TAUNTON AREA DEBT ADVICE
Giving free impartial debt advice to clients based on the individual needs of each client and may include debt management plans, insolvency solutions and budgeting education.
Objects
OBJECTSTHE OBJECTS OF THE CIO ARE THE RELIEF OF FINANCIAL HARDSHIP OR POVERTY AMONGST PERSONS IN THE SOMERSET AREA BY ANY SUCH MEANS THAT ARE EXCLUSIVELY CHARITABLE AT LAW, PARTICULARLY BUT NOT EXCLUSIVELY BY PROVIDING DEBT COUNSELLING AND ADJUSTING SERVICES, ADVICE AND ASSISTANCE IN FINANCIAL MATTERS.
Latest income
£11k
Latest spending
£11k
Registered
2015
Policies the charity declares
- 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
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting 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 31/03/2026
- Volunteers: 5
Self-declared on the annual return for the financial year ending 31/03/2025
- Volunteers: 3
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 6
Trustees
- Janet Gillettchair
- PHILIP BEDFORD
- Robert Ruffell-Hazell
- Trevor Goss
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2026 | £11k | £11k |
| 31/03/2025 | £8k | £10k |
| 31/03/2024 | £5k | £10k |
| 31/03/2023 | £20k | £9k |
| 31/03/2022 | £7k | £5k |
Common questions
Who funds TAUNTON AREA DEBT ADVICE?
Funders whose own accounts filings name TAUNTON AREA DEBT ADVICE as a grant recipient include THE FAIRFIELD CHARITABLE TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. JAMES, TAUNTON, SOMERSET COMMUNITY FOUNDATION.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE FAIRFIELD CHARITABLE TRUST | FY2024 | £5k | |
| THE FAIRFIELD CHARITABLE TRUST | FY2023 | £5k | |
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. JAMES, TAUNTON | FY2023 | £2k | |
| SOMERSET COMMUNITY FOUNDATION | FY2023 | £2k |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| Somerset Community Foundation | 19/03/2026 | £5k | Taunton Area Debt Advice |
| Somerset Community Foundation | 05/12/2024 | £3k | Recruitment and training costs for new and existing debt advisors |
| Somerset Community Foundation | 10/10/2022 | £5k | Building the capacity of a specialist debt advice service |
| Somerset Community Foundation | 07/05/2020 | £1k | COVID19 Remote provision of debt advice to vulnerable people |
| Somerset Community Foundation | 24/09/2019 | £3k | New Office and Training Project |