INSTITUTE OF MONEY ADVISERS
Registration #1112758 · Registered
www.i-m-a.org.ukoffice@i-m-a.org.uk
Institute of Money Advisers PO Box 526 LS17 1NS
The IMA uses its resources to train, inform and educate money advisers so that their work in giving free advice to the public is improved.
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About INSTITUTE OF MONEY ADVISERS
INSTITUTE OF MONEY ADVISERS is a registered charity in England and Wales (registration number 1112758). Based on official Charity Commission data, it holds a "Platinum" rating with a CharityScore of 88/100 — one of the highest-rated charities in England and Wales for governance and transparency. This places it among the top-rated charities in our database, reflecting strong performance across governance, financial health, and regulatory compliance. In its most recent reporting year (2024), INSTITUTE OF MONEY ADVISERS reported a total income of £637,657 and total expenditure of £622,140, a spending ratio of 98% which is broadly in line with its income. According to the Charity Commission register, INSTITUTE OF MONEY ADVISERS describes its activities as follows: The IMA uses its resources to train, inform and educate money advisers so that their work in giving free advice to the public is improved. Our analysis found no significant governance concerns for INSTITUTE OF MONEY ADVISERS. No regulatory actions, filing failures, or financial anomalies were detected in the available public data. This profile is based on data publicly available from the Charity Commission for England and Wales and is updated periodically as new filings are processed. CharityScore UK provides independent, data-driven transparency ratings to help donors give with confidence — we are not affiliated with this charity or any government body.

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Financial History
Latest spending ratio: 97.6% of income spent on charitable work
| Year | Income | Spending | Ratio |
|---|---|---|---|
| 2024 | £637,657 | £622,140 | 98% |
Data sourced from the Charity Commission for England & Wales · Last scored 6/11/2026