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.
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
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 | £775,270 | £887,407 | £881,283 | £308,847 | £308,847 | 22 / 0 |
| 2024 | £786,113 | £877,228 | £877,228 | £506,205 | £579,649 | 25 / 0 |
| 2023 | £725,690 | £670,245 | £670,245 | £579,649 | £537,268 | 21 / 0 |
| 2022 | £835,429 | £577,668 | £577,668 | £499,768 | £464,768 | 21 / 3 |
| 2021 | £515,236 | £534,708 | £534,708 | £242,007 | £207,007 | 19 / 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
Canton House
435-451 Cowbridge Road East
Cardiff
CF5 1JH
Registry Information
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Also governs 1 other charity
Data & trust
- Register data refreshed
- 14 May 2026
- Methodology
- How metrics are calculated