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Personal Investment Management And Financial Advice Association

02991400

active
private limited guarant nsc limited exemption
england wales
Companies House
Health Score
65 / 100

Some Concerns

25/30
Filing
0/30
Financial
40/40
Risk

No risk factors detected.

Details

69 Carter Lane, London, EC4V 5EQ
Incorporated 17/11/1994

Previously known as

Wealth Management Association · until 31/05/2017
Association Of Private Client Investment Managers And Stockbrokers · until 09/10/2013

Compliance

Last accounts

31/05/2025

small

Next accounts due

28/02/2027

On track

Confirmation statement

Last: 14/11/2025

Due 28/11/2026

On track

Industry

94990
Activities of other membership organisations

Officers

Mrs Elizabeth Jean Field

director · Since 01/09/2014

CHIEF EXECUTIVE

BRITISH · ENGLAND · Age 63

Also on 4 other boards

Gary Bottriell

director · Since 01/06/2017

CHARTERED FINANCIAL PLANNER

BRITISH · UNITED KINGDOM · Age 66

Mrs Tracey Ann Davidson

director · Since 01/09/2018

CEO

BRITISH · UNITED KINGDOM · Age 58

Also on 2 other boards

Mr Geoffrey Charles Towers

director · Since 03/11/2021

DIRECTOR

ENGLISH · ENGLAND · Age 66

Also on 2 other boards

Mr Nick Bettison

director · Since 01/01/2022

STOCKBROKER

BRITISH · ENGLAND · Age 54

Mr Ray Tuffield

director · Since 01/09/2022

MANAGING PARTNER

BRITISH · ENGLAND · Age 70

Mr Stuart John Dodson

director · Since 01/01/2023

MANAGING DIRECTOR

IRISH · UNITED KINGDOM · Age 51

Also on 2 other boards

Mrs Emma Louise Hurst

secretary · Since 28/06/2023

Ms Charley Davies

director · Since 11/09/2024

GROUP GENERAL COUNSEL

BRITISH · ENGLAND · Age 53

Ms Camilla Stowell

director · Since 07/10/2024

MANAGING DIRECTOR

BRITISH · ENGLAND · Age 53

Mr Richard Flynn

director · Since 12/03/2025

MANAGING DIRECTOR

IRISH · ENGLAND · Age 46

Mr Stuart Cummins

director · Since 02/06/2025

CHIEF EXECUTIVE

BRITISH · ENGLAND · Age 53

Also on 1 other board

Mr Andrew Guy Tyrie

director · Since 01/03/2026

BRITISH · ENGLAND · Age 69

Also on 1 other board

Mrs Andrea Gertrude Martha Montague

director · Since 27/03/2026

BRITISH · ENGLAND · Age 51

Mr Nigel Geoffrey Stockton

director · Since 05/05/2026

BRITISH · ENGLAND · Age 60

Mr Daniel Geoffrey William Boardman-Weston

director · Since 01/09/2026

BRITISH · ENGLAND · Age 34

Elizabeth Jean Field

director · Since 01/09/2014

British · England · Age 63

Gary Bottriell

director · Since 01/06/2017

British · United Kingdom · Age 66

Tracey Ann Davidson

director · Since 01/09/2018

British · United Kingdom · Age 58

Geoffrey Charles Towers

director · Since 03/11/2021

English · England · Age 66

Nick Bettison

director · Since 01/01/2022

British · England · Age 54

Ray Tuffield

director · Since 01/09/2022

British · England · Age 70

Stuart John Dodson

director · Since 01/01/2023

Irish · United Kingdom · Age 51

Emma Louise Hurst

secretary · Since 28/06/2023

Charley Davies

director · Since 11/09/2024

British · England · Age 53

Camilla Stowell

director · Since 07/10/2024

British · England · Age 53

Richard Flynn

director · Since 12/03/2025

Irish · England · Age 46

Stuart Cummins

director · Since 02/06/2025

British · England · Age 53

Andrew Guy Tyrie

director · Since 01/03/2026

British · England · Age 69

Andrea Gertrude Martha Montague

director · Since 27/03/2026

British · England · Age 51

Nigel Geoffrey Stockton

director · Since 05/05/2026

British · England · Age 60

Former

Jeremy David Hamilton Hargreave

director · Resigned 13/09/1995

Stephen Paul Cooke

director · Resigned 27/05/1997

John Martin Cobb

director · Resigned 31/05/1997

Anthony Dawson Paul

director · Resigned 08/10/1997

Edward Ronald Greey

director · Resigned 02/10/1998

Paul Gurney Cattermull

director · Resigned 02/10/1998

Joanne Elizabeth Brydon

secretary · Resigned 11/10/2000

Andrew Nigel Wendover Beeson

director · Resigned 09/10/2003

Roger William Brearley

director · Resigned 13/11/2003

Leo Alexander Goldschmidt

director · Resigned 11/02/2004

Stephen Clark

director · Resigned 01/04/2004

Rupert Geoffrey Magin Hancock

director · Resigned 09/03/2005

Francis Christopher Carr

director · Resigned 13/04/2005

Noland Carter

director · Resigned 08/05/2005

Dean Robert Buckley

director · Resigned 01/12/2007

Michael Hamer Burns

director · Resigned 31/05/2009

Susan Anne Concannon

director · Resigned 08/09/2010

David Anthony Bennett

director · Resigned 30/09/2010

Linda Rosemary Wilson

secretary · Resigned 29/02/2012

John Peirs Hall

director · Resigned 31/10/2012

Simeon Thomas Brown

director · Resigned 31/12/2012

The Earl Ferrers

director · Resigned 01/06/2013

Mary Anne Daly

director · Resigned 10/07/2013

Stephen Maclaurin Elliott

director · Resigned 10/07/2013

Paul Dominic Grant Chavasse

director · Resigned 10/07/2013

Paul Jonathan Farrant

director · Resigned 14/07/2015

Charlotte Mary Black

director · Resigned 20/09/2016

Rupert Eastland Dickinson

director · Resigned 30/04/2018

Mark Duckworth

director · Resigned 05/05/2020

David Martin Cobb

director · Resigned 04/09/2020

William Ruthven Gemmell

director · Resigned 15/12/2020

Peter Lindop Hall

director · Resigned 01/06/2021

Martin James Greenwood

director · Resigned 08/12/2021

James Clarry

director · Resigned 30/06/2023

John Selwyn Deben

director · Resigned 11/03/2026

Change History

officer appointedHURST, Emma Louise
2026-08-12
officer appointedBETTISON, Nick
2026-08-12
officer appointedBOTTRIELL, Gary
2026-08-12
officer appointedCUMMINS, Stuart
2026-08-12
officer appointedDAVIDSON, Tracey Ann
2026-08-12
officer appointedDAVIES, Charley
2026-08-12
officer appointedDODSON, Stuart John
2026-08-12
officer appointedFIELD, Elizabeth Jean
2026-08-12
officer appointedFLYNN, Richard
2026-08-12
officer appointedMONTAGUE, Andrea Gertrude Martha
2026-08-12
officer appointedSTOCKTON, Nigel Geoffrey
2026-08-12
officer appointedSTOWELL, Camilla
2026-08-12
officer appointedTOWERS, Geoffrey Charles
2026-08-12
officer appointedTUFFIELD, Ray
2026-08-12
officer appointedTYRIE, Andrew Guy
2026-08-12
statusactive
2026-08-12

Active

typeprivate-limited-guarant-nsc-limited-exemption
2026-08-12

PRI/LBG/NSC (Private, Limited by guarantee, no share capital, use of 'Limited' exemption)

address line169 Carter Lane
2026-08-12

69 CARTER LANE

post townLondon
2026-08-12

LONDON