Annual accounts
Total Exemption Full accounts
30/09/2027Filing deadline
Made up to 31/12/2025Due 30/09/2027
- Next accounts made up to
- 31/12/2026
- Last accounts made up to
- 31/12/2025
THE INSTITUTE OF ASSET MANAGEMENT
ActiveRegistry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- 4th Floor St Catherine's Court, Berkeley Place, Bristol BS8 1BQ
- Classification (SIC)
- Activities of professional membership organisations (94.12 - SIC 2007)
- Accounts type
- Total Exemption Full
Company activity
The 4 most recent documents filed at Companies House.
Pre-Score for UK companies is coming soon
- 02/04/2026View PDF (3 pages)
Confirmation statement made on 2026-03-01 with no updates
- 26/09/2025View PDF (2 pages)
Appointment of Mr Brian Thomas Haldane Addison as a director on 2025-09-10
- 15/09/2025View PDF (8 pages)
Total exemption full accounts made up to 2024-12-31
- 03/09/2025View PDF (2 pages)
Appointment of Mrs Vicky Nia Diesel as a secretary on 2025-09-03
Coming soon
What Pre-Score will tell you
- Whether the filed accounts are strengthening or weakening year on year.
- Whether this company files on time, and how often its record changes.
- How its officers and controlling parties connect to other UK companies.
Accounts and confirmation statement
The two filings Companies House requires every year, and where each one stands against its deadline today.
On schedule
Confirmation statement
Confirms the registry record is up to date
15/03/2027Filing deadline
Last statement 01/03/2026Due 15/03/2027
- Next statement date
- 01/03/2027
- Last statement dated
- 01/03/2026
Financial performance
The latest figures THE INSTITUTE OF ASSET MANAGEMENT filed. Okredo holds filed accounts data for 2021–2024; the year-by-year record is on the financials page.
Net Assets
£2.69M2024
5.14%vs 20232023: £2.56M
Total Assets
£3.04M2024
5.31%vs 20232023: £2.88M
Cash in Bank
£551.18K2024
71.72%vs 20232023: £320.98K
Total Liabilities
£345.93K2024
6.62%vs 20232023: £324.44K
Employees
42024
0vs 20232023: 4
Of the 4 measures with an earlier filing to compare against, 4 rose. Cash in bank moved furthest, up 71.72% on 2023. See the full financial analysis for THE INSTITUTE OF ASSET MANAGEMENT.
The full financial record
Four ways through THE INSTITUTE OF ASSET MANAGEMENT's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +4.6% a year (CAGR)Three-year trend, 2022–2024Every measure end to end across 2022, 2023 and 2024, with the compound rate behind each one.See what moved5 chartsCharts by indicator5 filed indicators plotted year by year, 2021–2024.Plot the figuresNothing estimatedRatios from the filed figures4 ratios computed from this company's own reported amounts, each shown against the year it was derived from.Check the ratios5 × 4 yearsEvery figure by yearAll 5 measures Okredo tracks across 4 reported years, exactly as filed.Open the table
Employees
Headcount as reported to Companies House for 2021–2024.
| Year | Employees | Change |
|---|---|---|
| 2024 | 4 | 0 |
| 2023 | 4 | 0 |
| 2022 | 4 | 0 |
| 2021 | 4 | – |
Reported employee count was unchanged at 4 between 2021 and 2024. See how headcount moved alongside the reported financials.
Credit report
It is a professional assessment of the company 's performance, revealing company's potential and risks, showing it's past experiences and revealing future prospects.
- Company potential
- Risk indicators
- Past performance
- Future prospects
Officers
32Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 01/04/2022–26/09/2024 | 0 | |
| Director | 26/02/2004–26/02/2004 | 116 | |
| Director | 26/02/2004–27/04/2021 | 11 | |
| Director | 01/10/2009–01/03/2020 | 1 | |
| Director | 10/03/2020–11/03/2022 | 6 | |
| Director | 01/09/2007–28/06/2016 | 25 | |
| Director | 10/01/2014–01/02/2016 | 3 | |
| Director | 26/02/2004–26/02/2004 | 61 | |
| Director | 26/02/2004–01/07/2008 | 22 | |
| Secretary | 26/02/2004–26/02/2004 | 49 | |
| Director | 30/09/2023–Present | 0 | |
| Director | 25/09/2024–Present | 0 | |
| Director | 10/12/2020–Present | 0 | |
| Director | 26/02/2004–31/03/2006 | 9 | |
| Director | 20/06/2011–10/12/2020 | 12 | |
| Director | 10/09/2025–Present | 0 | |
| Secretary | 25/05/2022–03/09/2025 | 0 | |
| Secretary | 03/09/2025–Present | 0 | |
| Secretary | 26/02/2004–27/04/2021 | 2 | |
| Director | 10/12/2020–Present | 0 | |
| Director | 10/12/2020–30/09/2023 | 0 | |
| Director | 01/08/2019–Present | 0 | |
| Director | 01/01/2008–28/08/2009 | 0 | |
| Director | 01/02/2016–Present | 0 | |
| Director | 26/02/2004–26/02/2004 | 1 | |
| Director | 26/02/2004–02/02/2006 | 4 | |
| Director | 08/10/2018–20/03/2020 | 5 | |
| Director | 01/06/2006–20/06/2011 | 17 | |
| Director | 01/10/2009–Present | 3 | |
| Director | 14/09/2022–Present | 0 | |
| Director | 01/09/2007–14/09/2022 | 7 | |
| Director | 01/02/2017–01/08/2020 | 4 |
Persons with significant control
1Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 01/03/2017–Present | 0 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 16
- Since 18/10/2022
- Last 12 months
- 1
- -7 vs the year before
- Most recent filing
- 02/04/2026
- 6 months ago
What changed in the last year
- Confirmation statementLatest 02/04/2026
Filing timeline
- 02/04/2026View PDF (3 pages)
Confirmation statement made on 2026-03-01 with no updates
- 26/09/2025View PDF (2 pages)
Appointment of Mr Brian Thomas Haldane Addison as a director on 2025-09-10
- 15/09/2025View PDF (8 pages)
Total exemption full accounts made up to 2024-12-31
- 03/09/2025View PDF (2 pages)
Appointment of Mrs Vicky Nia Diesel as a secretary on 2025-09-03
- 03/09/2025View PDF (1 pages)
Termination of appointment of Jodie Williamson as a secretary on 2025-09-03
- 03/09/2025View PDF (1 pages)
Secretary's details changed for Mrs Vicky Nia Diesel on 2025-09-03
- 14/03/2025View PDF (3 pages)
Confirmation statement made on 2025-03-01 with no updates
- 23/10/2024View PDF (2 pages)
Appointment of Ms Toby Kizner as a director on 2024-09-25
- 18/10/2024View PDF (1 pages)
Termination of appointment of James Lindsey Conlin as a director on 2024-09-26
- 23/09/2024View PDF (8 pages)
Total exemption full accounts made up to 2023-12-31
- 01/03/2024View PDF (3 pages)
Confirmation statement made on 2024-03-01 with no updates
- 01/02/2024View PDF (1 pages)
Termination of appointment of David Vincent Bowcott as a director on 2023-09-30
Showing 12 of 16 filings
See when the next accounts and confirmation statement are due
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- Activity
- Activities of other membership organisations n.e.c.
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- SC408565
- Incorporated
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- Activity
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- Activity
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328 NORWICH (RESIDENTS) ASSOCIATION LIMITED
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- Activity
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17 FREMANTLE SQUARE (COTHAM) LIMITED
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- Employees
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About THE INSTITUTE OF ASSET MANAGEMENT
A short description of the company, written from its Companies House record.
THE INSTITUTE OF ASSET MANAGEMENT is a private limited company by guarantee without share capital, use of "limited" exemption registered in the United Kingdom, based in 4th Floor St Catherine's Court, Berkeley Place, Bristol BS8 1BQ. Companies House classifies its business as Activities of professional membership organisations. It has been on the register for 22 years 7 months.
The register currently records it as active. Its 2024 accounts report net assets of £2.69M and 4 employees.
THE INSTITUTE OF ASSET MANAGEMENT: frequently asked questions
Answered from this company's own registry record and filed figures.
Companies House records THE INSTITUTE OF ASSET MANAGEMENT under one registered business activity: Activities of professional membership organisations (94.12 - SIC 2007).
THE INSTITUTE OF ASSET MANAGEMENT is recorded as active on the Companies House register, and has been on it since 26/02/2004.
The most recent accounts Okredo holds cover 2024 and report net assets of £2.69M, total assets of £3.04M, cash in bank of £551.18K and total liabilities of £345.93K.
The most recent document on the record is dated 02/04/2026: Confirmation statement made on 2026-03-01 with no updates, 6 months ago.
On the current registry record, accounts are due by 30/09/2027 and the next confirmation statement is due by 15/03/2027.
Companies House lists 32 officers (10 currently in post) and 1 person with significant control.