Finance Score: 0

Governance Score: 9

Support Score: 11

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +11

Overall GiG Score: 20

WILTSHIRE CITIZENS ADVICE

Wiltshire Citizens Advice aims to provide free, confidential, impartial and independent advice and information for the benefit of the local community, to exercise a responsible influence on the development of social policies and services and to ensure individuals do not suffer through a lack of knowledge or an inability to express their needs effectively.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£1,413	£1,517	£-105	£0	£494	£462	3.7	60	53
31/03/22		£1,559	£1,486	£73	£0	£599	£532	4.3	55	65
31/03/21		£1,425	£1,352	£73	£0	£526	£518	4.6	58	82
31/03/20		£1,721	£1,664	£57	£0	£453	£448	3.2	57	132
31/03/19		£1,697	£1,662	£35	£0	£396	£391	2.8	53	132
31/03/18		£1,573	£1,582	£-10	£0	£361	£354	2.7	51	0
31/03/17		£1,990	£2,042	£-52	£0	£370	£322	1.9	55	0
31/03/16		£1,539	£1,454	£84	£0	£423	£400	3.3	65	0
31/03/15		£1,467	£1,492	£-25	£17	£338	£225	1.8	42	0
31/03/14		£1,267	£1,202	£65	£10	£364	£335	3.3	37	0
31/03/13		£1,373	£1,450	£-78	£7	£299	£285	2.4	40	0
31/03/12		£1,505	£1,500	£5	£12	£377	£330	2.6	43	0
31/03/11		£1,741	£1,786	£-45	£61	£397	£227	1.5	45	0
31/03/10	*	£619	£578	£41	£7	£128	£80	1.7	15	0
31/03/09		£556	£554	£2	£7	£87	£87	1.9	18	0
31/03/08		£491	£511	£-20	£0	£0	£0	n/a	0	0
31/03/07		£561	£520	£41	£6	£105	£105	2.4	16	0
31/03/06		£479	£457	£22	£0	£0	£0	n/a	0	0
31/03/05		£473	£469	£5	£0	£0	£0	n/a	0	0
31/03/04		£452	£426	£26	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 38%
Liabilities/Income: 21%
Unrestricted Funds/Total Funds: 94%
Reserves/Spending: 3.7 months
Net Current Assets/Spending: 3 months
Quick Ratio: 2.5

Asset Split ?

Established: 27 years

www.citizensadvicewiltshire.org.uk

0808 278 7995

Charity Commission for England and Wales

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Practical support, advice & companionship

How it operates

Provides advocacy/advice/information

Where it operates

Bristol City, South Gloucestershire, Swindon, Wiltshire,

Who it helps

The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

National Lottery Community Fund	£187,250
Wiltshire Community Foundation	£99,639
Quartet Community Foundation	£70,453
Access to Justice Foundation	£52,500
DCMS	£21,946

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Wiltshire Advice Community Advice Support
£187,250	31/05/2023	This funding will support Wiltshire Citizens Advice to deliver a dedicated advice service for those in Wiltshire who need additional support to act on advice received. They are requesting £187250.00 ....more This funding will support Wiltshire Citizens Advice to deliver a dedicated advice service for those in Wiltshire who need additional support to act on advice received. They are requesting £187250.00 over 2 years which is the total project budget.
Quartet Community Foundation - Grant to Citizens Advice Wiltshire
£16,200	26/05/2023	As directed by the donor towards debt advice work.
Wiltshire Community Foundation - Grant to Wiltshire Citizens Advice
£5,000	25/01/2023	Wiltshire Citizen?s Advice provides free impartial information and advice to individuals around debt, benefits, housing, employment and consumer issues. Funding will help with increased costs.
Quartet Community Foundation - Grant to Citizens Advice Wiltshire
£36,253	10/01/2023	As directed by the donor towards debt advice.
Wiltshire Community Foundation - Wiltshire Money
£5,000	08/12/2022	Wiltshire Money is a membership organisation that brings together organisations that provide information and advice on financial issues. Funding will provide training for staff or volunteers from ....more Wiltshire Money is a membership organisation that brings together organisations that provide information and advice on financial issues. Funding will provide training for staff or volunteers from small local organisations.
Wiltshire Community Foundation - Surviving Winter
£31,672	21/10/2022	Grant to Wiltshire Citizens Advice
Access to Justice Foundation - Help Accessing Legal Support (HALS)
£52,500	13/09/2022	Help Accessing Legal Support (HALS) is a programme of The Access to Justice Foundation with the Ministry of Justice. We are working with organisations to sustain and improve access to early social ....more Help Accessing Legal Support (HALS) is a programme of The Access to Justice Foundation with the Ministry of Justice. We are working with organisations to sustain and improve access to early social welfare and family legal advice, to enable users to resolve these problems as early as possible and avoid the need for court or tribunal proceedings where possible. Where court or tribunal proceedings are needed, we expect the grant will provide the support needed to help people manage their way through the process effectively. A key feature of this programme is expected to focus on helping us all understand what works better in terms of service delivery and also to help make the case for future investment in this work.
Quartet Community Foundation - Grant to Citizens Advice Wiltshire
£18,000	01/06/2022	As directed by the donor towards debt advice.
Wiltshire Community Foundation - Surviving Winter
£4,967	10/03/2022	Benefit advice and support for older people and those with physical difficulties during winter period.
Wiltshire Community Foundation - Surviving Winter
£7,675	14/10/2021	Benefit advice and support for older people and those with physical difficulties during winter period.
Wiltshire Community Foundation - Grant to Wiltshire Citizens Advice
£16,044	17/03/2021 5	Caseworker to provide additional support to new Universal Credit claimants, and those currently being supported by the furlough scheme or Self Employed Income Support.
Wiltshire Community Foundation - Surviving Winter
£7,335	23/10/2020	Benefit advice for older people and those with physical difficulties during winter period.
Wiltshire Community Foundation - Grant to Wiltshire Citizens Advice
£21,946	29/06/2020	1 FTE caseworker for 6 months to provide additional support to new Universal Credit claimants, and those currently being supported by the furlough scheme or Self Employed Income Support.
DCMS - VSCE CMC Fund
£21,946	29/06/2020	NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots ....more NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots and small organisations who can provide an on-the-ground community response to the crisis; and, support local charitable organisations to mobilise volunteers to enable better targeted support in communities through empowered local groups.
Wiltshire Community Foundation - Reducing the Hidden Costs of Mental Health Issues
£4,518	25/04/2018	Wiltshire Citizen’s Advice provides free impartial information and advice to individuals around debt, benefits, housing, employment and consumer issues from 10 offices across Wiltshire. Funding ....more Wiltshire Citizen’s Advice provides free impartial information and advice to individuals around debt, benefits, housing, employment and consumer issues from 10 offices across Wiltshire. Funding will go towards researching the needs of clients with mental health issues and piloting ways of addressing those needs.
National Lottery Community Fund - Reducing Hardship with Advice and Action
£9,986	07/02/2018 12	The funding will be used to train staff in a citizen’s advice centre about Universal Credit, as well as advanced training for caseworkers. The project aims to make sure that they are well equipped ....more The funding will be used to train staff in a citizen’s advice centre about Universal Credit, as well as advanced training for caseworkers. The project aims to make sure that they are well equipped to support local people to address issues they may be facing.
Wiltshire Community Foundation - Grant to Wiltshire Citizens Advice
£5,000	10/11/2015 12	Wiltshire Citizens Advice provides free, independent and confidential advice to residents in Wiltshire, face-to-face, by phone or by email. The grant supported welfare benefits training for support ....more Wiltshire Citizens Advice provides free, independent and confidential advice to residents in Wiltshire, face-to-face, by phone or by email. The grant supported welfare benefits training for support organisation workers and volunteers.
National Lottery Community Fund - Resilient Advice Services in Wiltshire
£326,689	19/04/2013 36	The project aims to increase the efficiency and effectiveness of providers in Wiltshire providing debt, housing, benefits and employment advice, focusing on early intervention to help more Wiltshire ....more The project aims to increase the efficiency and effectiveness of providers in Wiltshire providing debt, housing, benefits and employment advice, focusing on early intervention to help more Wiltshire residents. It also aims to increase the number of organisations that can offer basic advice and information, making more effective referrals to advice providers who can focus on the more complex advice needs and casework.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees: 45-72

BARRIE DRISCOLL (Chair) Appointed: 2019, Occupation: Management Consultant

DOMINIC ANTHONY SZANTO Appointed: 2018, Occupation: Corporate Financial Advisor

EMMA JANE DARK Appointed: 2018, Occupation: Accountant

FIONA LAWLEY Appointed: 2023, Occupation: Head Of Finance

KIRSTEN JANE HAASJES Appointed: 2023, Occupation: Head Of Community Engagement

PHILIP JOHN RICHTER Appointed: 2023, Occupation: Retired

PARVIS HOMAYOUNFAR JAMIESON Appointed: 2021, Occupation: Company Director

SIMON PETER BRETT Appointed: 2023, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 06/05/1997, number: 1062219
Registered at Companies House on 28/05/1996, number: 03204218

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

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

Filing Record

20 returns made; AR10: 144 days late,

Main office

Wiltshire Citizens Advice
Trinity House
Bryer Ash Business Park
TROWBRIDGE
Wiltshire
BA14 8HE

Objectives

THE CHARITY'S 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 WITHOUT LIMITATION, FOR THE BENEFIT OF THE COMMUNITY IN WILTSHIRE AND THE DISTRICT OF SWINDON AND SURROUNDING AREAS.

Defined Area of Benefit:

NORTH WILTSHIRE

Data Sources