SOUTH LAKES CITIZENS ADVICE BUREAU

Registered charity 1118656 · accounts filings on the Charity Commission register · also known as CUMBRIA RURAL CITIZENS ADVICE BUREAU

South Lakes Citizens Advice was established for the promotion of any charitable purpose for the benefit of the community in Cumbria by the advancement of education,the protection of health and the relief of poverty, sickness and distress.

Objects

TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITY IN CUMBRIA 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.

Area of benefit: CUMBRIA 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 · Disability · The Prevention Or Relief Of Poverty · Accommodation/housing · Economic/community Development/employment · website · Get email alerts

Registered contact address: Westmorland and Furness, North West, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net deficit of £55,916 for the year, resulting in total reserves of £106,012. The trustees acknowledge material uncertainties regarding future funding from Westmorland and Furness Council, noting that the level of support has not yet been finalized. Despite these risks, the trustees maintain a reasonable expectation that the charity will continue in operational existence for the foreseeable future.

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

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 4 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.

• 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
• 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
• Volunteer management

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

• Alan Chesters
• Barbara Potter
• COLIN RANSHAW · trustee of 3 other charities
• DAVID RUSSELL LONGTON · trustee of 1 other charity
• John William Whittle
• Mark Gregory

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

Operates in: Cumbria

Income and spending

Common questions

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 CITIZENS ADVICE BUREAUX (SALFORD).

• CITIZENS ADVICE BUREAUX (SALFORD) income £1.3m
• Citizens Advice South West Surrey income £1.4m
• SOUTH HAMS CITIZENS ADVICE BUREAU income £571k
• CITIZENS ADVICE SOUTH LINCOLNSHIRE income £892k
• CITIZENS ADVICE SOUTH GLOUCESTERSHIRE income £964k
• SIGHT ADVICE SOUTH LAKES income £274k

Side by side with its peers

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