PERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION

Active Company number 02991400

PERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION (company number 02991400) is a private company limited by guarantee incorporated on 17 November 1994. Its status on the Companies House register is Active. Its registered office is in London, EC4V 5EQ. Its nature of business (SIC 2007) is activities of other membership organizations n.e.c. (94990).

Information only, not advice. Register details and accounts figures are the company's own filings, shown as filed: CompanyStack does not audit or verify them and accepts no responsibility for decisions made on them. Check important facts at Companies House.

Report an error in this data

Company Report on PERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION (PDF)

The register, the accounts and the people behind the company in one PDF, for your own business use.

  • Summary and Health Score, with the reasons behind the score
  • Red flags and what changed in the last 12 months
  • Key figures against the year before, and filing deadlines
  • Financials ledger: up to 10 years of filed accounts
  • Who runs and owns it: directors, secretaries and PSCs
  • Charges, filing history and methodology

Buy this report for £9 See a sample

One-off payment for business use, no subscription. Emailed as a download link straight after payment. Included with Pro and Team.

Company details

Company number
02991400
Status
Active
Company type
PRI/LBG/NSC (Private, Limited by guarantee, no share capital, use of 'Limited' exemption)
Incorporated
17 November 1994
Country of origin
United Kingdom
Registered office
69 CARTER LANE
LONDON
EC4V 5EQ
ENGLAND

Nature of business (SIC 2007)

Accounts and confirmation statement

Accounting reference date
31 May
Accounts category
SMALL
Accounts last made up to
31 May 2025
Next accounts due
28 February 2027
Confirmation statement last made up to
14 November 2025
Next confirmation statement due
28 November 2026

Control, officers and charges

Persons with significant control
1 current (1 including ceased)

Previous names

  • WEALTH MANAGEMENT ASSOCIATION (changed 31 May 2017)
  • ASSOCIATION OF PRIVATE CLIENT INVESTMENT MANAGERS AND STOCKBROKERS (changed 9 October 2013)

More activities of other membership organizations n.e.c. companies

Industry overview: 9,474 active companies in SIC 94990

Other active companies registered at EC4V 5EQ

Companies registered in London

Related guides

About CompanyStack

CompanyStack turns Companies House records into answers you can act on: who a company is, who runs and owns it, whether it keeps up with its filings and how its finances are moving. Every figure traces back to a public record, and we say when a record is missing.

Sources for company pages: Companies House (register, accounts, officers, PSCs, charges and filings), The Gazette (company insolvency notices only), the ONS Postcode Directory, official sanctions lists, including those of the UK (with UN designations), the EU, the US, Canada, Australia, New Zealand and France, and copies taken in April 2026 of the ICO register, the Charity Commission, CQC, Ofsted, Food Standards Agency and Environment Agency registers. Contains public sector information licensed under the Open Government Licence v3.0. CompanyStack is not affiliated with or endorsed by Companies House.

How we work and keep data safe · Every data source we use · Sample reports

Use this data

Official register entry: PERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION on Companies House.

Developers can fetch this profile as JSON with GET https://api.companystack.co.uk/company/02991400 — see the API documentation and pricing.