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Welcome to the Institute of Money Advisers' website

The Institute of Money Advisers (IMA) is a charitable company that was formed in June 2006 having previously operated as the Money Advice Association (which was originally formed in 1984).

The IMA is the only professional body acting solely for money advisers in England, Wales and Northern Ireland. It has over 1400 members drawn from right across the free* money advice sector.

Please note - the IMA is not able to give advice directly to members of the public.

Mission Statement

“Assuring quality in the money advice profession”

Strategic Aims

To develop professional standards
To provide support services to members
To promote free money advice
To influence policy and practice relating to personal finance
Click here to view the Money Advice Statement of Good Practice

Operational Activities

Existing services: -

Quarterly Account (the IMA’s professional journal)
Training programme
Branch meetings (in partnership with others in the sector)
Statements of policy and practice
Annual conference
Annual Institute lecture
Liaison with the personal finance sector, relevant government
departments and regulatory bodies
IMA Newsletter

Under development: -

Assessment leading to accreditation
Compliance
Research

I hope you find this website informative and useful and if you have any comments about how it could be improved, please let us know. And if you provide free money advice and haven’t yet joined, I hope you soon will!

Steve Meakin

Chair

*Free money advice is provided at no cost to the client.