navigate

The charity supports children and young people, elderly people, people with disabilities, and the general public. Navigate is a registered charity whose purpose is education and training. It delivers its work by providing services. The charity is based in Somerset and operates in Devon and Somerset.

This page summarises publicly available information about the charity, including its activities, beneficiaries, and registration details, based on official records.

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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.

Local Authority

Devon Somerset

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