CITIZENS ADVICE SURREY HEATH
The charityÔÇÖs objects are to promote any charitable purpose for the benefit of the community in Surrey Heath, by the advancement of education, the protection and preservation of health and the relief of poverty, sickness and distress.
Objects
TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITY IN THE BOROUGH OF SURREY HEATH AND SURROUNDING AREAS ("THE AREA OF BENEFIT") BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION AND PRESERVATION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS.
Financial health, per its FY2025 accounts
The charity reported a surplus of £63,786 for the year ended 31 March 2025, with total incoming resources of £496,660. Unrestricted reserves stood at £316,535, which the trustees consider sufficient to meet the stated policy target of 6 to 9 months of normal operating expenditure. The accounts were prepared on a going concern basis with no material uncertainties identified.
What the accounts disclose
“the Trustees have determined that ‘free’ reserves excluding designated and restricted reserves should be maintained which are equal to between 6 to 9 months normal operating expenditure, in line with Charity Commission guidance.” — page 10
“There were transactions between Citizens Advice Surrey Heath and Citizens Advice in relation to information services. The total amount payable was £5,016 (2024: £3,039).” — page 27
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Engaging external speakers at charity events policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Volunteers: 20
- Government income: £217,704 — grants £217,704 (5); 44% of the £496,660 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 52
- Government income: £105,750 — grants £105,750 (4); 25% of the £423,263 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 49
- Government income: £180,190 — grants £180,190 (4); 59% of the £303,943 total gross income on the same return
Corporate structure
- Registered company of the charity Companies House 06058583
Company officers (Companies House)
- DRISCOLL, Gillian Margaret on trustee list
- MOREY, Colin David on trustee list
- CUTLER, James Robert Edwin on trustee list
- BRUNEL-COHEN, Edward Stuart on trustee list
- DABROWSKI, Lois Elizabeth on trustee list
- SCOTT, Gregory James not on trustee list
- PARK, Marion Ann on trustee list
- DOWNEY, Nigel Alexander on trustee list
- DRISCOLL, Gillian Margaret
Register events
- Received assets from another charity (04/02/2022)
Trustees
- Greg Scottchair
- Colin Morey
- Edward Brunel-Cohen
- Gillian Driscoll
- James Cutler
- Lois Elizabeth Dabrowski
- Marion Park
- NIGEL ALEXANDER DOWNEY
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £497k | £433k |
| 31/03/2024 | £423k | £347k |
| 31/03/2023 | £304k | £295k |
| 31/03/2022 | £294k | £254k |
| 31/03/2021 | £242k | £211k |
Common questions
Is CITIZENS ADVICE SURREY HEATH financially healthy?
Per its FY2025 accounts: The charity reported a surplus of £63,786 for the year ended 31 March 2025, with total incoming resources of £496,660. Unrestricted reserves stood at £316,535, which the trustees consider sufficient to meet the stated policy target of 6 to 9 months of normal operating expenditure. The accounts were prepared on a going concern basis with no material uncertainties identified. Its FY2025 accounts were independently examined.
Who funds CITIZENS ADVICE SURREY HEATH?
Funders whose own accounts filings name CITIZENS ADVICE SURREY HEATH as a grant recipient include FRIMLEY FUEL ALLOTMENTS CIO, CHOBHAM POOR ALLOTMENTS.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| FRIMLEY FUEL ALLOTMENTS CIO | FY2022 | £15k | |
| FRIMLEY FUEL ALLOTMENTS CIO | FY2025 | £10k | |
| FRIMLEY FUEL ALLOTMENTS CIO | FY2021 | £4k | |
| CHOBHAM POOR ALLOTMENTS | FY2022 | amount not stated |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 27/02/2025 | £20k | MONEY MATTERS |
| The National Lottery Community Fund | 10/06/2008 | £3k | Paperless Office Project |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| STRATFORD-UPON-AVON TOWN TRUST | 1 | £360k |
| THE ACCESS TO JUSTICE FOUNDATION | 1 | £182k |
| THE LEGAL EDUCATION FOUNDATION | 1 | £178k |
| THE KING HENRY VIII ENDOWED TRUST, WARWICK | 1 | £105k |
| MUNICIPAL CHARITIES OF STRATFORD-UPON-AVON | 1 | £12k |
| THE SUSSEX COMMUNITY FOUNDATION | 1 | £10k |
| SOLICITORS BENEVOLENT ASSOCIATION LIMITED | 1 | £8k |
| QUARTET COMMUNITY FOUNDATION | 1 | £5k |
Charities like this
- CITIZENS ADVICE SOUTH GLOUCESTERSHIRE
- CITIZENS ADVICE LIVERPOOL LIMITED
- CITIZENS ADVICE LEICESTERSHIRE
- CITIZENS ADVICE MANCHESTER
- CITIZENS ADVICE IN WEST SUSSEX (NORTH, SOUTH, EAST)
- CITIZENS ADVICE SOUTH WARWICKSHIRE
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| CITIZENS ADVICE SURREY HEATH | £497k | — | 0 | unclear | — | no doubt |
| CITIZENS ADVICE SOUTH GLOUCESTERSHIRE | £964k | — | 0 | within | — | no doubt |
| CITIZENS ADVICE LIVERPOOL LIMITED | £4.3m | — | 0 | within | — | no doubt |
| CITIZENS ADVICE LEICESTERSHIRE | £1.7m | — | — | below | — | no doubt |
| CITIZENS ADVICE MANCHESTER | £8.3m | — | 0 | above | — | no doubt |
| CITIZENS ADVICE IN WEST SUSSEX (NORTH, SOUTH, EAST) | £2.7m | — | 0 | below | — | no doubt |