CITIZENS ADVICE LIVERPOOL LIMITED
The charities 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 not without limitation, for the benefit of the community in Liverpool and surrounding areas.
Objects
THE CHARITY'S OBJECTS ARE TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITY IN LIVERPOOL AND SURROUNDING AREAS ("THE AREA OF BENEFIT") BY THE DVANCEMENT OF EDUCATION, THE PROTECTION AND PRESERVATION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS.
Financial health, per its FY2025 accounts
The accounts state that the charity generated a surplus of £118,390 for the year ended 31 March 2025, with total incoming resources of £4,349,809 against total expenditure of £4,231,419. Per the trustees' report, unrestricted reserves stood at £1,475,647, which the trustees consider sufficient to cover between 3 and 4 months of operating costs against a policy target of 3 to 6 months. The charity reports no material uncertainties regarding its ability to continue as a going concern.
What the accounts disclose
“the trustees have determined that “free reserves” should be maintained equal to between 3 and 6 month’s normal operating expenditure.” — 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
- 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: 80
- Government income: £1,647,898 — contracts £1,229,974 (4), grants £417,924 (6); 38% of the £4,349,809 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: 60
- Government income: £214,715 — grants £214,715 (3); 5% of the £4,096,212 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 85
- Government income: £309,262 — grants £309,262 (5); 9% of the £3,392,323 total gross income on the same return
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 31/03/2022 (received 10/02/2023, 10 days after the 31/01/2023 due date).
Leadership, per the charity’s website
- Heather Jessop — Chief Executive Officer
- Mick Blakeley — Head of Operational Development
- Leanne Campbell-Syers — Head of Partnerships and Innovation
- Debbie Nolan — Head of Health Services
- Jill Appleton — Head of Money Advice and Financial Inclusion Services
- Rita Burke — HR Business Partner
- Alison Gibbon — Chair of Board of Trustees
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2025)
Register events
- Received assets from another charity (03/04/2023)
- Received assets from another charity (03/04/2023)
- Received assets from another charity (12/02/2019)
- Received assets from another charity (15/10/2018)
Trustees
- Alison Gibbon
- Emma Lee Carey
- Franklin Hont
- JYOTI KISHOR VITHLANI
- James Organ
- Joanne Katherine Randall
- Kim Crowe
- Paul Wilkie
- Stephen Anton
- Yvonne Hanson
- Yvonne Hanson
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £4.3m | £4.2m |
| 31/03/2024 | £4.1m | £4.1m |
| 31/03/2023 | £3.4m | £3.4m |
| 31/03/2022 | £3.4m | £3.4m |
| 31/03/2021 | £3.4m | £3.2m |
Common questions
Is CITIZENS ADVICE LIVERPOOL LIMITED financially healthy?
Per its FY2025 accounts: The accounts state that the charity generated a surplus of £118,390 for the year ended 31 March 2025, with total incoming resources of £4,349,809 against total expenditure of £4,231,419. Per the trustees' report, unrestricted reserves stood at £1,475,647, which the trustees consider sufficient to cover between 3 and 4 months of operating costs against a policy target of 3 to 6 months. The charity reports no material uncertainties regarding its ability to continue as a going concern. Its FY2025 accounts were audited by DSG Audit.
Who funds CITIZENS ADVICE LIVERPOOL LIMITED?
Funders whose own accounts filings name CITIZENS ADVICE LIVERPOOL LIMITED as a grant recipient include THE LEGAL EDUCATION FOUNDATION, THE ACCESS TO JUSTICE FOUNDATION, CIVIC POWER FUND.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE LEGAL EDUCATION FOUNDATION | FY2022 | £150k | Supporting Liverpool Access to Advice Network to enhance coordination, promote inter-agency referrals and improve knowledge among advice providers in the region |
| THE ACCESS TO JUSTICE FOUNDATION | FY2025 | £99k | Grants & Donations |
| THE ACCESS TO JUSTICE FOUNDATION | FY2024 | Unverified read£90k | Grants |
| THE ACCESS TO JUSTICE FOUNDATION | FY2023 | £83k | Grants & Donations |
| THE LEGAL EDUCATION FOUNDATION | FY2025 | £28k | Extension funding |
| CIVIC POWER FUND | FY2024 | £1k |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 08/01/2026 | £20k | Inclusive Reflection and Waiting Room |
| The National Lottery Community Fund | 16/08/2024 | £404k | Specialist Advice Talent Pipeline |
| UK government | 01/04/2020 | £61k | CITIZENS ADVICE LIVERPOOL LTD (G) |
| The National Lottery Community Fund | 25/07/2019 | £332k | Equalities Programme |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| TRUST FOR LONDON | 1 | £82k |
| SOLICITORS BENEVOLENT ASSOCIATION LIMITED | 1 | £8k |
| QUARTET COMMUNITY FOUNDATION | 1 | £5k |
| THE ARCHER TRUST | 1 | £3k |
| A P TAYLOR TRUST | 1 | £2k |
| THE AUSTIN AND HOPE PILKINGTON TRUST | 1 | £1k |
| R. DAPHNE PLUNKET CHARITABLE TRUST | 1 | £500 |
Charities like this
- CITIZENS ADVICE LEICESTERSHIRE
- CITIZENS ADVICE MANCHESTER
- CITIZENS ADVICE LINCOLNSHIRE
- Citizens Advice Lincoln & Lindsey
- CITIZENS ADVICE SOUTH GLOUCESTERSHIRE
- CITIZENS ADVICE SERVICE IN THE BOROUGH OF WIGAN
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| CITIZENS ADVICE LIVERPOOL LIMITED | £4.3m | — | 0 | within | — | no doubt |
| CITIZENS ADVICE LEICESTERSHIRE | £1.7m | — | — | below | — | no doubt |
| CITIZENS ADVICE MANCHESTER | £8.3m | — | 0 | above | — | no doubt |
| CITIZENS ADVICE LINCOLNSHIRE | £314k | — | — | unclear | — | no doubt |
| Citizens Advice Lincoln & Lindsey | £3.5m | — | 0 | within | — | no doubt |
| CITIZENS ADVICE SOUTH GLOUCESTERSHIRE | £964k | — | 0 | within | — | no doubt |