CITIZENS ADVICE SOUTH GLOUCESTERSHIRE

Registered charity 1037480 · accounts filings on the Charity Commission register · also known as NORTHAVON CITIZENS ADVICE BUREAU, SOUTH GLOUCESTERSHIRE CITIZENS ADVICE BUREAU

The Charity's objects are to promote any charitable purpose for the benefit of the community in South Gloucestershire and surrounding areas by the advancement of education, the protection and preservation of health and the relief of poverty, sickness and distress.

Objects

FOR THE PROMOTION OF ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN SOUTH GLOUCESTERSHIRE AND SURROUNDING AREAS BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION AND PRESERVATION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS.

Area of benefit: SOUTH GLOUCESTERSHIRE AND SURROUNDING AREAS

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Economic/community Development/employment · website · Get email alerts

Latest income
£964k
Latest spending
£862k
Registered
1994
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted funds totalled £407,004, which the trustees consider sufficient to maintain reserves between three and six months of expenditure. The charity reported a net income surplus of £101,983 for the year, supported by significant grant funding from South Gloucestershire Council and other local bodies.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: three and six month’s expenditure (held: £407k)
“It is the policy of the charitable company that unrestricted funds which have not been designated for a specific use should be maintained at a level equivalent to between three and six month’s expenditure.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Haines Watts Swindon Limited. Discloses 5 of 6 completeness components.

In its annual return the charity told the Commission it is also regulated by: Financial Conduct Authority. This is the charity’s own declaration; it is not a rating and has not been verified by the Commission or by this site.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Corporate structure

Public fundraising profile: JustGiving — Citizens Advice South Gloucestershire (matched by registered charity number).

Funders the charity credits

Named as funders/supporters on the charity’s own website (the charity’s claim, distinct from accounts-verified grants).

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

Official officers record.

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (0 freehold); recorded price paid £350k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Public profiles (found on the charity’s own website): facebook · instagram

Structured financials (annual return, FY ending 31/03/2025)

Total income
£964k
Total spending
£862k
Cost of raising funds
£2k
Reserves (reported)
£407k
Employees
21

Reported reserves equal ~5.7 months of spending — above the median for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Charitable activities (95% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.2% of total income — below the median for charities its size (4.9%) (benchmarks).

Register events

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Bath And North East Somerset · Bristol City · Gloucestershire · North Somerset · South Gloucestershire · Wiltshire

Income and spending

Financial year endIncomeSpending
31/03/2025£964k£862k
31/03/2024£828k£818k
31/03/2023£499k£577k
31/03/2022£561k£545k
31/03/2021£541k£472k

Common questions

Is CITIZENS ADVICE SOUTH GLOUCESTERSHIRE financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted funds totalled £407,004, which the trustees consider sufficient to maintain reserves between three and six months of expenditure. The charity reported a net income surplus of £101,983 for the year, supported by significant grant funding from South Gloucestershire Council and other local bodies. Its FY2025 accounts were audited by Haines Watts Swindon Limited.

Who funds CITIZENS ADVICE SOUTH GLOUCESTERSHIRE?

Funders whose own accounts filings name CITIZENS ADVICE SOUTH GLOUCESTERSHIRE as a grant recipient include QUARTET COMMUNITY FOUNDATION.

Known funders

Grants to this charity found in funders’ own accounts filings.

FunderYearAmountPurpose (as stated by the funder)
QUARTET COMMUNITY FOUNDATIONFY2024£5kExpress Grant to employ an energy advisor to offer advice for those at risk of fuel poverty.

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

FunderDateAmountPurpose
The National Lottery Community Fund31/10/2024£20kRefurbishment of new advice centre

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with CITIZENS ADVICE STROUD & COTSWOLD DISTRICTS LTD.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
CITIZENS ADVICE SOUTH GLOUCESTERSHIRE£964k—0within—no doubt
CITIZENS ADVICE STROUD & COTSWOLD DISTRICTS LTD FY2025£725k—0unclear—no doubt
CITIZENS ADVICE IN WEST SUSSEX (NORTH, SOUTH, EAST) FY2025£2.7m—0below—no doubt
SOUTHAMPTON CITIZENS ADVICE BUREAU FY2025£1.7m——unclear—no doubt
CVS SOUTH GLOUCESTERSHIRE FY2025£274k—0unclear—no doubt
STAFFORDSHIRE SOUTH WEST CITIZENS ADVICE BUREAU FY2025£1.5m—0above—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.