PEMBROKESHIRE CITIZENS ADVICE BUREAU
The Bureau provides a professional, free, confidential information and advice service to its clients. Its objectives are to provide easier and faster access to quality service and information; to develop the Citizens Advice Bureau network and new initiatives in advice work; to highlight social policy issues.
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 Wales (the area of benefit)
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net income surplus of £31,961 for the year ended 31 March 2025, with total unrestricted reserves of £287,271. The trustees acknowledge continuing financial pressures and have adopted a reserves policy aiming to hold at least three months of operating expenditure to ensure continued operation.
What the accounts disclose
“The trustees consider that due to the current economic uncertainty it would be prudent to aim to set aside an amount equivalent to at least 3 months operating expenditure.” — page 7
“The trustees are mindful of continuing financial pressures and so, a review of our reserves policy has been undertaken, and future budgets will be determined so as to maintain or improve on current levels, and where possible also allow for a contingency to ensure we can continue to operate and meet the needs of our clients in the event of unforescen circumstances.” — page 7
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
- 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
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- ANTHONY EDWARD SANGSTERchair
- Andrew Fredrick John Glaze
- Cennydd Charles Williams
- Chedes sarrionandia
- Chris Osborne
- Robert John Frank White
- Sonia Ann Hay
- Wendy Matthews
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £732k | £700k |
| 31/03/2024 | £762k | £707k |
| 31/03/2023 | £605k | £543k |
| 31/03/2022 | £578k | £566k |
| 31/03/2021 | £537k | £552k |
Common questions
Is PEMBROKESHIRE CITIZENS ADVICE BUREAU financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net income surplus of £31,961 for the year ended 31 March 2025, with total unrestricted reserves of £287,271. The trustees acknowledge continuing financial pressures and have adopted a reserves policy aiming to hold at least three months of operating expenditure to ensure continued operation. Its FY2025 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 11/03/2010 | £50k | Recession Community Financial Literacy Project |