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rooted finance limited

The charity supports other defined groups and the general public. Rooted Finance Limited is a registered charity whose purpose is education and training. It delivers its work by providing services. The charity is based in London and operates in London, Central Bedfordshire, and Luton.


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

Prevention and relief of poverty through the provision of impartial debt advice to members of the public Advancement of the education of the public in the subject of debt and personal financial management Assistance and support of the development and use of financial products to provide relief to those in need by reason of financial hardship, social exclusion and other disadvantages.

Fundraising

See where Rooted Finance Limited is active and find local fundraising opportunities.

Financial Information

Latest Income
£655,000
Latest Expenditure
£591,000

Financial Efficiency

Program Ratio 90.2%
% of income going directly to charitable activities
Overall Efficiency 100.0%
% of expenditure going to programs (vs overhead)
Administrative Ratio 0.3%
Overhead (fundraising + governance) as % of total expenditure

Latest Financial Breakdown

Income Sources

Donations & Legacies £0
Charitable Activities £655,000
Other Trading £0
Investments £0
Other Income £0

Expenditure Categories

Charitable Expenditure £591,000
Raising Funds £0
Governance £2,000
Grants to Institutions £0
Other Expenditure £0

Financial Trend

Annual Returns

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2024£655,000£591,000£591,000£417,464£411,5018 / 8
2023£499,757£405,7050 / 5
2022£517,819£469,471£468,247£252,960£252,96011 / 4
2021£373,000£323,0000 / 3
2020£309,000£289,0000 / 4

Staff column shows: Employees / Volunteers