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The Friendly Trust

The Friendly Trust is a registered charity which helps vulnerable adults to manage their money.We provide individuals with accessible information and personalised, practical help to help them increase their financial independence and security and improve the quality of their lives.

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Activities & Mission

The Friendly Trust is a registered charity which helps vulnerable adults to manage their money.We provide individuals with accessible information and personalised, practical help to help them increase their financial independence and security and improve the quality of their lives.

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.

Region

Financial Information

Latest Income
£775,270
Latest Expenditure
£887,407

Financial Efficiency

Program Ratio 113.7%
% of income going directly to charitable activities
Overall Efficiency 99.3%
% of expenditure going to programs (vs overhead)
Administrative Ratio 1.3%
Overhead (fundraising + governance) as % of total expenditure

Latest Financial Breakdown

Income Sources

Donations & Legacies £452
Charitable Activities £769,248
Other Trading £0
Investments £5,570
Other Income £0

Expenditure Categories

Charitable Expenditure £881,283
Raising Funds £6,124
Governance £5,652
Grants to Institutions £0
Other Expenditure £0

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2025.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2025
£775,270
£887,407£881,283£308,847£308,84722 / 0
2024
£786,113
£877,228£877,228£506,205£579,64925 / 0
2023
£725,690
£670,245£670,245£579,649£537,26821 / 0
2022
£835,429
£577,668£577,668£499,768£464,76821 / 3
2021
£515,236
£534,708£534,708£242,007£207,00719 / 5

Staff column shows: Employees / Volunteers

Frequently asked questions about The Friendly Trust

What does The Friendly Trust do?

The Friendly Trust is a registered charity which helps vulnerable adults to manage their money.We provide individuals with accessible information and personalised, practical help to help them increase their financial independence and security and improve the quality of their lives.

How much income did The Friendly Trust report in 2025?

The Friendly Trust reported total income of £775k and reported expenditure of £887k for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.

When was The Friendly Trust registered as a charity?

The Friendly Trust was registered with the Charity Commission for England and Wales on 22 December 2000 as charity number 1084265. It has been registered for 26 years.

Who runs The Friendly Trust?

The Friendly Trust is governed by a board of 8 trustees. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does The Friendly Trust operate?

The Friendly Trust operates in Wales, as recorded in its Charity Commission filing.

Is The Friendly Trust a registered charity?

Yes — The Friendly Trust is a registered charity in England and Wales, charity number 1084265.

Details

Address
The Friendly Trust
Canton House
435-451 Cowbridge Road East
Cardiff
CF5 1JH
Registration Date
22 December 2000
Status
Registered

Registry Information

Organisation Number
3974668
Charity Number
1084265

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Trustees

Clio Galatea Khan
Fiona Mary Hughes
Ian Vernon Murdoch Cater
Jaime Falarczyk
Also governs 1 other charity
Lawrence Adegoriola Gomez
Owain Phillips Mr
Philip Joseph Boshier
Rupert Philip Cecil Boston

Data & trust

Register data refreshed
14 May 2026
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