Finance Score: -6

Governance Score: 3

Support Score: 0

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: -3

MERIDIAN MONEY ADVICE

Meridian Money Advice provides debt and benefit information, advice and advocacy services.

Analysis by Giving is Great

Positives:

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 gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending

Established: 33 years

admin@meridianmoneyadvice.org.uk

02082933432

Charity Commission for England and Wales

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		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
31/03/22		£0	£4	£-4	n/a	n/a	n/a	n/a	n/a	0
31/03/21		£87	£142	£-55	n/a	n/a	n/a	n/a	n/a	2
31/03/20		£127	£148	£-21	n/a	n/a	n/a	n/a	n/a	2
31/03/19		£150	£146	£4	n/a	n/a	n/a	n/a	n/a	2
31/03/18		£149	£140	£9	£0	£0	£0	n/a	0	0
31/03/17		£164	£167	£-3	£0	£0	£0	n/a	0	0
31/03/16		£169	£184	£-15	£0	£0	£0	n/a	0	0
31/03/15		£162	£160	£2	£0	£0	£0	n/a	0	0
31/03/14		£197	£142	£56	£0	£0	£0	n/a	0	0
31/03/13		£98	£100	£-2	£0	£0	£0	n/a	0	0
31/03/12		£98	£100	£-2	£0	£0	£0	n/a	0	0
31/03/11		£110	£117	£-7	£0	£0	£0	n/a	0	0
31/03/10		£133	£115	£17	£0	£0	£0	n/a	0	0
31/03/09		£77	£83	£-6	£0	£0	£0	n/a	0	0
31/03/08		£126	£116	£10	£0	£0	£0	n/a	0	0
31/03/07		£97	£90	£7	£0	£0	£0	n/a	0	0
31/03/06		£75	£82	£-7	£0	£0	£0	n/a	0	0
31/03/05	*	£82	£77	£5	£0	£0	£0	n/a	0	0
31/03/04		£57	£62	£-5	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

The Prevention Or Relief Of Poverty

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Greenwich, Lewisham,

Who it helps

Elderly/Old People
Other Defined Groups
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

Age Range of Trustees: 50-82

HELEN EMMA NEILLY Appointed: 2017, Occupation: Accountant, Other trusteeships: RANDALL'S CHARITY, CHARITY OF CHARLES SOAMES, THE GREENWICH CHARITY,

IAN PAWLBY Appointed: 2014, Occupation: Retired

JOHN STANLEY (Chair) Appointed: 2001, Occupation: Retired Civil Servant, Other trusteeship: The Penn and Smith Almshouses,

LOVAT MICHAEL REES Appointed: 2017, Occupation: Retired

PIXIE ELIZABETH MAYES Appointed: 2013, Occupation: Vounteer

SUZANA URLICH Appointed: 2023, Occupation: Civil Servant

Legal constitution

Charitable company registered in England & Wales on 03/05/1991, number: 1002773
Registered at Companies House on 11/03/1991, number: 02590603

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

20 returns made; AR05: 1 days late,

Main office

12 WESTCOMBE PARK ROAD
LONDON
SE3 7RB

Objectives

(1)THE RELIEF OF POVERTY AMONG PERSONS RESIDENT OR WORKING IN SOUTH EAST LONDON (THE AREA OF BENEFIT) AND IN PARTICULAR THE LONDON BOROUGHS OF GREENWICH AND LEWISHAM BY THE PROVISION OF ADVICE, ASSISTANCE AND REPRESENTATION. (2)THE ADVANCEMENT OF EDUCATION IN MATTERS RELATING TO MENTAL, PHYSICAL AND SOCIAL WELFARE OF PERSONS RESIDENT OR WORKING IN THOSE BOROUGHS.

Defined Area of Benefit:

LONDON BOROUGHS OF GREENWICH AND LEWISHAM

Data Sources