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Registered charity · Birmingham

Money Advice Trust

  • 9 trustees
  • Income £20m (2025)
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Official record Charity Commission · updated 27th September 2026 · Sources

Network

The large node is Money Advice Trust. Red nodes are organisations, white nodes are people. Sign in free to explore further.

Who leads it

Current trustees as listed by the Charity Commission, which does not publish previous trustees.

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About

What it does
Education/training, The Prevention Or Relief Of Poverty
Where
Scotland, Northern Ireland, Throughout England And Wales
Website
www.moneyadvicetrust.org (opens in a new tab)
Linked company
Money Advice Trust
Registered
2003

Income and spending

  • YearIncomeSpending
  • 2025£20m£23m
  • 2024£22m£23m
  • 2023£21m£19m
Earlier years
  • 2022£16m£14m
  • 2021£16m£14m

Income trend, 2021 to 2025.

Income source mix, 2025: Government contracts 69% · Government grants 2%. From the charity's annual return.

Charitable objects

(I) THE RELIEF OF POVERTY INCLUDING, BUT NOT LIMITED TO, THAT ARISING FROM INDEBTEDNESS; AND(II) THE ADVANCEMENT OF PUBLIC EDUCATION IN ALL MATTERS RELATING TO THE MANAGEMENT OF PERSONAL FINANCES

Grants received

17 grants · £6,368,792 total

360Giving data, published by funders. Coverage only includes funders who publish their grants to 360Giving, so these figures are a floor, not a complete picture.

Top funders

Most recent

Board analysis

Board DNA

How this board is put together, from Charity Commission trustee records and Companies House - deterministic, no AI.iBoard compositionCounted from the dated Charity Commission trustee register: the current board only, past trustees excluded.

9 trustees on the board

3y median 3y
average tenure
7y
longest tenure

Trustees past 6 years

4.7y
average years in governance

First-time vs portfolio trustees

First-time (9)

9
company-linked trustees

Sector coverage iSector coverageThe charitable fields this board's trustees govern in elsewhere, by Charity Commission classification. Excludes this charity.

Education/training 9The Prevention Or Relief Of Poverty 9

Commercial experience iCommercial experienceThe industries this board's members are company directors in, by Companies House SIC code. Excludes this organisation's own company.

Finance 14Tech and media 2Business services 1

Gaps to watch

  • Narrow spread of causes across the board

Succession forecast iSuccession forecastThe number of board seats likely to open in the next twelve months - summed across the board from each dated trustee’s tenure - and the profile worth recruiting next. From the filed record, deterministic.

🔒 Succession forecast is a Pro feature - the board seats likely to open in the next year and the ideal next trustee. Explore Pro →

Health of the organisation facts side by side - the conclusion is yours

Income v spending, filed accountsiIncome v spendingTotal gross income and expenditure from filed annual returns, Charity Commission, last 5 years.
2020
2021
2022
2023
2024
incomespending£21.7m latest income
ReservesiReserves12 x free reserves / annual expenditure, from the Part B annual return. The sector median is computed across all Part B filers in the same income band.

6.7 months of spending held in free reserves · median for charities its size: 3.5 months

322 from 251 in 2020
EmployeesiEmployeesHeadcount as filed in Part B annual returns, per financial year. Shown exactly as filed; year-on-year figures may be filed on different bases, so a comparison is only shown when the filings are plausibly comparable.

Sources

Official record from the Charity Commission register for England and Wales. Governance Register calculates the connections.

Record details
Registered charity number
1099506
Status
Registered
Governing document
MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 23 APRIL 2003 AS AMENDED BY SPECIAL RESOLUTION 19 JULY 2005 AND 3 MARCH 2008 AND ARTICLES OF ASSOCIATION ADOPTED BY SPECIAL RESOLUTION DATED 27 MAY 2010 AS AMENDED ON 25 APR 2018AS AMENDED BY SPECIAL RESOLUTION(S) DATED 10 DEC 2020 as amended on 04 Jun 2025
Companies House
Company number 04741583 · Active
Contact on the register
01216615762
Edition
Register edition compiled 27th September 2026
Labels
Official record from the register · Calculated derived by Governance Register. Anything added by an organisation or person is labelled as provided by them.

Contains public sector information licensed under the Open Government Licence v3.0. Report an issue · How we handle data