HALTON CITIZENS ADVICE BUREAU
Halton Citizens Advice Bureau service provides free, independent, confidential and impartial advice to everyone on their rights and responsibilities. It values diversity, promotes equality and challenges discrimination.The service aims: * To provide the advice people need for the problems they face * To improve the policies and practices that affect people's lives.
Objects
THE CHARITY'S OBJECTS ARE TO PROMOTE ANY CHARITABLE PURPOSE FOR THE PUBLIC BENEFIT BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION AND PRESERVATION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS IN PARTICULAR, BUT WITHOUT LIMITATION, FOR THE BENEFIT OF THE COMMUNITY IN HALTON AND SURROUNDING AREAS.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a deficit of £36,588 for the year ended 31 March 2025, resulting in total funds decreasing to £899,422 from £936,010 the previous year. Per the trustees' report, unrestricted reserves stood at £724,573, which the Board considers adequate to meet its policy target of holding six months of anticipated running costs (£594k). The trustees confirmed there are no material uncertainties regarding the charity's ability to continue as a going concern.
What the accounts disclose
“Taking all these factors into account trustees have historically aimed to maintain a reserves fund of 5-6 months operating costs.”
“There were related party transactions between Citizens Advice Halton and Citizens Advice (National Association of Citizens Advice Bureaux) during the year. The charity paid £14,656 to Citizens Advice in membership fees and to cover the cost of insurance, financial support, and information services (2024: £14,999). As at the year, an amount of £1,200 was due by the charity to Citizens Advice (2024: £960).” — page 48
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
- 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: 36
- Government income: £672,299 — contracts £351,064 (1), grants £321,235 (8); 56% of the £1,201,482 total gross income on the same return
- Employees paid over £60,000: 1 (£60,001–£70,000: 1)
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 37
- Government income: £1,148,053 — contracts £348,184 (5), grants £799,869 (6); 89% of the £1,296,928 total gross income on the same return
- Employees paid over £60,000: 1 (£60,001–£70,000: 1)
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 40
- Government income: £1,008,103 — contracts £506,626 (5), grants £501,477 (4); 84% of the £1,204,364 total gross income on the same return
In the news
Leadership, per the charity’s website
- Hitesh N. Patel — Chief Executive
- Claire Pentin — Chair of Trustees
- Geoff Hawker — Vice Chair
- John Doyle — Treasurer
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- Claire Pentinchair
- Amber Cairns
- Anita Cawley
- Anne-Marie Atherton
- Geoffrey Michael Hawker
- Isabelle Shankar
- John Jospeh Doyle
- Nicholas Hill
- Peter Lloyd-Jones
- Peter Lunio
- Stacey Shmygol
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £1.2m | £1.2m |
| 31/03/2024 | £1.3m | £1.2m |
| 31/03/2023 | £1.2m | £1.2m |
| 31/03/2022 | £1.2m | £1.2m |
| 31/03/2021 | £1.1m | £882k |
Common questions
Is HALTON CITIZENS ADVICE BUREAU financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a deficit of £36,588 for the year ended 31 March 2025, resulting in total funds decreasing to £899,422 from £936,010 the previous year. Per the trustees' report, unrestricted reserves stood at £724,573, which the Board considers adequate to meet its policy target of holding six months of anticipated running costs (£594k). The trustees confirmed there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were audited by AGP Chartered Accountants.
Who funds HALTON CITIZENS ADVICE BUREAU?
Funders whose own accounts filings name HALTON CITIZENS ADVICE BUREAU as a grant recipient include UNITED UTILITIES TRUST FUND, HOUSING THE HOMELESS CENTRAL FUND.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| UNITED UTILITIES TRUST FUND | FY2022 | £31k | Organisational grants |
| UNITED UTILITIES TRUST FUND | FY2023 | £15k | Organisational grants |
| UNITED UTILITIES TRUST FUND | FY2021 | £15k | Organisational grants |
| UNITED UTILITIES TRUST FUND | FY2024 | £4k | Organisational grant |
| HOUSING THE HOMELESS CENTRAL FUND | FY2025 | £2k | |
| HOUSING THE HOMELESS CENTRAL FUND | FY2023 | £1k | |
| HOUSING THE HOMELESS CENTRAL FUND | FY2024 | £1k | |
| HOUSING THE HOMELESS CENTRAL FUND | FY2022 | £880 |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 03/04/2020 | £9k | Volunteer Training and Development |
| The National Lottery Community Fund | 19/04/2013 | £348k | Halton Advice Lighthouse |
| The National Lottery Community Fund | 05/05/2011 | £10k | Community Advice Outreach |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| TRUST FOR LONDON | 1 | £82k |
| The William Brake Foundation | 1 | £40k |
| THE ARCHER TRUST | 1 | £3k |
| BOLTON COMMUNITY AND VOLUNTARY SERVICES | 1 | £2k |
| A P TAYLOR TRUST | 1 | £2k |
| THE AUSTIN AND HOPE PILKINGTON TRUST | 1 | £1k |
Charities like this
- WELWYN HATFIELD CITIZENS ADVICE BUREAU LIMITED
- LUTON CITIZENS ADVICE BUREAU
- HARTLEPOOL CITIZENS ADVICE BUREAU
- HARLOW CITIZENS ADVICE BUREAU LIMITED
- RUTLAND CITIZENS ADVICE BUREAU
- CITIZENS ADVICE HILLINGDON LTD
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| HALTON CITIZENS ADVICE BUREAU | £1.2m | — | 0 | unclear | — | no doubt |
| WELWYN HATFIELD CITIZENS ADVICE BUREAU LIMITED | £526k | — | 0 | below | — | no doubt |
| LUTON CITIZENS ADVICE BUREAU | £726k | — | 0 | above | — | no doubt |
| HARTLEPOOL CITIZENS ADVICE BUREAU | £605k | — | 0 | unclear | — | no doubt |
| HARLOW CITIZENS ADVICE BUREAU LIMITED | £640k | — | 0 | above | — | no doubt |
| RUTLAND CITIZENS ADVICE BUREAU | £400k | — | 0 | unclear | — | no doubt |