CCEW Charity Commission profile

Citizens Advice South West Surrey

Registered charity 1061067 · organisation 1061067

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
5 March 1997
Removed
Not supplied
Company number supplied
03258272
Financial period
1 April 2024 – 31 March 2025
Latest income
£1,448,763
Latest expenditure
£1,463,985
Gift Aid
Yes
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: 36 Bridge Street, GODALMING, SURREY, GU7 1HP

Website recorded by the regulator: www.casws.org.uk (displayed as text)

02 Activities

What the charity does

The service aims:- to provide the advice people need for the problems they face- to improve the policies and practices that affect people's lives

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 January 2026
Date Annual Return Received
14 January 2026
Date Accounts Received
14 January 2026
Total Gross Income
£1,448,763
Total Gross Expenditure
£1,463,985
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 January 2025
Date Annual Return Received
16 January 2025
Date Accounts Received
16 January 2025
Total Gross Income
£1,545,866
Total Gross Expenditure
£1,034,467
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 January 2024
Date Annual Return Received
25 January 2024
Date Accounts Received
25 January 2024
Total Gross Income
£722,268
Total Gross Expenditure
£709,294
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 January 2023
Date Annual Return Received
28 November 2022
Date Accounts Received
28 November 2022
Total Gross Income
£693,592
Total Gross Expenditure
£507,579
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 January 2022
Date Annual Return Received
18 November 2021
Date Accounts Received
18 November 2021
Total Gross Income
£438,175
Total Gross Expenditure
£364,522

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
14 January 2026
Total Gross Income
£1,448,763
Total Gross Expenditure
£1,463,985
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£7
Income From Government Grants
£989,103
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
175
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
16 January 2025
Total Gross Income
£1,545,866
Total Gross Expenditure
£1,034,467
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£5
Income From Government Grants
£593,406
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
175
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
25 January 2024
Total Gross Income
£722,268
Total Gross Expenditure
£709,294
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£3
Income From Government Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
45
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
28 November 2022
Total Gross Income
£693,592
Total Gross Expenditure
£507,579
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£3
Income From Government Grants
£243,750
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
58
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
18 November 2021
Total Gross Income
£438,175
Total Gross Expenditure
£364,522
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£2
Income From Government Grants
£223,950
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
64

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
14 January 2026
Income Donations And Legacies
9665
Income Other Trading Activities
0
Income Charitable Activities
1401161
Income Investments
14338
Income Other
17618
Income Total Income And Endowments
1442782
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,463,985
Expenditure Other
0
Expenditure Total
1463985
Expenditure Investment Management
0
Expenditure Grants Institution
237151
Expenditure Governance
11993
Expenditure Support Costs
654925
Expenditure Depreciation
662
Gain Loss Investment
5982
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£640,449
Assets Total Fixed
2731
Assets Own Use
2731
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,243,623
Assets Total Liabilities
£170,136
Assets Current Investment
231839
Assets Total Assets And Liabilities
£1,076,218
Creditors One Year Total Current
170136
Creditors Falling Due After One Year
0
Assets Cash
£929,120
Funds Endowment
0
Funds Unrestricted
643229
Funds Restricted
432989
Funds Total
1076218
Count Employees
34
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
16 January 2025
Income Donations And Legacies
334309
Income Other Trading Activities
0
Income Charitable Activities
1150045
Income Investments
9856
Income Other
15628
Income Total Income And Endowments
1509838
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,034,467
Expenditure Other
0
Expenditure Total
1034467
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
10451
Expenditure Support Costs
544027
Expenditure Depreciation
600
Gain Loss Investment
36028
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,091,440
Assets Total Fixed
3393
Assets Own Use
3393
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,153,171
Assets Total Liabilities
£65,124
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,091,440
Creditors One Year Total Current
65124
Creditors Falling Due After One Year
0
Assets Cash
£853,846
Funds Endowment
0
Funds Unrestricted
703961
Funds Restricted
387479
Funds Total
1091440
Count Employees
37
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
25 January 2024
Income Donations And Legacies
9680
Income Other Trading Activities
0
Income Charitable Activities
707669
Income Investments
0
Income Other
4919
Income Total Income And Endowments
722268
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£709,294
Expenditure Other
0
Expenditure Total
709294
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
307659
Expenditure Depreciation
7015
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£580,041
Assets Total Fixed
808
Assets Own Use
0
Assets Long Term Investment
808
Defined Benefit Pension Scheme
0
Assets Other Assets
£709,109
Assets Total Liabilities
£129,876
Assets Current Investment
0
Assets Total Assets And Liabilities
£580,041
Creditors One Year Total Current
129876
Creditors Falling Due After One Year
0
Assets Cash
£671,309
Funds Endowment
0
Funds Unrestricted
526138
Funds Restricted
53903
Funds Total
580041
Count Employees
24
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
28 November 2022
Income Donations And Legacies
128716
Income Other Trading Activities
0
Income Charitable Activities
547732
Income Investments
0
Income Other
17144
Income Total Income And Endowments
693592
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£507,579
Expenditure Other
0
Expenditure Total
507579
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
3883
Expenditure Support Costs
222238
Expenditure Depreciation
25180
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£385,733
Assets Total Fixed
1485
Assets Own Use
1485
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£745,465
Assets Total Liabilities
£179,883
Assets Current Investment
0
Assets Total Assets And Liabilities
£567,067
Creditors One Year Total Current
179883
Creditors Falling Due After One Year
0
Assets Cash
£698,687
Funds Endowment
0
Funds Unrestricted
533839
Funds Restricted
33228
Funds Total
567067
Count Employees
17
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Surrey
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
307
Classification Type
How
Classification Description
Provides Advocacy/advice/information
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty

08 Official extract

Charity Event History

Charity Name
Citizens Advice South West Surrey
Charity Event Order
4
Event Type
Asset transfer in
Date Of Event
2024-05-16T00:00:00
Reason
Funds transferred (gi)
Assoc Organisation Number
4001658
Assoc Registered Charity Number
1098859
Assoc Charity Name
CITIZENS ADVICE WAVERLEY
Charity Name
Citizens Advice South West Surrey
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1997-03-05T00:00:00
Charity Name
Citizens Advice South West Surrey
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2022-02-04T00:00:00
Reason
Ceased to exist
Assoc Organisation Number
5017062
Assoc Registered Charity Number
1142319
Assoc Charity Name
CITIZENS ADVICE SURREY
Charity Name
Citizens Advice South West Surrey
Charity Event Order
3
Event Type
Asset transfer in
Date Of Event
2023-01-03T00:00:00
Assoc Organisation Number
5039998
Assoc Registered Charity Number
1153321
Assoc Charity Name
ASH CITIZENS ADVICE BUREAU

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 2ND OCTOBER 1996 AS AMENDED 17 OCTOBER 2006. as amended on 03 Jan 2019 as amended on 31 Oct 2022 as amended on 12 Jan 2023 as amended on 27 Nov 2023 as amended on 04 Nov 2025 as amended on 04 Nov 2025
Charitable Objects
The charity’s objects (‘Objects’) are specifically: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 Guildford and Waverley and surrounding areas.
Area Of Benefit
AREA OF GUILDFORD

10 Official extract

Charity Other Names

Charity Name Id
650092
Charity Name Type
Working name
Charity Name
Citizens Advice Guildford and Ash
Charity Name Id
323488
Charity Name Type
Previous name
Charity Name
GUILDFORD CITIZENS ADVICE BUREAU
Charity Name Id
610701
Charity Name Type
Previous name
Charity Name
Citizens Advice Guildford

11 Official extract

Charity Other Regulators

Regulator Order
1
Regulator Name
Financial Conduct Authority

12 Official extract

Charity Policy

Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Paying staff
Policy Name
Complaints handling
Policy Name
Internal risk management policy and procedures
Policy Name
Conflicting interests
Policy Name
Complaints policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Risk management
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Volunteer management
Policy Name
Trustee expenses policy and procedures
Policy Name
Financial reserves policy and procedures