money advice trust
Activities & Mission
We help people across the UK tackle their debts and manage their money with confidence. The Trust?s main activities are providing free advice through National Debtline and Business Debtline; supporting advisers through Wiseradviser; and improving the UK?s money and debt environment through policy, research, innovation grants and awareness raising campaigns.
Fundraising
See where Money Advice Trust is active and find local fundraising opportunities.
Country
Region
Financial Information
Latest Income
£21,681,305
Latest Expenditure
£22,517,187
Financial Efficiency
Program Ratio 102.6%
% of income going directly to charitable activities
Overall Efficiency 98.8%
% of expenditure going to programs (vs overhead)
Administrative Ratio 2.7%
Overhead (fundraising + governance) as % of total expenditure
Latest Financial Breakdown
Income Sources
Donations & Legacies £4,080,998
Charitable Activities £17,093,276
Other Trading £0
Investments £507,031
Other Income £0
Expenditure Categories
Charitable Expenditure £22,255,035
Raising Funds £262,152
Governance £344,636
Grants to Institutions £18,850
Other Expenditure £0
Financial Trend
Annual Returns
| Financial Year | Income | Expenditure | Charitable Spending | Net Assets | Reserves | Staff |
|---|---|---|---|---|---|---|
| 2024 | £21,681,305 | £22,517,187 | £22,255,035 | £13,558,287 | £12,592,825 | 322 / 0 |
| 2023 | £21,264,112 | £18,717,612 | £18,454,428 | £14,394,169 | £12,785,172 | 282 / 0 |
| 2022 | £16,035,881 | £13,761,975 | £13,504,566 | £11,847,669 | £9,898,871 | 253 / 0 |
| 2021 | £16,280,000 | £14,021,000 | £13,771,000 | £9,574,000 | £9,458,000 | 280 / 0 |
| 2020 | £14,825,720 | £12,753,660 | £12,452,188 | £7,315,493 | £7,108,690 | 251 / 0 |
Staff column shows: Employees / Volunteers
Details
Address
Money Advice Trust
Tricorn House
Hagley Road
BIRMINGHAM
B16 8TP
Tricorn House
Hagley Road
BIRMINGHAM
B16 8TP
Website
www.moneyadvicetrust.orgRegistration Date
18 September 2003
Status
Registered
Registry Information
Organisation Number
4002472
Charity Number
1099506
Trustees
Laurence Edward Burgess
Sarah Ruth Desai
Christine Farnish
Zitah McMillan
Mark Allison
Alexandra Meagher
Adam Khan
Thomas Richard Hamilton Reddy
Penelope Jane Clarke
Sectors & Classifications
Also Known As
- BUSINESS DEBTLINE
- NATIONAL DEBTLINE
- WISERADVISER