CITIZENS ADVICE SEFTON

Registered charity 1100450 · accounts filings on the Charity Commission register · also known as CITIZENS ADVICE CROSBY FORMBY AND DISTRICT LTD, CITIZENS ADVICE, SEFTON, CROSBY FORMBY & DISTRICT CAB

Our vision is that everyone will be able to access free advice to find a way forward.Our charitable mission is to provide advice that helps people overcome their problems andcome together to campaign on big issues when their voices need to be heard.

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

Latest income
£1.1m
Latest spending
£1.1m
Registered
2003
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net deficit of £25,736 for the year ended 31 March 2025, compared to a surplus in the prior year. Per the trustees' report, free reserves of £457,366 meet the minimum target of three months' expenditure, although the trustees are seeking to increase reserves going forward.

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

What the accounts disclose

Reserves policy: 3-6 months working capital requirements (held: £457k)
“The trustees continue to comply with the policy of being capable of funding 3-6 months working capital requirements. The free reserves of £457,366 meets the minimum target of 3 months expenditure” — page 7
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by DSG Audit. Discloses 5 of 6 completeness components.

Public-sector contracts awarded

From the official Contracts Finder and Find a Tender notices (supplier matched by exact registered name). Contract income is distinct from grants.

BuyerContractAwardedValue
NHS CHESHIRE AND MERSEYSIDE INTEGRATED CARE BOARDSupport for Inpatients at Clockview Hospital——

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

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

Total income
£1.1m
Total spending
£1.1m
Cost of raising funds
£1k
Reserves (reported)
£573k
Employees
29

Reported reserves equal ~6.1 months of spending — above the median for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Charitable activities (99% 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: 0.1% of total income — below the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

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

Operates in: Knowsley · Lancashire · Liverpool City · Sefton · Wirral

Income and spending

Financial year endIncomeSpending
31/03/2025£1.1m£1.1m
31/03/2024£1.1m£1.1m
31/03/2023£809k£883k
31/03/2022£977k£987k
31/03/2021£1.1m£1.0m

Common questions

Is CITIZENS ADVICE SEFTON financially healthy?

Per its FY2025 accounts: The accounts state that the charity reported a net deficit of £25,736 for the year ended 31 March 2025, compared to a surplus in the prior year. Per the trustees' report, free reserves of £457,366 meet the minimum target of three months' expenditure, although the trustees are seeking to increase reserves going forward. Its FY2025 accounts were audited by DSG Audit.

Who funds CITIZENS ADVICE SEFTON?

Funders whose own accounts filings name CITIZENS ADVICE SEFTON as a grant recipient include SEFTON COUNCIL FOR VOLUNTARY SERVICE.

Known funders

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

FunderYearAmountPurpose (as stated by the funder)
SEFTON COUNCIL FOR VOLUNTARY SERVICEFY2025£175k
SEFTON COUNCIL FOR VOLUNTARY SERVICEFY2023£167kLiving Well Sefton / Health and Wellbeing
SEFTON COUNCIL FOR VOLUNTARY SERVICEFY2022£167kLiving Well Sefton / Health and Wellbeing
SEFTON COUNCIL FOR VOLUNTARY SERVICEFY2024£167kLiving Well Sefton

Government & lottery funding

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

FunderDateAmountPurpose
The National Lottery Community Fund17/04/2025£20kKnow Your Housing Rights
The National Lottery Community Fund24/03/2011£10kTraining facilities for the community at Citizens Advice in Southport
The National Lottery Community Fund17/02/2005£4kDesktop and Laptop Computers

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 SEFTON ADVOCACY.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
CITIZENS ADVICE SEFTON£1.1m—0above—no doubt
SEFTON ADVOCACY FY2025£450k—0unclear—no doubt
MID SUFFOLK CITIZENS ADVICE BUREAU FY2025£332k—0unclear—no doubt
CITIZENS ADVICE IN NORTH & WEST KENT FY2025£2.1m—0above—no doubt
CITIZENS ADVICE COLCHESTER FY2026£294k—0unclear—no doubt
Citizens Advice South West Surrey FY2025£1.4m—0below—no doubt

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