Citizens Advice SORT Group

Registered charity 1171817 · accounts filings on the Charity Commission register · also known as PENNINE WEST CITIZENS ADVICE BUREAU LIMITED

To provide free, independant, impartial and confidential advice.

Causes: General Charitable Purposes · The Prevention Or Relief Of Poverty · website · Get email alerts

Latest income

£3.3m

Latest spending

£3.2m

Registered

2017

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity achieved a surplus of £172,339 for the year ended 31 March 2025, with total incoming resources of £3,325,201 against expenditure of £3,152,862. Per the trustees' report, unrestricted reserves stood at £1,589,438, which equates to 6.0 months of operating expenditure and exceeds the stated policy target of 4 months.

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

What the accounts disclose

Highest-paid employee band: £60,001 - £70,000 — below the median for charities its size (£70k)

“One Employee has employee benefits between £60,000 and £70,000 in the year” — page 27

Per its FY2025 accounts as filed with the Charity Commission.

Employees paid over £60,000: 1

“One Employee has employee benefits between £60,000 and £70,000 in the year” — page 27

Per its FY2025 accounts as filed with the Charity Commission.

Reserves policy: 4 months operating costs (held: £1.6m)

“Trustees consider that it is prudent to set aside Reserves equating to 4 months operating costs which is reviewed annually.” — page 7

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Slade & Cooper Ltd. Discloses 6 of 6 completeness components.

Public profiles (found on the charity’s own website): facebook · instagram · linkedin

Structured financials (annual return, FY ending 31/03/2025)

Total income

£3.3m

Total spending

£3.2m

Reserves (reported)

£1.6m

Employees

102

Reported reserves equal ~6.0 months of spending — above the median for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Charitable activities (98% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (5.2%) (benchmarks).

Register events

Received assets from another charity (25/10/2024) — per the register’s event history; asset transfers typically record mergers or reorganisations.
Received assets from another charity (25/10/2024) — per the register’s event history; asset transfers typically record mergers or reorganisations.
Received assets from another charity (14/11/2023) — per the register’s event history; asset transfers typically record mergers or reorganisations.
Received assets from another charity (13/11/2023) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

Alexander David Price
Alicia Hall
Francine Ryan
Melissa Dale
Peter Allen
Steven Carvalho

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

Operates in: Halton · Oldham · Rochdale · Stockport · Trafford · Warrington · Wirral

Income and spending

Financial year end	Income	Spending
31/03/2025	£3.3m	£3.2m
31/03/2024	£3.5m	£3.1m
31/03/2023	£2.7m	£3.0m
31/03/2022	£2.9m	£2.8m
31/03/2021	£2.0m	£2.0m

Common questions

Is Citizens Advice SORT Group financially healthy?

Per its FY2025 accounts: The accounts state that the charity achieved a surplus of £172,339 for the year ended 31 March 2025, with total incoming resources of £3,325,201 against expenditure of £3,152,862. Per the trustees' report, unrestricted reserves stood at £1,589,438, which equates to 6.0 months of operating expenditure and exceeds the stated policy target of 4 months. Its FY2025 accounts were audited by Slade & Cooper Ltd.

What does the highest-paid employee of Citizens Advice SORT Group earn?

Per its FY2025 accounts, the highest-paid employee was in the £60,001 - £70,000 band, and 1 employees earned over £60,000.

Who funds Citizens Advice SORT Group?

Funders whose own accounts filings name Citizens Advice SORT Group as a grant recipient include THE HEADLEY TRUST.

Known funders

Grants to this charity found in funders’ own accounts filings.

Funder	Year	Amount	Purpose (as stated by the funder)
THE HEADLEY TRUST	FY2024	£30k	Cost of Living Support.
THE HEADLEY TRUST	FY2023	£30k	Cost of Living support.

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Funder	Date	Amount	Purpose
The National Lottery Community Fund	21/01/2025	£20k	Greater Manchester Cost of Living Urgent Cases Support Line