PHOENIX HEALTH AND WELLBEING
Phoenix Health and Wellbeing support the needs of people affected by mental, emotional or physical health issues to promote their good health and wellbeing. This support is in the form of talking and complementary therapies and by providing information and support. Phoenix Health and Wellbeing will also provide information and training to other professionals involved in this field.
Objects
THE PRESERVATION AND PROTECTION OF GOOD HEALTH FOR THE PUBLIC BENEFIT BY SUPPORTING THE NEEDS OF THOSE PERSONS AFFECTED BY MENTAL, EMOTIONAL OR PHYSICAL HEALTH ISSUES THROUGH THE PROVISION OF COUNSELLING, SUPPORT, INFORMATION AND REFLEXOLOGY, REIKI, INDIAN HEAD MASSAGE AND SWEDISH MASSAGE AND THROUGH EDUCATION AND TRAINING TO MEMBERS OF SUCH PROFESSIONS IN ORDER TO ENSURE THE BENEFICIARIES RECEIVING SUCH TREATMENTS RECEIVE THE BEST POSSIBLE SERVICE.
Financial health, per its FY2025 accounts
The accounts state that the charity incurred a net payment deficit of £39,965 on unrestricted funds for the year ended 31 March 2025. Per the trustees' report, free reserves decreased to £138,067 due to increasing cost pressures and increased levels of supported therapies, and the trustees are reviewing operational plans to deliver a recurrently balanced financial plan in future years.
What the accounts disclose
“The trustees propose to maintain the charity’s general reserves at a level which is between six and twelve months operational expenditure” — page 6
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints 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
- 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
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 20
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 20
- Government income: £8,821 — grants £8,821 (2); 5% of the £192,834 total gross income on the same return
Trustees
- David Asplandchair
- Alison Grant
- Andy Hewitt
- Michael Hall
- Rachel Dixon
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £222k | £262k |
| 31/03/2024 | £227k | £216k |
| 31/03/2023 | £193k | £191k |
| 31/03/2022 | £239k | £191k |
| 31/03/2021 | £182k | £151k |
Common questions
Is PHOENIX HEALTH AND WELLBEING financially healthy?
Per its FY2025 accounts: The accounts state that the charity incurred a net payment deficit of £39,965 on unrestricted funds for the year ended 31 March 2025. Per the trustees' report, free reserves decreased to £138,067 due to increasing cost pressures and increased levels of supported therapies, and the trustees are reviewing operational plans to deliver a recurrently balanced financial plan in future years. Its FY2025 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| UK government | 08/07/2020 | £30k | Coronavirus Community Support Fund |
| The National Lottery Community Fund | 25/04/2019 | £10k | Prostate Cancer Support Clinics |
| The National Lottery Community Fund | 19/03/2014 | £10k | Reducing Social Isolation and Improving Social Wellbeing |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| ZURICH COMMUNITY TRUST (UK) LIMITED | 1 | £49k |
| ROSA FUND | 1 | £42k |
| SMALLWOOD TRUST | 1 | £23k |
| THE COMMUNITY FOUNDATION FOR WILTSHIRE & SWINDON | 1 | £19k |
| THE WILL CHARITABLE TRUST | 1 | £17k |
| THE WILLIAM ALLEN YOUNG CHARITABLE TRUST | 1 | £7k |
| THE DAVID FAMILY FOUNDATION | 1 | £6k |
| THE W H SMITH GROUP CHARITABLE TRUST | 1 | £2k |
Charities like this
- TYNESIDE WOMEN'S HEALTH
- THE PHOENIX THEATRE & ARTS CENTRE
- THE COMPASSIONATE MIND FOUNDATION
- FUSION HEALTH AND WELL BEING
- Holistic Wellness Community
- PHOENIX SOCIAL ENTERPRISE LIMITED
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| PHOENIX HEALTH AND WELLBEING | £222k | — | — | unclear | — | no doubt |
| TYNESIDE WOMEN'S HEALTH | £297k | — | 0 | unclear | — | no doubt |
| THE PHOENIX THEATRE & ARTS CENTRE | £285k | — | — | unclear | — | no doubt |
| THE COMPASSIONATE MIND FOUNDATION | £939k | — | 0 | unclear | — | no doubt |
| FUSION HEALTH AND WELL BEING | £402k | — | 0 | above | — | no doubt |
| Holistic Wellness Community | £37k | — | 0 | below | — | no doubt |