Citizens Advice Mid Mercia
Registered charity 1107830 · accounts filings on the Charity Commission register · also known as SOUTH DERBYSHIRE CITIZENS ADVICE BUREAU
To provide free, confidential, impartial and independent advice and information for the benefit of the local community, to exercise a responsible influence on the development of social policies and services and to ensure individuals do not suffer through a lack of knowledge or an inability to express their needs effectively.
Causes: Education/training · Disability · The Prevention Or Relief Of Poverty · website · Get email alerts
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net movement in funds of £219,904, resulting in total unrestricted reserves of £755,131. The trustees have determined that free reserves should be maintained equal to three months of normal operating expenditure to meet foreseeable contingencies. The independent auditors confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified.
Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.
What the accounts disclose
Reserves policy: three months of unrestricted expenditure (held: £755k)
“the Trustees have determined that ‘free reserves’, in addition to ‘Designated funds’ should be maintained equal to 3 months normal operating expenditure.” — page 7
Per its FY2025 accounts as filed with the Charity Commission.
Accounts audited by Bates Weston Audit Ltd. Discloses 4 of 6 completeness components.
Corporate structure
Public fundraising profile: JustGiving — Citizens Advice Mid Mercia (matched by registered charity number).
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.
- LEWIS, Honor Louise — director, appointed 03/03/2026on trustee list
- HAIGH, Stephen Jerome — director, appointed 05/01/2026on trustee list
- KATARIA, Barinder Kumar — director, appointed 08/05/2025on trustee list
- HARRIS, John — director, appointed 07/08/2024on trustee list
- MACKENZIE, Angela — director, appointed 08/05/2024on trustee list
- MCKIERNAN, John — director, appointed 01/02/2024on trustee list
- BLACKETT, Ian Gavin — director, appointed 17/08/2023on trustee list
- MCKENDRICK, Susan Irene — director, appointed 03/02/2022on trustee list
- BOSWORTH, James — director, appointed 26/04/2018on trustee list
- LLOYD, Jonathan David — director, appointed 31/10/2013on trustee list
- HEWLETT, James Neil, Cllr — director, appointed 23/08/2007on trustee list
- SYMCOX, David — secretary, appointed 14/12/2012
Official officers record.
Property (HM Land Registry)
1 registered title in England and Wales held by the charity’s company or corporate body (1 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.
Structured financials (annual return, FY ending 31/03/2025)
Reported reserves equal ~0.9 months of spending — in the bottom quarter for charities its size (median 4.8 months; benchmarks).
Per its annual return, largest income source: Charitable activities (100% 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: 0.0% of total income — below the median for charities its size (5.2%) (benchmarks).
Register events
- Received assets from another charity (07/12/2018) — per the register’s event history; asset transfers typically record mergers or reorganisations.
- Jonathan David Lloydchair
- Angela MacKenzie
- Barinder Kumar Kataria
- CLLR JAMES NEIL HEWLETT
- Christopher John Smith
- GRAEME JOHN ROYALL
- Honor Louise Lewis
- Ian Gavin Blackett
- JAMES ENNIS BOSWORTH
- John Harris
- John McKiernan · trustee of 2 other charities
- Stephen Jerome Haigh
- Susan McKendrick · trustee of 1 other charity
Trustee list from the Charity Commission register (current, not historical).
Operates in: Derbyshire · Staffordshire
Income and spending
Common questions
Is Citizens Advice Mid Mercia financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net movement in funds of £219,904, resulting in total unrestricted reserves of £755,131. The trustees have determined that free reserves should be maintained equal to three months of normal operating expenditure to meet foreseeable contingencies. The independent auditors confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified. Its FY2025 accounts were audited by Bates Weston Audit Ltd.
Who funds Citizens Advice Mid Mercia?
Funders whose own accounts filings name Citizens Advice Mid Mercia as a grant recipient include THE ACCESS TO JUSTICE FOUNDATION, SUPPORT STAFFORDSHIRE.
Known funders
Grants to this charity found in funders’ own accounts filings.
Government & lottery funding
Grants to this charity published as open data by government and lottery funders (360Giving).
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 SOUTHWARK CITIZENS ADVICE BUREAUX SERVICE.
Side by side with its peers
Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.