01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 30 June 1987
- Removed
- Not supplied
- Company number supplied
- 01702827
- Financial period
- 1 April 2024 – 31 March 2025
- Latest income
- £1,381,184
- Latest expenditure
- £1,383,187
- Gift Aid
- No
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Citizens Advice, Y Storfa, PO Box 826, SWANSEA, West Glamorgan, SA1 9WR
Website recorded by the regulator: www.citizensadvicesnpt.org.uk (displayed as text)
02 Activities
What the charity does
Provision of free, independent, confidential and impartial advice service to the general public.
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
- 19 January 2026
- Date Accounts Received
- 27 January 2026
- Total Gross Income
- £1,381,184
- Total Gross Expenditure
- £1,383,187
- 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
- 22 October 2024
- Date Accounts Received
- 22 October 2024
- Total Gross Income
- £1,442,644
- Total Gross Expenditure
- £1,366,868
- 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
- 10 October 2023
- Date Accounts Received
- 10 October 2023
- Total Gross Income
- £1,278,013
- Total Gross Expenditure
- £1,303,914
- 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
- 26 October 2022
- Date Accounts Received
- 26 October 2022
- Total Gross Income
- £1,270,654
- Total Gross Expenditure
- £1,141,917
- 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
- 21 December 2021
- Date Accounts Received
- 21 December 2021
- Total Gross Income
- £1,253,827
- Total Gross Expenditure
- £1,077,907
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
- 19 January 2026
- Total Gross Income
- £1,381,184
- Total Gross Expenditure
- £1,383,187
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £10
- Income From Government Grants
- £1,181,615
- 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
- 35
- 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
- 22 October 2024
- Total Gross Income
- £1,442,644
- Total Gross Expenditure
- £1,366,868
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £10
- Income From Government Grants
- £1,223,868
- 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
- 31
- 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
- 10 October 2023
- Total Gross Income
- £1,278,013
- Total Gross Expenditure
- £1,303,914
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £8
- Income From Government Grants
- £1,029,047
- 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
- 32
- 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
- 26 October 2022
- Total Gross Income
- £1,270,654
- Total Gross Expenditure
- £1,141,917
- 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
- £1,049,749
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 13
- 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
- 21 December 2021
- Total Gross Income
- £1,253,827
- Total Gross Expenditure
- £1,077,907
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £3
- Income From Government Grants
- £1,041,669
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 23
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
- 19 January 2026
- Income Donations And Legacies
- 65
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1357525
- Income Investments
- 23594
- Income Other
- 0
- Income Total Income And Endowments
- 1381184
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £1,333,357
- Expenditure Other
- 49830
- Expenditure Total
- 1383187
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 388723
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £810,916
- Assets Total Fixed
- 0
- Assets Own Use
- 0
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £959,659
- Assets Total Liabilities
- £97,041
- Assets Current Investment
- 125217
- Assets Total Assets And Liabilities
- £862,618
- Creditors One Year Total Current
- 97041
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £789,709
- Funds Endowment
- 0
- Funds Unrestricted
- 810916
- Funds Restricted
- 51702
- Funds Total
- 862618
- Count Employees
- 39
- 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
- 22 October 2024
- Income Donations And Legacies
- 137
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1425359
- Income Investments
- 17130
- Income Other
- 18
- Income Total Income And Endowments
- 1442644
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £1,294,798
- Expenditure Other
- 72070
- Expenditure Total
- 1366868
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 10629
- Expenditure Support Costs
- 371541
- Expenditure Depreciation
- 3334
- Gain Loss Investment
- 17130
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- -3334
- Gain Loss Other
- 0
- Reserves
- £735,567
- Assets Total Fixed
- 2638
- Assets Own Use
- 2638
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £922,934
- Assets Total Liabilities
- £60,951
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £864,621
- Creditors One Year Total Current
- 60951
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £911,798
- Funds Endowment
- 0
- Funds Unrestricted
- 738205
- Funds Restricted
- 126416
- Funds Total
- 864621
- Count Employees
- 38
- 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
- 10 October 2023
- Income Donations And Legacies
- 100
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1271731
- Income Investments
- 5807
- Income Other
- 375
- Income Total Income And Endowments
- 1278013
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £1,169,535
- Expenditure Other
- 134379
- Expenditure Total
- 1303914
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 6954
- Expenditure Support Costs
- 332795
- Expenditure Depreciation
- 3334
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £459,290
- Assets Total Fixed
- 5972
- Assets Own Use
- 5972
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £834,713
- Assets Total Liabilities
- £51,840
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £788,845
- Creditors One Year Total Current
- 51840
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £817,650
- Funds Endowment
- 0
- Funds Unrestricted
- 505262
- Funds Restricted
- 283583
- Funds Total
- 788845
- Count Employees
- 38
- 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
- 26 October 2022
- Income Donations And Legacies
- 400
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1270084
- Income Investments
- 119
- Income Other
- 51
- Income Total Income And Endowments
- 1270654
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £1,141,917
- Expenditure Other
- 0
- Expenditure Total
- 1141917
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 0
- Expenditure Depreciation
- 696
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £404,921
- Assets Total Fixed
- 9306
- Assets Own Use
- 9306
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £859,989
- Assets Total Liabilities
- £54,549
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £814,746
- Creditors One Year Total Current
- 54549
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £815,405
- Funds Endowment
- 0
- Funds Unrestricted
- 444921
- Funds Restricted
- 369825
- Funds Total
- 814746
- Count Employees
- 38
- Charity Only Accounts
- Yes
- 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
- 21 December 2021
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 295
- Income Other
- 1418
- Income Total Income And Endowments
- 1713
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £1,077,907
- Expenditure Other
- 0
- Expenditure Total
- 1077907
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 14763
- Expenditure Support Costs
- 291453
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £686,009
- Assets Total Fixed
- 0
- Assets Own Use
- 0
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £793,324
- Assets Total Liabilities
- £107,315
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £686,009
- Creditors One Year Total Current
- 107315
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £542,360
- Funds Endowment
- 0
- Funds Unrestricted
- 394492
- Funds Restricted
- 291517
- Funds Total
- 686009
- Count Employees
- 37
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- City Of Swansea
- Welsh Ind
- Yes
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Neath Port Talbot
- Welsh Ind
- Yes
07 Official extract
Charity Classification
- Classification Code
- 101
- Classification Type
- What
- Classification Description
- General Charitable Purposes
- Classification Code
- 307
- Classification Type
- How
- Classification Description
- Provides Advocacy/advice/information
- Classification Code
- 105
- Classification Type
- What
- Classification Description
- The Prevention Or Relief Of Poverty
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
08 Official extract
Charity Event History
- Charity Name
- CITIZENS ADVICE SWANSEA NEATH PORT TALBOT LIMITED
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2012-11-01T00:00:00
- Assoc Organisation Number
- 4014701
- Assoc Registered Charity Number
- 1108810
- Assoc Charity Name
- NEATH PORT TALBOT CITIZENS ADVICE BUREAU
- Charity Name
- CITIZENS ADVICE SWANSEA NEATH PORT TALBOT LIMITED
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1987-06-30T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES INCORPORATED 25/02/1983AS AMENDED BY SPECIAL RESOLUTION(S) DATED 28/10/1986AS AMENDED BY SPECIAL RESOLUTION(S) DATED 30/01/2002AS AMENDED BY SPECIAL RESOLUTION(S) DATED 05/10/2003AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 01/10/2010AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 30/03/2012AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 31/03/2012AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 12 SEP 2017AS AMENDED BY SPECIAL RESOLUTION(S) DATED 12 SEP 2017 as amended on 26 Mar 2021 as amended on 19 May 2022
- Charitable Objects
- 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 THE CITY AND COUNTY OF SWANSEA AND NEATH PORT TALBOT COUNTY BOROUGH COUNCIL AND SURROUNDING AREAS.” (‘AREA OF BENEFIT’)
- Area Of Benefit
- CITY AND COUNTY OF SWANSEA AND NEATH PORT TALBOT COUNTY BOROUGH COUNCIL AND SURROUNDING AREAS
10 Official extract
Charity Other Names
- Charity Name Id
- 521327
- Charity Name Type
- Previous name
- Charity Name
- SWANSEA NEATH PORT TALBOT CITIZENS ADVICE BUREAU
- Charity Name Id
- 241346
- Charity Name Type
- Previous name
- Charity Name
- SWANSEA CITIZENS ADVICE BUREAU
11 Official extract
Charity Other Regulators
- Regulator Order
- 1
- Regulator Name
- Financial Conduct Authority
12 Official extract
Charity Policy
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Engaging external speakers at charity events policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Campaigns and political activity policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Risk management
- Policy Name
- Paying staff
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Investment
- Policy Name
- Complaints handling
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Volunteer management