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The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Parent entities and officers
Active 14
  • 1
    Dodson, Stuart John
    Born in September 1975
    Individual (2 offsprings)
    Officer
    2023-01-01 ~ now
    OF - Director → CIF 0
  • 2
    Field, Elizabeth Jean
    Born in November 1962
    Individual (5 offsprings)
    Officer
    2014-09-01 ~ now
    OF - Director → CIF 0
  • 3
    Bettison, Nick
    Born in March 1972
    Individual (1 offspring)
    Officer
    2022-01-01 ~ now
    OF - Director → CIF 0
  • 4
    Tuffield, Ray
    Born in June 1956
    Individual (1 offspring)
    Officer
    2022-09-01 ~ now
    OF - Director → CIF 0
  • 5
    Cummins, Stuart
    Born in July 1973
    Individual (3 offsprings)
    Officer
    2025-06-02 ~ now
    OF - Director → CIF 0
  • 6
    Flynn, Richard
    Born in April 1980
    Individual (2 offsprings)
    Officer
    2025-03-12 ~ now
    OF - Director → CIF 0
  • 7
    Towers, Geoffrey Charles
    Born in April 1960
    Individual (3 offsprings)
    Officer
    2021-11-03 ~ now
    OF - Director → CIF 0
  • 8
    Deben, John Selwyn, The Rt Hon. The Lord
    Born in November 1939
    Individual (9 offsprings)
    Officer
    2017-06-01 ~ now
    OF - Director → CIF 0
  • 9
    Miles, Derek George
    Born in September 1967
    Individual (13 offsprings)
    Officer
    2025-05-15 ~ now
    OF - Director → CIF 0
  • 10
    Stowell, Camilla
    Born in June 1973
    Individual (1 offspring)
    Officer
    2024-10-07 ~ now
    OF - Director → CIF 0
  • 11
    Hurst, Emma Louise
    Individual (1 offspring)
    Officer
    2023-06-28 ~ now
    OF - Secretary → CIF 0
  • 12
    Davies, Charley
    Born in April 1973
    Individual (1 offspring)
    Officer
    2024-09-11 ~ now
    OF - Director → CIF 0
  • 13
    Bottriell, Gary
    Born in July 1960
    Individual (4 offsprings)
    Officer
    2017-06-01 ~ now
    OF - Director → CIF 0
  • 14
    Davidson, Tracey Ann
    Born in July 1968
    Individual (4 offsprings)
    Officer
    2018-09-01 ~ now
    OF - Director → CIF 0
Ceased 86
  • 1
    Bennett, David Anthony
    Ceo born in October 1948
    Individual
    Officer
    2007-01-01 ~ 2010-09-30
    OF - Director → CIF 0
  • 2
    Ferrers, The Earl
    Director born in December 1952
    Individual
    Officer
    2007-11-01 ~ 2013-06-01
    OF - Director → CIF 0
  • 3
    Hall, John Peirs
    Stockbroker born in June 1940
    Individual (2 offsprings)
    Officer
    1994-11-17 ~ 2012-10-31
    OF - Director → CIF 0
  • 4
    Cooke, Stephen Paul
    Stockbrooker born in April 1950
    Individual
    Officer
    1994-11-17 ~ 1997-05-27
    OF - Director → CIF 0
  • 5
    Mcglone, Andrew Iain
    Born in December 1971
    Individual (1 offspring)
    Officer
    2024-09-11 ~ 2025-11-04
    OF - Director → CIF 0
  • 6
    Elliott, Stephen Maclaurin
    Chief Executive born in June 1954
    Individual (6 offsprings)
    Officer
    2007-09-26 ~ 2013-07-10
    OF - Director → CIF 0
  • 7
    Buckley, Dean Robert
    Chief Executive born in June 1960
    Individual (4 offsprings)
    Officer
    2005-07-14 ~ 2007-12-01
    OF - Director → CIF 0
  • 8
    Farrant, Paul Jonathan
    Stockbroker born in September 1953
    Individual
    Officer
    2006-09-25 ~ 2015-07-14
    OF - Director → CIF 0
  • 9
    Smith, Charles Andrew
    Company Director born in February 1963
    Individual (9 offsprings)
    Officer
    2009-09-23 ~ 2010-09-01
    OF - Director → CIF 0
  • 10
    Daly, Mary Anne
    Director Head Of Private Clien born in November 1957
    Individual (2 offsprings)
    Officer
    2005-03-09 ~ 2013-07-10
    OF - Director → CIF 0
  • 11
    Goldschmidt, Leo Alexander
    Professor born in August 1932
    Individual
    Officer
    2002-04-01 ~ 2004-02-11
    OF - Director → CIF 0
  • 12
    May, Timothy, Dr
    Operations Director born in July 1952
    Individual (1 offspring)
    Officer
    1999-09-15 ~ 2014-10-06
    OF - Director → CIF 0
  • 13
    Still, Simon Jonathan Henry
    Chief Operating Officer born in June 1949
    Individual (5 offsprings)
    Officer
    2004-06-09 ~ 2010-09-08
    OF - Director → CIF 0
  • 14
    Wands, Thomas Anthony
    Investment Banker born in September 1956
    Individual (5 offsprings)
    Officer
    2000-09-19 ~ 2007-05-08
    OF - Director → CIF 0
  • 15
    Whelan, Ciaran
    Director & Ceo born in May 1963
    Individual
    Officer
    2021-02-01 ~ 2023-10-18
    OF - Director → CIF 0
  • 16
    Henderson, John Crombie
    Stockbroker born in April 1939
    Individual
    Officer
    1994-11-17 ~ 1998-10-01
    OF - Director → CIF 0
  • 17
    Turner, Geoffrey Howard
    Chief Exec. Trade Asso. born in July 1945
    Individual
    Officer
    1994-11-17 ~ 1997-10-03
    OF - Director → CIF 0
  • 18
    Beeson, Andrew Nigel Wendover
    Executive Chairman born in March 1944
    Individual (1 offspring)
    Officer
    2002-03-05 ~ 2003-10-09
    OF - Director → CIF 0
  • 19
    Carter, Noland
    Investment Management born in June 1961
    Individual (6 offsprings)
    Officer
    2004-05-13 ~ 2005-05-08
    OF - Director → CIF 0
  • 20
    Carr, Francis Christopher
    Stockbroker born in March 1945
    Individual (3 offsprings)
    Officer
    2002-07-17 ~ 2005-04-13
    OF - Director → CIF 0
  • 21
    Clark, Stephen
    Investment Banker born in July 1948
    Individual (3 offsprings)
    Officer
    2002-01-10 ~ 2004-04-01
    OF - Director → CIF 0
  • 22
    Black, Charlotte Mary
    Born in January 1960
    Individual (3 offsprings)
    Officer
    2013-09-11 ~ 2016-09-20
    OF - Director → CIF 0
  • 23
    Ring, Christopher John
    Stockbroker born in April 1954
    Individual (2 offsprings)
    Officer
    2000-09-19 ~ 2008-06-30
    OF - Director → CIF 0
  • 24
    Spencer, Sarah Jane
    Born in January 1962
    Individual (2 offsprings)
    Officer
    2015-12-09 ~ 2025-11-04
    OF - Director → CIF 0
  • 25
    Knight, Angela Ann
    Chief Executive born in October 1950
    Individual (5 offsprings)
    Officer
    1997-10-06 ~ 2006-11-30
    OF - Director → CIF 0
  • 26
    Marmion, Myles Columba
    Finance Director born in July 1959
    Individual (5 offsprings)
    Officer
    2018-09-01 ~ 2023-09-13
    OF - Director → CIF 0
  • 27
    Sinclair, David Bruce
    Stockbroker born in May 1946
    Individual
    Officer
    1997-10-08 ~ 2002-01-01
    OF - Director → CIF 0
  • 28
    Henderson, Robert David Charles
    Banker born in November 1948
    Individual (3 offsprings)
    Officer
    2005-04-13 ~ 2010-07-14
    OF - Director → CIF 0
  • 29
    Hargreave, Jeremy David Hamilton
    Stockbroker born in August 1955
    Individual
    Officer
    1994-11-17 ~ 1995-09-13
    OF - Director → CIF 0
  • 30
    Hall, Peter Lindop
    Head Of Wealth Management born in January 1964
    Individual (5 offsprings)
    Officer
    2019-04-01 ~ 2021-06-01
    OF - Director → CIF 0
  • 31
    Lane Fox, George Charles Nicholas
    Investment Manager born in December 1963
    Individual (5 offsprings)
    Officer
    2007-04-11 ~ 2007-12-01
    OF - Director → CIF 0
  • 32
    Ingram, Timothy Charles William
    Company Director born in June 1947
    Individual (7 offsprings)
    Officer
    2012-10-31 ~ 2017-09-19
    OF - Director → CIF 0
  • 33
    Plowman, Jeffrey Alan
    Stockbroker born in February 1949
    Individual (3 offsprings)
    Officer
    1997-06-11 ~ 1997-10-08
    OF - Director → CIF 0
    1998-10-02 ~ 2004-09-27
    OF - Director → CIF 0
  • 34
    Read, Michael John
    Stockbroker born in January 1943
    Individual (2 offsprings)
    Officer
    1994-11-17 ~ 2001-09-30
    OF - Director → CIF 0
  • 35
    Saunders, Peter Banfield
    Company Director born in April 1949
    Individual (1 offspring)
    Officer
    1995-09-13 ~ 2003-04-01
    OF - Director → CIF 0
  • 36
    Concannon, Susan Anne
    Managing Director born in July 1955
    Individual (2 offsprings)
    Officer
    2002-03-05 ~ 2010-09-08
    OF - Director → CIF 0
  • 37
    Greenwood, Martin James
    Chief Executive born in January 1954
    Individual (3 offsprings)
    Officer
    2017-06-01 ~ 2021-12-08
    OF - Director → CIF 0
  • 38
    Dickinson, Rupert Eastland
    Born in August 1973
    Individual (2 offsprings)
    Officer
    2014-01-29 ~ 2018-04-30
    OF - Director → CIF 0
  • 39
    Morrow, Mike
    Director born in April 1968
    Individual (2 offsprings)
    Officer
    2021-02-01 ~ 2024-06-01
    OF - Director → CIF 0
  • 40
    Shepherd, Andrew William
    Ceo born in March 1973
    Individual (2 offsprings)
    Officer
    2023-01-01 ~ 2024-09-30
    OF - Director → CIF 0
  • 41
    Cobb, David Martin
    Born in September 1964
    Individual (1 offspring)
    Officer
    2013-10-01 ~ 2020-09-04
    OF - Director → CIF 0
  • 42
    Pinney, Charles Frederick
    Chief Investment Officer born in August 1947
    Individual (1 offspring)
    Officer
    1998-10-02 ~ 2003-06-30
    OF - Director → CIF 0
  • 43
    Brearley, Roger William
    Stockbroker born in May 1947
    Individual (6 offsprings)
    Officer
    1995-09-13 ~ 2003-11-13
    OF - Director → CIF 0
  • 44
    Wilson, Richard Simon
    Ceo born in August 1966
    Individual (34 offsprings)
    Officer
    2019-04-01 ~ 2025-03-13
    OF - Director → CIF 0
  • 45
    Cobb, John Martin
    Cha. Trade Asso. born in September 1931
    Individual
    Officer
    1994-11-17 ~ 1997-05-31
    OF - Director → CIF 0
  • 46
    Lyttelton, Christopher Charles, Honourable
    Stockbroker born in October 1947
    Individual
    Officer
    2003-04-01 ~ 2007-09-26
    OF - Director → CIF 0
  • 47
    Semaya, David Jonathan
    Chief Executive Officer born in June 1962
    Individual
    Officer
    2010-11-24 ~ 2013-12-31
    OF - Director → CIF 0
  • 48
    Lovell, Penny
    Ceo born in December 1967
    Individual (4 offsprings)
    Officer
    2018-09-01 ~ 2022-02-23
    OF - Director → CIF 0
  • 49
    Sherlock, Nigel
    Stockbroker born in January 1940
    Individual
    Officer
    1994-11-17 ~ 2002-09-19
    OF - Director → CIF 0
  • 50
    Pearce, Gareth David
    Chairman And Chief Executive born in August 1953
    Individual (11 offsprings)
    Officer
    2006-09-25 ~ 2013-09-11
    OF - Director → CIF 0
  • 51
    O'neill, Helen
    Chief Operating Officer born in September 1974
    Individual
    Officer
    2023-01-01 ~ 2024-03-18
    OF - Director → CIF 0
  • 52
    Newey, Stuart William
    Managing Director born in May 1964
    Individual (2 offsprings)
    Officer
    2019-04-01 ~ 2021-12-08
    OF - Director → CIF 0
  • 53
    Lamb, David John
    Actuary born in January 1957
    Individual (6 offsprings)
    Officer
    2011-03-01 ~ 2016-05-31
    OF - Director → CIF 0
  • 54
    Killik, Paul Geoffrey
    Stockbroker born in December 1947
    Individual (13 offsprings)
    Officer
    1997-10-08 ~ 2020-12-15
    OF - Director → CIF 0
  • 55
    Jones, Philip Michael Thyer
    Stockbroker born in October 1942
    Individual
    Officer
    1996-10-09 ~ 2000-08-24
    OF - Director → CIF 0
  • 56
    Duckworth, Mark
    Ceo born in October 1971
    Individual (8 offsprings)
    Officer
    2019-04-01 ~ 2020-05-05
    OF - Director → CIF 0
  • 57
    Sealy, Nicholas John Elliot
    Company Director born in May 1938
    Individual (1 offspring)
    Officer
    1996-10-09 ~ 1997-10-08
    OF - Director → CIF 0
  • 58
    Cattermull, Paul Gurney
    Asset Management born in March 1955
    Individual
    Officer
    1996-10-09 ~ 1998-10-02
    OF - Director → CIF 0
  • 59
    Hancock, Rupert Geoffrey Magin
    Investment Manager born in March 1950
    Individual
    Officer
    2004-09-27 ~ 2005-03-09
    OF - Director → CIF 0
  • 60
    Brydon, Joanne Elizabeth
    Individual (2 offsprings)
    Officer
    1994-11-17 ~ 2000-10-11
    OF - Secretary → CIF 0
  • 61
    Seale, Adam
    Ceo Stockbroker born in June 1960
    Individual (7 offsprings)
    Officer
    2015-04-22 ~ 2017-05-31
    OF - Director → CIF 0
  • 62
    Solomons, Bernard
    Stockbroker born in May 1944
    Individual (2 offsprings)
    Officer
    1994-11-17 ~ 1995-09-13
    OF - Director → CIF 0
  • 63
    Wragg, Jonathan Peter
    Chartered Accountant born in June 1967
    Individual (28 offsprings)
    Officer
    2010-12-01 ~ 2018-04-30
    OF - Director → CIF 0
  • 64
    Loudon, David
    Stockbroker born in April 1960
    Individual (12 offsprings)
    Officer
    2015-04-22 ~ 2021-12-08
    OF - Director → CIF 0
  • 65
    Wilson, Linda Rosemary
    Individual
    Officer
    2000-10-12 ~ 2012-02-29
    OF - Secretary → CIF 0
  • 66
    Pomfret, Andrew David
    Ceo born in April 1960
    Individual
    Officer
    2007-09-26 ~ 2017-11-30
    OF - Director → CIF 0
  • 67
    Monks, David Phillip
    Banker born in February 1960
    Individual (4 offsprings)
    Officer
    2004-05-13 ~ 2005-05-08
    OF - Director → CIF 0
  • 68
    Stockton, Paul
    Group Chief Executive born in October 1965
    Individual (39 offsprings)
    Officer
    2023-01-01 ~ 2025-06-25
    OF - Director → CIF 0
  • 69
    Ross, Andrew John Shirley
    Investment Manager born in September 1959
    Individual (12 offsprings)
    Officer
    1997-06-11 ~ 2018-12-31
    OF - Director → CIF 0
  • 70
    Powell, Geoffrey Mark
    Stockbroker born in January 1946
    Individual
    Officer
    1994-11-17 ~ 2007-09-26
    OF - Director → CIF 0
  • 71
    Hepworth, Julie Suzanne
    Group Regulatory Director born in March 1974
    Individual (47 offsprings)
    Officer
    2017-06-01 ~ 2019-02-28
    OF - Director → CIF 0
  • 72
    Gemmell, William Ruthven
    Solicitor born in April 1957
    Individual (4 offsprings)
    Officer
    2005-07-14 ~ 2020-12-15
    OF - Director → CIF 0
  • 73
    Torrie, John
    Stockbroker born in May 1941
    Individual
    Officer
    2000-09-19 ~ 2002-09-19
    OF - Director → CIF 0
  • 74
    Tufnell, Rosina Jane
    Company Director Ruffer Llp born in January 1964
    Individual (7 offsprings)
    Officer
    2013-07-10 ~ 2014-06-03
    OF - Director → CIF 0
  • 75
    Wintermeyer, David Lawrence
    Chief Executive born in November 1964
    Individual (3 offsprings)
    Officer
    2018-03-01 ~ 2021-06-01
    OF - Director → CIF 0
  • 76
    Dawson Paul, Anthony
    Stockbroker born in June 1935
    Individual
    Officer
    1994-11-17 ~ 1997-10-08
    OF - Director → CIF 0
  • 77
    Burns, Michael Hamer
    Chief Executive born in November 1947
    Individual
    Officer
    1997-10-08 ~ 2009-05-31
    OF - Director → CIF 0
  • 78
    Mcculloch, James Russell
    Stockbroker born in November 1954
    Individual (1 offspring)
    Officer
    2006-09-25 ~ 2018-12-11
    OF - Director → CIF 0
  • 79
    Jackson, Stephen Russell
    Stockbroker born in March 1947
    Individual
    Officer
    1994-11-17 ~ 2002-12-20
    OF - Director → CIF 0
  • 80
    Clarry, James
    Banker/Solicitor born in April 1974
    Individual
    Officer
    2022-03-01 ~ 2023-06-30
    OF - Director → CIF 0
  • 81
    Brown, Simeon Thomas
    Banker born in October 1966
    Individual (3 offsprings)
    Officer
    2010-03-10 ~ 2012-12-31
    OF - Director → CIF 0
  • 82
    Greey, Edward Ronald
    Stockbroker born in April 1939
    Individual
    Officer
    1994-11-17 ~ 1998-10-02
    OF - Director → CIF 0
  • 83
    Mc Corkell, David William
    Company Director born in February 1955
    Individual (3 offsprings)
    Officer
    2009-09-23 ~ 2014-10-31
    OF - Director → CIF 0
  • 84
    Morley, Michael John
    Chief Executive born in May 1957
    Individual (5 offsprings)
    Officer
    2015-03-24 ~ 2024-12-31
    OF - Director → CIF 0
  • 85
    Howard, David Howarth Seymour, Sir
    Stockbroker born in December 1945
    Individual (7 offsprings)
    Officer
    2001-12-12 ~ 2018-12-11
    OF - Director → CIF 0
  • 86
    Chavasse, Paul Dominic Grant
    Investment Management born in April 1964
    Individual (2 offsprings)
    Officer
    2010-04-14 ~ 2013-07-10
    OF - Director → CIF 0
parent relation
Company in focus

PERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION

Previous names
WEALTH MANAGEMENT ASSOCIATION - 2017-05-31
ASSOCIATION OF PRIVATE CLIENT INVESTMENT MANAGERS AND STOCKBROKERS - 2013-10-09
Standard Industrial Classification
94990 - Activities Of Other Membership Organisations N.e.c.

Related profiles found in government register
  • PERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION
    Info
    WEALTH MANAGEMENT ASSOCIATION - 2017-05-31
    ASSOCIATION OF PRIVATE CLIENT INVESTMENT MANAGERS AND STOCKBROKERS - 2017-05-31
    Registered number 02991400
    69 Carter Lane, London EC4V 5EQ
    PRIVATE LIMITED COMPANY BY GUARANTEE WITHOUT SHARE CAPITAL USE OF 'LIMITED' EXEMPTION incorporated on 1994-11-17 (31 years 3 months). The company status is Active.
    The last date of confirmation statement was made at 2024-11-17
    CIF 0
  • PERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION
    S
    Registered number 02991400
    10, St. Bride Street, London, England, EC4A 4AD
    Private Company Limited By Guarantee in Uk Register Of Companies, United Kingdom
    CIF 1
child relation
Offspring entities and appointments
Active 1
  • Rwk Goodman Llp, 69 Carter Lane, London, England
    Active Corporate (3 parents)
    Equity (Company account)
    -103,203 GBP2024-05-31
    Person with significant control
    2021-12-17 ~ now
    CIF 1 - Ownership of voting rights - 75% or moreOE
    CIF 1 - Right to appoint or remove directorsOE
    CIF 1 - Ownership of shares – 75% or moreOE

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Contains public sector information retrieved at 9 February 2026 and licensed under the Open Government Licence v3.0.