
JULIE SUZANNE HEPWORTH PERSPECTIVE (AVON) LIMITED Director 2013-12-23 CURRENT 2012-04-03 Active
JULIE SUZANNE HEPWORTH CAMBRIDGE INVESTMENTS LIMITED Director 2013-12-23 CURRENT 1978-05-25 Active
JULIE SUZANNE HEPWORTH WINGHAM WYATT GROUP LTD Director 2013-12-20 CURRENT 2003-01-29 Active
JULIE SUZANNE HEPWORTH PERSPECTIVE (THORNTON SPRINGER) LIMITED Director 2013-12-20 CURRENT 1994-12-19 Active
JULIE SUZANNE HEPWORTH PERSPECTIVE (SOUTH WEST) LIMITED Director 2013-12-20 CURRENT 1995-05-05 Active
JULIE SUZANNE HEPWORTH PERSPECTIVE (SOUTH) LIMITED Director 2013-12-20 CURRENT 1995-11-01 Active
JULIE SUZANNE HEPWORTH PERSPECTIVE (NORTH WEST) LIMITED Director 2013-12-20 CURRENT 2003-04-01 Active
JULIE SUZANNE HEPWORTH PERSPECTIVE (EAST ANGLIA) LIMITED Director 2013-12-20 CURRENT 1980-04-21 Active
JULIE SUZANNE HEPWORTH PERSPECTIVE (WEST) LIMITED Director 2013-12-19 CURRENT 2005-04-27 Active
JULIE SUZANNE HEPWORTH PERSPECTIVE (SOUTH EAST) LTD Director 2013-12-19 CURRENT 2009-08-28 Active
JULIE SUZANNE HEPWORTH PERSPECTIVE (HOME COUNTIES) LIMITED Director 2013-12-19 CURRENT 2010-03-02 Active
JULIE SUZANNE HEPWORTH PERSPECTIVE FINANCIAL GROUP LIMITED Director 2013-12-19 CURRENT 2007-12-18 Active
JULIE SUZANNE HEPWORTH PFM GROUP LIMITED Director 2013-01-16 CURRENT 2004-04-02 Active
DAVID LOUDON LEEDS HOSPITALS CHARITY Director 2016-11-22 CURRENT 2016-11-22 Active
DAVID LOUDON HAVELOCK HUNTER STOCKBROKERS LIMITED Director 2015-07-09 CURRENT 2004-02-04 Dissolved 2018-05-27
DAVID LOUDON HAVELOCK HUNTER ASSET MANAGEMENT LIMITED Director 2015-07-09 CURRENT 2009-03-17 Active
DAVID LOUDON HAVELOCK HUNTER NOMINEES LIMITED Director 2015-07-09 CURRENT 2004-10-08 Active
DAVID LOUDON F H F (NOMINEES) LIMITED Director 2013-05-27 CURRENT 1986-01-13 Active
DAVID LOUDON TEAWOOD NOMINEES LIMITED Director 2013-04-01 CURRENT 1992-01-09 Active
DAVID LOUDON WHIPLASH LIMITED Director 2004-07-29 CURRENT 1988-10-11 Active
DAVID LOUDON REDMAYNE CAPITAL LIMITED Director 2004-07-28 CURRENT 2000-09-01 Active
DAVID LOUDON REDM Director 1998-12-14 CURRENT 1998-09-25 Active
DAVID LOUDON REDMAYNE (NOMINEES) LIMITED Director 1995-06-22 CURRENT 1961-06-05 Active
DAVID LOUDON REDMAYNE NOMINEES (P.E.P.) LIMITED Director 1995-06-22 CURRENT 1986-10-24 Active
MICHAEL JOHN MORLEY CENTRE FOR MENTAL HEALTH Director 2017-01-19 CURRENT 2002-02-13 Active
MICHAEL JOHN MORLEY HERMANCE LIMITED Director 2016-08-02 CURRENT 2016-08-02 Active
MICHAEL JOHN MORLEY THE WALPOLE COMMITTEE LIMITED Director 2013-04-08 CURRENT 1990-07-06 Active
DAVID LAWRENCE WINTERMEYER GLOBAL DIGITAL FINANCE LIMITED Director 2018-03-10 CURRENT 2018-03-10 Active
DAVID LAWRENCE WINTERMEYER ELIPSES GROUP LIMITED Director 2018-01-03 CURRENT 2018-01-03 Active

More director information

Corporation Filing History
Companies House Filing History
This is a record of the public documents (corporate filing) lodged from Companies House where the company has filed annual returns and other statutory filing documents. Examples of documents filed include: change of registered office, accounts filing, director/officer appointments & resignations, changes in share capital, shareholder members lists etc.

DateDocument TypeDocument Description
2025-01-09APPOINTMENT TERMINATED, DIRECTOR MICHAEL JOHN MORLEY
2024-11-28SMALL COMPANY ACCOUNTS MADE UP TO 31/05/24
2024-11-21CONFIRMATION STATEMENT MADE ON 17/11/24, WITH NO UPDATES
2024-10-16DIRECTOR APPOINTED MS CAMILLA STOWELL
2024-10-02APPOINTMENT TERMINATED, DIRECTOR ANDREW WILLIAM SHEPHERD
2024-09-20DIRECTOR APPOINTED MR ANDREW IAIN MCGLONE
2024-09-17DIRECTOR APPOINTED MS CHARLEY DAVIES
2024-05-01Director's details changed for Mr Nick Bettison on 2024-05-01
2024-03-20APPOINTMENT TERMINATED, DIRECTOR HELEN O'NEILL
2023-11-21SMALL COMPANY ACCOUNTS MADE UP TO 31/05/23
2023-10-18APPOINTMENT TERMINATED, DIRECTOR CIARAN WHELAN
2023-09-22APPOINTMENT TERMINATED, DIRECTOR MYLES COLUMBA MARMION
2023-06-30APPOINTMENT TERMINATED, DIRECTOR JAMES CLARRY
2023-06-30Appointment of Mrs Emma Louise Hurst as company secretary on 2023-06-28
2023-03-30Director's details changed for Mr James Clarry on 2023-03-30
2023-01-04DIRECTOR APPOINTED MS HELEN O'NEILL
2023-01-04DIRECTOR APPOINTED MR PAUL STOCKTON
2023-01-04DIRECTOR APPOINTED MR STUART JOHN DODSON
2023-01-04DIRECTOR APPOINTED MR ANDREW WILLIAM SHEPHERD
2023-01-04AP01DIRECTOR APPOINTED MS HELEN O'NEILL
2022-11-29AASMALL COMPANY ACCOUNTS MADE UP TO 31/05/22
2022-11-18CONFIRMATION STATEMENT MADE ON 17/11/22, WITH NO UPDATES
2022-11-18CS01CONFIRMATION STATEMENT MADE ON 17/11/22, WITH NO UPDATES
2022-09-02DIRECTOR APPOINTED MR RAY TUFFIELD
2022-09-02AP01DIRECTOR APPOINTED MR RAY TUFFIELD
2022-05-04CH01Director's details changed for Mr Myles Columba Marmion on 2022-05-01
2022-05-04AD01REGISTERED OFFICE CHANGED ON 04/05/22 FROM Pimfa, 5th Floor 10 st Bride Street London EC4A 4AD United Kingdom
2022-03-03AP01DIRECTOR APPOINTED MR JAMES CLARRY
2022-02-24TM01APPOINTMENT TERMINATED, DIRECTOR PENNY LOVELL
2022-01-05AP01DIRECTOR APPOINTED MR NICK BETTISON
2021-12-09CS01CONFIRMATION STATEMENT MADE ON 17/11/21, WITH NO UPDATES
2021-12-09AD02Register inspection address changed from 22 City Road London EC1Y 2AJ England to 48a Pimfa Eagle Wharf Road London N1 7ED
2021-12-08TM01APPOINTMENT TERMINATED, DIRECTOR DAVID LOUDON
2021-12-02AASMALL COMPANY ACCOUNTS MADE UP TO 31/05/21
2021-11-03AP01DIRECTOR APPOINTED MR GEOFFREY TOWERS
2021-09-17CH01Director's details changed for Mr Michael John Morley on 2021-09-02
2021-07-28CH01Director's details changed for Mrs Elizabeth Jean Field on 2021-07-21
2021-07-28AD01REGISTERED OFFICE CHANGED ON 28/07/21 FROM 22 City Road London EC1Y 2AJ
2021-07-21CH01Director's details changed for Mr Myles Columba Marmion on 2021-07-21
2021-06-25CH01Director's details changed for Mr Mike Morrow on 2021-06-21
2021-06-24CH01Director's details changed for Penny Lovell on 2021-06-24
2021-06-09TM01APPOINTMENT TERMINATED, DIRECTOR PETER LINDOP HALL
2021-02-02AP01DIRECTOR APPOINTED MR MIKE MORROW
2020-12-16CS01CONFIRMATION STATEMENT MADE ON 17/11/20, WITH NO UPDATES
2020-12-16AD02Register inspection address changed from Hill House 1 Little New Street London EC4A 3TR to 22 City Road London EC1Y 2AJ
2020-12-16TM01APPOINTMENT TERMINATED, DIRECTOR PAUL GEOFFREY KILLIK
2020-11-19AASMALL COMPANY ACCOUNTS MADE UP TO 31/05/20
2020-09-23TM01APPOINTMENT TERMINATED, DIRECTOR DAVID MARTIN COBB
2020-05-06TM01APPOINTMENT TERMINATED, DIRECTOR MARK DUCKWORTH
2020-03-11CH01Director's details changed for Mr Peter Hall on 2019-04-01
2019-11-20CS01CONFIRMATION STATEMENT MADE ON 17/11/19, WITH NO UPDATES
2019-11-20AASMALL COMPANY ACCOUNTS MADE UP TO 31/05/19
2019-04-17AP01DIRECTOR APPOINTED MR PETER HALL
2019-03-06TM01APPOINTMENT TERMINATED, DIRECTOR JULIE SUZANNE HEPWORTH
2019-01-09TM01APPOINTMENT TERMINATED, DIRECTOR DAVID HOWARTH SEYMOUR HOWARD
2018-11-29CS01CONFIRMATION STATEMENT MADE ON 17/11/18, WITH NO UPDATES
2018-11-14AASMALL COMPANY ACCOUNTS MADE UP TO 31/05/18
2018-09-07AP01DIRECTOR APPOINTED PENNY LOVELL
2018-09-06AP01DIRECTOR APPOINTED MRS TRACEY ANN DAVIDSON
2018-04-30TM01APPOINTMENT TERMINATED, DIRECTOR RUPERT DICKINSON
2018-04-30TM01APPOINTMENT TERMINATED, DIRECTOR JONATHAN WRAGG
2018-03-07AP01DIRECTOR APPOINTED MR DAVID LAWRENCE WINTERMEYER
2018-01-31CH01Director's details changed for John Selwyn Gummer on 2018-01-31
2017-12-13TM01APPOINTMENT TERMINATED, DIRECTOR ANDREW DAVID POMFRET
2017-11-22CS01CONFIRMATION STATEMENT MADE ON 17/11/17, WITH NO UPDATES
2017-11-22AD04Register(s) moved to registered office address 22 City Road London EC1Y 2AJ
2017-11-16AAFULL ACCOUNTS MADE UP TO 31/05/17
2017-09-25TM01APPOINTMENT TERMINATED, DIRECTOR TIMOTHY CHARLES WILLIAM INGRAM
2017-08-02TM01APPOINTMENT TERMINATED, DIRECTOR ADAM SEALE
2017-07-05AP01DIRECTOR APPOINTED MR MARTIN JAMES GREENWOOD
2017-06-18AP01DIRECTOR APPOINTED JOHN SELWYN GUMMER
2017-06-09AP01DIRECTOR APPOINTED MRS JULIE SUZANNE HEPWORTH
2017-06-09AP01DIRECTOR APPOINTED GARY BOTTRIELL
2017-06-07MEM/ARTSARTICLES OF ASSOCIATION
2017-06-07RES01ALTER ARTICLES 31/05/2017
2017-06-07RES01ALTER ARTICLES 31/05/2017
2017-05-31RES15CHANGE OF NAME 31/05/2017
2017-05-31CERTNMCOMPANY NAME CHANGED WEALTH MANAGEMENT ASSOCIATION CERTIFICATE ISSUED ON 31/05/17
2017-05-31RES15CHANGE OF NAME 31/05/2017
2017-05-31CONNOTNOTICE OF CHANGE OF NAME NM01 - RESOLUTION
2017-05-31CONNOTNOTICE OF CHANGE OF NAME NM01 - RESOLUTION
2017-01-07AAFULL ACCOUNTS MADE UP TO 31/05/16
2016-12-07AD03Registers moved to registered inspection location of Hill House 1 Little New Street London EC4A 3TR
2016-12-07CS01CONFIRMATION STATEMENT MADE ON 17/11/16, WITH UPDATES
2016-11-24CH01DIRECTOR'S CHANGE OF PARTICULARS / MR ANDREW DAVID POMFRET / 14/11/2016
2016-11-24CH01DIRECTOR'S CHANGE OF PARTICULARS / SIR DAVID HOWARTH SEYMOUR HOWARD / 14/11/2016
2016-11-24CH01DIRECTOR'S CHANGE OF PARTICULARS / MR WILLIAM RUTHVEN GEMMELL / 14/11/2016
2016-11-24CH01DIRECTOR'S CHANGE OF PARTICULARS / MR JAMES RUSSELL MCCULLOCH / 14/11/2016
2016-11-24CH01DIRECTOR'S CHANGE OF PARTICULARS / MR ANDREW JOHN SHIRLEY ROSS / 14/11/2016
2016-11-24CH01DIRECTOR'S CHANGE OF PARTICULARS / MR PAUL GEOFFREY KILLIK / 14/11/2016
2016-10-27CH01DIRECTOR'S CHANGE OF PARTICULARS / SIR DAVID HOWARTH SEYMOUR HOWARD / 20/01/2012
2016-10-02TM01APPOINTMENT TERMINATED, DIRECTOR CHARLOTTE BLACK
2016-06-27TM01APPOINTMENT TERMINATED, DIRECTOR DAVID LAMB
2016-02-12AP01DIRECTOR APPOINTED SARAH JANE SPENCER SOAR
2015-12-17AR0117/11/15 NO MEMBER LIST
2015-11-30AAFULL ACCOUNTS MADE UP TO 31/05/15
2015-10-04TM01APPOINTMENT TERMINATED, DIRECTOR PAUL FARRANT
2015-06-16AP01DIRECTOR APPOINTED MR ADAM SEALE
2015-06-01AP01DIRECTOR APPOINTED MR DAVID LOUDON
2015-04-29AP01DIRECTOR APPOINTED MICHAEL JOHN MORLEY
2014-12-09AR0117/11/14 NO MEMBER LIST
2014-12-09CH01DIRECTOR'S CHANGE OF PARTICULARS / MR ANDREW JOHN SHIRLEY ROSS / 01/01/2014
2014-12-01TM01APPOINTMENT TERMINATED, DIRECTOR DAVID WILLIAM MCCORKELL
2014-11-13AAFULL ACCOUNTS MADE UP TO 31/05/14
2014-10-22AP01DIRECTOR APPOINTED ELIZABETH FIELD
2014-10-22TM01APPOINTMENT TERMINATED, DIRECTOR TIMOTHY MAY
2014-07-01TM01APPOINTMENT TERMINATED, DIRECTOR ROSINA TUFNELL
2014-02-20AP01DIRECTOR APPOINTED RUPERT EASTLAND DICKINSON
2014-01-24TM01APPOINTMENT TERMINATED, DIRECTOR DAVID SEMAYA
2014-01-09AR0117/11/13 NO MEMBER LIST
2014-01-09CH01DIRECTOR'S CHANGE OF PARTICULARS / MR TIMOTHY CHARLES WILLIAM INGRAM / 09/10/2013
2013-11-13AAFULL ACCOUNTS MADE UP TO 31/05/13
2013-11-04MEM/ARTSARTICLES OF ASSOCIATION
2013-11-04AP01DIRECTOR APPOINTED MR DAVID MARTIN COBB
2013-11-04AP01DIRECTOR APPOINTED CHARLOTTE MARY BLACK
2013-11-04TM01APPOINTMENT TERMINATED, DIRECTOR GARETH PEARCE
2013-10-11MEM/ARTSARTICLES OF ASSOCIATION
2013-10-09MISCNE01
2013-10-09RES15CHANGE OF NAME 01/10/2013
2013-10-09CERTNMCOMPANY NAME CHANGED ASSOCIATION OF PRIVATE CLIENT INVESTMENT MANAGERS AND STOCKBROKERS CERTIFICATE ISSUED ON 09/10/13
2013-10-09CONNOTNOTICE OF CHANGE OF NAME NM01 - RESOLUTION
2013-07-25AP01DIRECTOR APPOINTED ROSINA JANE TUFNELL
2013-07-17TM01APPOINTMENT TERMINATED, DIRECTOR PAUL CHAVASSE
2013-07-17TM01APPOINTMENT TERMINATED, DIRECTOR MARY DALY
2013-07-17TM01APPOINTMENT TERMINATED, DIRECTOR STEPHEN ELLIOTT
2013-07-08TM01APPOINTMENT TERMINATED, DIRECTOR FERRERS
2013-02-08TM01APPOINTMENT TERMINATED, DIRECTOR SIMEON BROWN
2013-01-29RES01ALTER ARTICLES 26/04/2006
2013-01-24AR0117/11/12 NO MEMBER LIST
2013-01-23CH01DIRECTOR'S CHANGE OF PARTICULARS / MR JONATHAN PETER WRAGG / 01/05/2011
2013-01-17CH01DIRECTOR'S CHANGE OF PARTICULARS / DAVID JONATHAN SEMAYA / 01/09/2011
2013-01-17TM01TERMINATE DIR APPOINTMENT
2013-01-16CH01DIRECTOR'S CHANGE OF PARTICULARS / SIR DAVID HOWARTH SEYMOUR HOWARD / 01/01/2012
2013-01-16CH01DIRECTOR'S CHANGE OF PARTICULARS / PAUL DOMINIC GRANT CHAVASSE / 27/02/2012
2012-12-20CH01DIRECTOR'S CHANGE OF PARTICULARS / VISCOUNT ROBERT WILLIAM SASWALO TAMWORTH / 13/11/2012
2012-11-21AP01DIRECTOR APPOINTED TIMOTHY CHARLES WILLIAM INGRAM
2012-11-21AP01DIRECTOR APPOINTED MR TIMOTHY CHARLES WILLIAM INGRAM
2012-11-20TM01APPOINTMENT TERMINATED, DIRECTOR JOHN HALL
2012-11-07AAFULL ACCOUNTS MADE UP TO 31/05/12
2012-05-01TM02APPOINTMENT TERMINATED, SECRETARY LINDA WILSON
2011-11-22AR0117/11/11 NO MEMBER LIST
2011-10-17AAFULL ACCOUNTS MADE UP TO 31/05/11
2011-03-16AP01DIRECTOR APPOINTED DAVID JOHN LAMB
2011-02-03TM01APPOINTMENT TERMINATED, DIRECTOR MICHAEL BURNS
2011-01-25AP01DIRECTOR APPOINTED DAVID JONATHAN SEMAYA
2011-01-11AR0117/11/10
2010-12-29TM01APPOINTMENT TERMINATED, DIRECTOR DAVID BENNETT
2010-12-29AP01DIRECTOR APPOINTED JONATHAN PETER WRAGG
2010-11-29AAFULL ACCOUNTS MADE UP TO 31/05/10
2010-11-09TM01APPOINTMENT TERMINATED, DIRECTOR CHARLES SMITH
2010-11-09TM01APPOINTMENT TERMINATED, DIRECTOR SIMON STILL
2010-11-09TM01APPOINTMENT TERMINATED, DIRECTOR SUSAN CONCANNON
2010-07-27TM01APPOINTMENT TERMINATED, DIRECTOR ROBERT HENDERSON
2010-04-16AP01DIRECTOR APPOINTED PAUL DOMINIC GRANT CHAVASSE
2010-03-30AP01DIRECTOR APPOINTED MR SIMEON THOMAS BROWN
2009-12-11AR0117/11/09
2009-12-11AD03REGISTER(S) MOVED TO SAIL ADDRESS 114-REG MEM 162-REG DIR 275-REG SEC 358-REC OF RES ETC
2009-12-11AD02SAIL ADDRESS CREATED
2009-11-25AP01DIRECTOR APPOINTED DAVID WILLIAM MC CORKELL
2009-11-25AP01DIRECTOR APPOINTED CHARLES ANDREW SMITH
2009-10-09AAFULL ACCOUNTS MADE UP TO 31/05/09
2008-12-16363aANNUAL RETURN MADE UP TO 17/11/08
2008-11-24288cDIRECTOR'S CHANGE OF PARTICULARS / PAU FARRANT / 25/09/2006
2008-09-09AAFULL ACCOUNTS MADE UP TO 31/05/08
2008-09-02287REGISTERED OFFICE CHANGED ON 02/09/2008 FROM 114 MIDDLESEX STREET LONDON E1 7JH
2008-08-14288cDIRECTOR'S CHANGE OF PARTICULARS / PAUL KILLIK / 01/11/2007
2008-08-06288bAPPOINTMENT TERMINATED DIRECTOR CHRISTOPHER RING
Industry Information
SIC/NAIC Codes
94 - Activities of membership organisations
949 - Activities of other membership organisations
94990 - Activities of other membership organizations n.e.c.




Licences & Regulatory approval
We could not find any licences issued to PERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION or authorisation from an industry specific regulator to operate. These may not be required.
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Risks
Legal Notices
No legal notices or events such as winding-up orders or proposals to strike-off have been issued
Fines / Sanctions
No fines or sanctions have been issued against PERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION
Liabilities
Mortgages / Charges
Total # Mortgages/Charges 0
Mortgages/Charges outstanding 0
Mortgages Partially Satisifed 0
Mortgages Satisfied/Paid 0
Details of Mortgagee Charges
PERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION does not have any mortgage charges so there is no mortgagee data available

  Average Max
MortgagesNumMortCharges0.219
MortgagesNumMortOutstanding0.157
MortgagesNumMortPartSatisfied0.000
MortgagesNumMortSatisfied0.069

This shows the max and average number of mortgages for companies with the same SIC code of 94990 - Activities of other membership organizations n.e.c.

Filed Financial Reports
Annual Accounts
2014-05-31
Annual Accounts
2013-05-31

These are the financial reports (either an abhreviated set of accounts or profit& loss statement and balance sheet) have been filed with Companies House. The reports allow you to do a basic business credit check on PERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION

Intangible Assets
Patents
We have not found any records of PERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION registering or being granted any patents
Domain Names
We do not have the domain name information for PERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION
Trademarks

Trademark applications by PERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION

PERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION is the Original Applicant for the trademark Wider Share Ownership Council (WSOC) ™ (UK00003041637) through the UKIPO on the 2014-02-10
Trademark classes: Advertising; business management; business administration; office functions;organisation, operation and supervision of loyalty and incentive schemes; advertising services provided via the Internet; production of television and radio advertisements; accountancy; auctioneering; trade fairs; opinion polling; data processing; provision of business information. Insurance; financial services; real estate agency services; building society services; banking; stockbroking; financial services provided via the Internet; issuing of tokens of value in relation to bonus and loyalty schemes; provision of financial information. Telecommunications services; chat room services; portal services; e-mail services; providing user access to the Internet; radio and television broadcasting. Education; providing of training; entertainment; sporting and cultural activities. Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; computer programming; installation, maintenance and repair of computer software; computer consultancy services; design, drawing and commissioned writing for the compilation of web sites; creating, maintaining and hosting the web sites of others;electronic data storage;design services. Services for providing food and drink; temporary accommodation; restaurant, bar and catering services; provision of holiday accommodation; booking and reservation services for restaurants and holiday accommodation; retirement home services; creche services. Legal services; conveyancing services; security services for the protection of property and individuals; consultancy services relating to health and safety; consultancy services relating to personal appearance; provision of personal tarot readings; dating services; funeral services and undertaking services; fire-fighting services; detective agency services.
Income
Government Income
We have not found government income sources for PERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION. This could be because the transaction value was below £ 500 with local government or below £ 25,000 for central government. We have found 8,000 supplier to government that are UK companies so approx 0.2% of companies listed on Datalog supply to government.

The top companies supplying to UK government with the same SIC code (94990 - Activities of other membership organizations n.e.c.) as PERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION are:

VOLUNTARY ACTION WESTMINSTER £ 528,093
BUCKINGHAMSHIRE ADVANTAGE £ 203,322
TOGETHER COLLECTIVE £ 173,085
CITIZENS ADVICE LIMITED £ 168,571
WAI YIN SOCIETY £ 164,497
HEREFORDSHIRE VOLUNTARY ORGANISATIONS SUPPORT SERVICE £ 161,513
HOME-START SHROPSHIRE LTD £ 155,917
ROTHERHAM ETHNIC MINORITY ALLIANCE LIMITED £ 106,925
HARTCLIFFE AND WITHYWOOD COMMUNITY PARTNERSHIP £ 88,864
MENTORING AND BEFRIENDING FOUNDATION £ 84,999
MAY GURNEY SOCIAL CLUB LTD. £ 15,170,549
WEST MIDLANDS GROWTH COMPANY LIMITED £ 11,556,387
YOUNG DEVON £ 5,874,442
NEWCASTLE NE1 LIMITED £ 5,506,098
CROYDON TOWN CENTRE BID LIMITED £ 3,867,997
WARWICKSHIRE COMMUNITY AND VOLUNTARY ACTION £ 3,061,286
KENT COMMUNITY FOUNDATION £ 2,979,400
VISIT BATH LTD £ 2,714,250
NOTTINGHAM BID COMPANY LIMITED £ 2,390,365
BRIGHTON & HOVE COMMUNITY WORKS £ 2,376,053
MAY GURNEY SOCIAL CLUB LTD. £ 15,170,549
WEST MIDLANDS GROWTH COMPANY LIMITED £ 11,556,387
YOUNG DEVON £ 5,874,442
NEWCASTLE NE1 LIMITED £ 5,506,098
CROYDON TOWN CENTRE BID LIMITED £ 3,867,997
WARWICKSHIRE COMMUNITY AND VOLUNTARY ACTION £ 3,061,286
KENT COMMUNITY FOUNDATION £ 2,979,400
VISIT BATH LTD £ 2,714,250
NOTTINGHAM BID COMPANY LIMITED £ 2,390,365
BRIGHTON & HOVE COMMUNITY WORKS £ 2,376,053
MAY GURNEY SOCIAL CLUB LTD. £ 15,170,549
WEST MIDLANDS GROWTH COMPANY LIMITED £ 11,556,387
YOUNG DEVON £ 5,874,442
NEWCASTLE NE1 LIMITED £ 5,506,098
CROYDON TOWN CENTRE BID LIMITED £ 3,867,997
WARWICKSHIRE COMMUNITY AND VOLUNTARY ACTION £ 3,061,286
KENT COMMUNITY FOUNDATION £ 2,979,400
VISIT BATH LTD £ 2,714,250
NOTTINGHAM BID COMPANY LIMITED £ 2,390,365
BRIGHTON & HOVE COMMUNITY WORKS £ 2,376,053
Outgoings
Business Rates/Property Tax
No properties were found where PERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION is liable for the business rates / property tax. This could be for a number of reasons.
  • The council hasnt published the data
  • We havent found or been able to process the councils data
  • The company is part of a group of companies and another company in the group is liable for business rates
  • The registered office may be a residential address which does not have a commercial designation. If the business is run from home then it won't be a commercial property and hence won't be liable for business rates.
  • Serviced offices are increasingly popular and therefore a business may not be paying business rates directly - the building owner is and this is incorporated in the office rental charge.
Government Grants / Awards
Technology Strategy Board Awards
The Technology Strategy Board has not awarded PERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION any grants or awards. Grants from the TSB are an indicator that the company is investing in new technologies or IPR
European Union CORDIS Awards
The European Union has not awarded PERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION any grants or awards.
Ownership
    We could not find any group structure information
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    Other companies at postcode EC4V 5EQ