INSTITUTE OF MONEY ADVISERS

Registration #1112758 · Registered

www.i-m-a.org.uk

office@i-m-a.org.uk

Institute of Money Advisers PO Box 526 LS17 1NS

out of 100

Platinum

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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Score Breakdown

Trustees & Governance25 / 25

Financial Health23 / 25

Filing History & Transparency20 / 30

Regulatory Standing10 / 10

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