navigate
Activities & Mission
Navigate CIO provides specialist money and debt advice and financial education services to individuals and families facing financial hardship and exclusion by reason of youth, age, ill health, disability, financial hardship or another disadvantage in Somerset and Devon. Our services are predominately delivered through home visits but outreach and telephone appointments are also available.
Fundraising
See where Navigate is active and find local fundraising opportunities.
Financial Information
Latest Income
£797,613
Latest Expenditure
£768,458
Financial Efficiency
Program Ratio 95.1%
% of income going directly to charitable activities
Overall Efficiency 98.8%
% of expenditure going to programs (vs overhead)
Administrative Ratio 19.9%
Overhead (fundraising + governance) as % of total expenditure
Latest Financial Breakdown
Income Sources
Donations & Legacies £796,150
Charitable Activities £0
Other Trading £0
Investments £1,463
Other Income £0
Expenditure Categories
Charitable Expenditure £758,877
Raising Funds £9,581
Governance £143,447
Grants to Institutions £0
Other Expenditure £0
Financial Trend
Annual Returns
| Financial Year | Income | Expenditure | Charitable Spending | Net Assets | Reserves | Staff |
|---|---|---|---|---|---|---|
| 2025 | £797,613 | £768,458 | £758,877 | £153,019 | £153,019 | 18 / 1 |
| 2024 | £814,894 | £754,749 | £754,749 | £123,864 | £121,753 | 18 / 0 |
| 2023 | £556,544 | £580,915 | £571,151 | £63,719 | £19,793 | 18 / 0 |
| 2022 | £637,038 | £634,122 | £626,051 | £88,090 | £41,521 | 13 / 1 |
| 2021 | £594,596 | £538,477 | £533,258 | £85,174 | £38,406 | 12 / 0 |
Staff column shows: Employees / Volunteers
Details
Address
Navigate CIO
4 King Square
BRIDGWATER
Somerset
TA6 3YF
4 King Square
BRIDGWATER
Somerset
TA6 3YF
Website
www.navigatecharity.org.ukRegistration Date
13 February 2019
Status
Registered
Registry Information
Organisation Number
5134120
Charity Number
1182020
Trustees
Andrew Hunter Robertson Pritchard
David Charles Cooke
Jeremy Simon Ellison
DAWN CHRISTA VINCENT
Claudia McVie
Jacqueline Dawkins