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Navigate

RegisteredRegistered charity number 1182020SomersetDisability
Income£798k2025-03-31
Spending£768ksame year
Spent / received96%5-year average
Size in its cause91st pctDisability
Registered2019CIO
Employees18latest return

Analysis

Navigate is a registered charity in England and Wales, based in Somerset. It was registered in February 2019, 7 years ago. Its declared purposes cover education/training, disability and the prevention or relief of poverty, which this site groups under disability. Legally it is a charitable incorporated organisation (CIO). It says it provides services and provides advocacy/advice/information.

In the financial year ending March 2025, Navigate reported income of £798k and spending of £768k, spending 96% of its income. Across the 5 years on record, from March 2021 to March 2025, income grew from £595k to £798k (+34%), an average of +7.6% a year. The sharpest change came in the year to March 2024, when income rose by 46%. Over the whole period it spent 96% of the income it received.

Among 12,871 England and Wales charities whose main cause is disability and that reported income, Navigate sits at the 91st percentile: it is larger than about 91% of them. Against every charity in England and Wales with reported income it ranks in the 93rd percentile. Charities of a similar size with the same main cause include Snap Cymru (£797k), City Gate Community Projects (£800k) and The Odell Trust (£796k).

In its latest detailed accounts, income came from donations and legacies 100%. Charitable activities took 83% of spending and raising funds 1.1%. Reserves of £153k would cover about 2 months of spending at that rate. It employed 18 people.

Income and spending

£0£204k£407k£611k£815k2021 Income: £594,5962021 Spending: £538,47720212022 Income: £637,0382022 Spending: £634,12220222023 Income: £556,5442023 Spending: £580,91520232024 Income: £814,8942024 Spending: £754,74920242025 Income: £797,6132025 Spending: £768,4582025
IncomeSpending

Where the income comes from

  • Donations 100%
  • Investments 0.2%

In the charity's own words

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.

Similar-sized charities, same cause

CharityLocationIncome
Snap CymruCardiff£797k
City Gate Community ProjectsBrighton£800k
The Odell TrustKidderminster£796k
Kangaroos Mid SussexWest Sussex£800k