Navigate
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.
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.
Areas of Operation
Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.
Financial Information
Financial Efficiency
Latest Financial Breakdown
Income Sources
Expenditure Categories
Financial Trend
Annual Returns
As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2025.
| 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
Frequently asked questions about Navigate
What does Navigate do?
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.
How much income did Navigate report in 2025?
Navigate reported total income of £798k and reported expenditure of £768k for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.
When was Navigate registered as a charity?
Navigate was registered with the Charity Commission for England and Wales on 13 February 2019 as charity number 1182020. It has been registered for 7 years.
Who runs Navigate?
Navigate is governed by a board of 6 trustees. Trustees are legally responsible for the charity's governance and are listed in full on its profile.
Where does Navigate operate?
Navigate operates across 2 areas: Devon and Somerset.
Is Navigate a registered charity?
Yes — Navigate is a registered charity in England and Wales, charity number 1182020.
Details
4 King Square
BRIDGWATER
Somerset
TA6 3YF
Registry Information
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Also governs 1 other charity
Data & trust
- Register data refreshed
- 30 July 2026
- Methodology
- How metrics are calculated