Citizens Advice Somerset

Analysis

Citizens Advice Somerset is a registered charity in England and Wales, based in Somerset. It was registered in March 1996, 30 years ago. Its declared purposes cover general charitable purposes, education/training, the advancement of health or saving of lives and disability, which this site groups under health and saving lives. Legally it is a charitable company (Companies House number 03173414). It says it makes grants to individuals, provides advocacy/advice/information and other charitable activities.

In the financial year ending March 2025, Citizens Advice Somerset reported income of £2.3m and spending of £2.2m, spending 98% of its income. Across the 5 years on record, from March 2021 to March 2025, income grew from £881k to £2.3m (+157%), an average of +27% a year. The sharpest change came in the year to March 2024, when income rose by 150%. Over the whole period it spent 104% of the income it received.

Among 24,651 England and Wales charities whose main cause is health and saving lives and that reported income, Citizens Advice Somerset sits at the 94th percentile: it is larger than about 94% of them. Against every charity in England and Wales with reported income it ranks in the 96th percentile. Charities of a similar size with the same main cause include Kaleidoscope Plus Group (£2.3m), Netherthorpe and Upperthorpe Community Alliance (£2.3m) and CDS UK (Clinic for Dissociative Studies) (£2.3m).

In its latest detailed accounts, income came from charitable activities 96%, donations and legacies 2.1% and investments 1.7%. Charitable activities took 99% of spending and raising funds 0.0%. Reserves of £1.0m would cover about 5 months of spending at that rate. It employed 71 people.