WIZEUP FINANCIAL EDUCATION
Devising, writing and delivering financial education programs aimed at supporting schools and individuals with particular focus on post-16 students, teachers and parents.
Financial health, per its FY2025 accounts
The accounts state that for the 2024/25 academic year, the charity reported total income of £204,333 against expenditure of £198,554, resulting in a surplus. The document does not disclose any specific reserves figures or a stated reserves policy target.
What the accounts disclose
Funders the charity credits
Trustees
- Alan William Walterschair
- Derek Arthur Stew
- Elma Pearson Morris
- Gemma Louise Dunbar
- Saskia Periard-Abdoh
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/07/2025 | £204k | £199k |
| 31/07/2024 | £155k | £136k |
| 31/07/2023 | £94k | £74k |
| 31/07/2022 | £55k | £38k |
| 31/07/2021 | £22k | £22k |
Common questions
Is WIZEUP FINANCIAL EDUCATION financially healthy?
Per its FY2025 accounts: The accounts state that for the 2024/25 academic year, the charity reported total income of £204,333 against expenditure of £198,554, resulting in a surplus. The document does not disclose any specific reserves figures or a stated reserves policy target.
Who funds WIZEUP FINANCIAL EDUCATION?
Funders whose own accounts filings name WIZEUP FINANCIAL EDUCATION as a grant recipient include JACK PETCHEY FOUNDATION, THE CHARTER 600 CHARITY, SCHRODER CHARITY TRUST.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| JACK PETCHEY FOUNDATION | FY2024 | £108k | Partnership Grants |
| JACK PETCHEY FOUNDATION | FY2023 | £81k | Partnership Programme |
| THE CHARTER 600 CHARITY | FY2023 | £15k | delivery of financial education and employability workshops for 20 London schools |
| SCHRODER CHARITY TRUST | FY2025 | £4k |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| FUND THEIR FUTURE | 1 | — |
| THE PARIVAR TRUST | 1 | £542k |
| THE MELOW CHARITABLE TRUST | 1 | £413k |
| PARKWILL LIMITED | 1 | £336k |
| GILMOOR BENEVOLENT FUND LIMITED | 1 | £184k |
| The Parochial Church Council of Ecclesiastical Parish of Emmer Green and Caversham Park St Barnabas | 1 | £182k |
| UNITED TALMUDICAL ASSOCIATES LTD | 1 | £171k |
| ACHISOMOCH AID COMPANY LIMITED | 1 | £166k |
Charities like this
- WISDOM SCHOOL
- ACTION WITH AWARENESS REGARDING EDUCATION FOUNDATION
- FOUNTAINS OF KNOWLEDGE
- START UPRIGHT
- EDUCATION FOR LIFE
- MADRASSA ZIA-UL QURAN
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| WIZEUP FINANCIAL EDUCATION | £204k | — | 0 | unclear | — | no doubt |
| WISDOM SCHOOL | £4.0m | — | — | unclear | — | no doubt |
| ACTION WITH AWARENESS REGARDING EDUCATION FOUNDATION | £173k | — | 0 | unclear | 86.0% | no doubt |
| FOUNTAINS OF KNOWLEDGE | £1.1m | — | 0 | above | — | no doubt |
| START UPRIGHT | £5.5m | — | — | unclear | — | no doubt |
| EDUCATION FOR LIFE | £231k | — | 0 | below | — | no doubt |