Finance Score: 4

Governance Score: 6

Support Score: 8

Reasonable growth: +1
Fundraising costs low: +3

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

Overall weighted support: +8

Overall GiG Score: 18

ADVICE UK

The charity operates as a co-ordination and support network for organisations that provide social welfare law advice to the public.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
Fundraising costs are unusually low relative to funds raised
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 dynamic in terms of composition

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	*	£3,275	£3,348	£-72	£9	£2,394	£2,222	8	15	0
31/03/22		£3,275	£2,894	£381	£9	£2,477	£2,367	9.8	12	0
31/03/21		£3,594	£3,224	£369	£17	£2,164	£2,063	7.7	12	0
31/03/20		£2,351	£2,311	£40	£29	£1,675	£1,555	8.1	14	0
31/03/19		£2,385	£2,206	£179	£17	£1,526	£1,526	8.3	14	0
31/03/18		£2,447	£2,075	£371	£13	£1,408	£1,364	7.9	13	0
31/03/17		£2,183	£2,034	£149	£19	£1,030	£981	5.8	16	0
31/03/16		£2,015	£1,991	£24	£21	£948	£948	5.7	18	0
31/03/15		£1,807	£1,631	£176	£20	£887	£806	5.9	14	0
31/03/14	*	£2,050	£1,797	£253	£59	£711	£617	4.1	18	0
31/03/13	*	£2,752	£2,804	£-52	£22	£506	£455	1.9	16	0
31/03/12		£2,777	£2,820	£-43	£15	£566	£479	2	17	0
31/03/11	*	£2,910	£3,073	£-163	£31	£650	£591	2.3	24	0
31/03/10	*	£3,280	£3,281	£0	£13	£833	£737	2.7	33	0
31/03/09		£3,076	£2,689	£386	£13	£888	£801	3.6	33	0
31/03/08	*	£1,848	£1,979	£-131	£15	£648	£573	3.5	22	0
31/03/07	*	£2,206	£1,995	£211	£13	£709	£667	4	20	0
31/03/06		£1,693	£1,761	£-68	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£2,390	£2,341	£49	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£2,603	£2,534	£69	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0.3%
Fundraising Costs/Total Spending: 0.3%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 49%
Liabilities/Income: 70%
Unrestricted Funds/Total Funds: 93%
Reserves/Spending: 8 months
Net Current Assets/Spending: 6 months
Quick Ratio: 1.1

Asset Split ?

Balance Sheet History

Established: 37 years
(38 years as a company)

www.adviceuk.org.uk

mail@adviceuk.org.uk

03007770107

Charity Commission for England and Wales

Tweets

Listed activities

Economic/Community Development/Employment
Education/Training
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Philanthropic intermediaries and volunteering

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years

City Bridge Trust	£367,500
Trust for London	£69,000
The Legal Education Foundation	£46,000

Specific Donations

Amount	When Months	To be used for
Trust for London - Advice UK
£69,000	08/02/2023	The funding is for work to strengthen independent community-based advice services in London, focusing on smaller organisations serving minority ethnic and marginalised communities. It will support groups and organisations to improve the quality of ....more The funding is for work to strengthen independent community-based advice services in London, focusing on smaller organisations serving minority ethnic and marginalised communities. It will support groups and organisations to improve the quality of the social welfare advice they give, increasing capacity to combat poverty and respond to cost-of-living pressures.
City Bridge Trust - Grant to AdviceUK
£342,500	12/07/2022 36	£342,500 over three years (£106,200; £117,400; £118,900) towards a project whereby AdviceUK and 11 organisations will use a Whole Person, Whole Community approach will co-produce a challenge to funders on the way current monitoring and ....more £342,500 over three years (£106,200; £117,400; £118,900) towards a project whereby AdviceUK and 11 organisations will use a Whole Person, Whole Community approach will co-produce a challenge to funders on the way current monitoring and evaluation of advice services are limiting their effectiveness.
City Bridge Trust - Grant to AdviceUK
£25,000	08/06/2021	£25,000 towards the development phase of a collaboration, applying a Whole Person Approach to strengthen the work and increase the impact of London civil society organisations which advise communities of experience and identity.
The Legal Education Foundation - Covid-19 support to members - continuation grant
£26,000	21/08/2020	Providing support to AdviceUK members in dealing with the impacts of the Covid-19 crisis, including business continuity and fundraising.
The Legal Education Foundation - Covid-19 support to members
£20,000	07/04/2020	Providing support to AdviceUK members in dealing with the impacts of the Covid-19 crisis, including business continuity and fundraising.
Lankelly Chase Foundation - Grant to Advice UK
£133,265	13/07/2016 24	Systems change work using the Vanguard method and to integrate learning into the Promoting Change Network - 2 year grant
London Councils - Stronger Organisations-Benefiting London(ers)
£1,015,264	20/02/2013	Supporting diversification of funding, self sustaining income generation and social enterprise. Managers who are more skilled and capable of leading their organisations to be better able to respond to increasingly complex demands on their service, ....more Supporting diversification of funding, self sustaining income generation and social enterprise. Managers who are more skilled and capable of leading their organisations to be better able to respond to increasingly complex demands on their service, More effective use of the data collection methods to present a more accurate and dynamic picture of real impact made for Londoners, Agencies working more effectively through collaboration and the sharing of good practice, access to information and developing social policy. As a result the advice sector will be in a much stronger position to deal more effectively with the problems faced by Londoners as a result of the welfare changes, high levels of unemployment, low wage employment and those on fixed incomes, such as pensioners.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Age Range of Trustees: 36-69

ANTHONY QUINN Appointed: 2021, Occupation: Chief Executive

AVINASH MANDALIA Appointed: 2021, Occupation: Manager

BALJIT BASHEDA

CHRISTOPHER WHITE Appointed: 2023, Occupation: Solicitor

JAWANZA IPYANA Appointed: 2021, Occupation: Student Advisor

NATHANIEL SOMBU Appointed: 2023, Occupation: It Consultancy

TOM EVANS Appointed: 2023, Occupation: Solicitor

VICTORIA GREENWOOD Appointed: 2021, Occupation: Advice Service Manager

Legal constitution

Charitable company registered in England & Wales on 01/06/1988, number: 299342
Registered at Companies House on 29/05/1986, number: 02023982

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Bullying and harassment 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
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR23: 106 days late, AR14: 3 days late, AR13: 1 days late, AR11: 65 days late, AR10: 2 days late, AR08: 0 days late, AR07: 29 days late,

Main office

Suite 610
150 Minories
LONDON
EC3N 1LS

Objectives

TO PROMOTE SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE PUBLIC AS MAY FROM TIME TO TIME BE DETERMINED INCLUDING THE ADVANCEMENT OF EDUCATION, THE PROTECTION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS IN PARTICULAR BY PROVIDING CO-ORDINATION AND SUPPORT TO INDEPENDENT ADVICE SERVICES AND BY ASSISTING THEM TO MAKE BETTER USE OF THE RESOURCES AVAILABLE TO THEM.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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