UK Financial Literacy Foundation

Registered charity 1201304 Registered since 2022

Operates: Throughout England And Wales, Ireland, Scotland, Northern Ireland

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Board DNA

How this board is put together, from Charity Commission trustee records and Companies House - deterministic, no AI.

trustees on the board

4y median 4y

average tenure

longest tenure

trustees past 6 years

8.3y

average years in governance

4 vs 1 portfolio

first-time trustees

company-linked trustees

Sector coverage

General Charitable Purposes 6Education/training 2Environment/conservation/heritage 1The Advancement Of Health Or Saving Of Lives 1

Commercial experience

Education 1Other services 1

Boards that share trustees

Child's i Foundation 1 shared trustee
British Triathlon Foundation Trust 1 shared trustee
Wiltshire Gardens Trust 1 shared trustee

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Related organisations

Wiltshire Gardens Trust 1 shared trustee
British Triathlon Foundation Trust 1 shared trustee
Child's i Foundation 1 shared trustee
Wicor Primary School Association Similar size; both General purposes
Studley Green Community DAY Care Centre Similar size; both General purposes
The Holly Spring Schools Association Similar size; both General purposes

Boards that overlap with this one through shared trustees, or govern in the same field. Deterministic, from public records.

Contact

Website	ukfinancialliteracyfoundation.org.uk
Email	team@capstonecircle.com
Phone	02076450600
Address	c/o Carpenter Box, Amelia House, Crescent Road, WORTHING, West Sussex, BN11 1RL

Finances

£14,828 latest income

Year	Income	Spending
2024	£33,185	£568,312
2025	£14,828	£482,178

What it does

What

General Charitable Purposes

Who

Children/young PeopleOther Charities Or Voluntary BodiesThe General Public/mankind

How

Makes Grants To IndividualsMakes Grants To Organisations

Charitable objects

THE ADVANCEMENT OF EDUCATION FOR THE PUBLIC BENEFIT BY ADVANCING KNOWLEDGE AND IMPROVING SKILLS IN FINANCIAL CAPACITIES AND CAPABILITIES, IN PARTICULAR BUT NOT EXCLUSIVELY THROUGH THE PROVISION OF GRANTS AND PROMOTION OF RESEARCH AND DISSEMINATION OF SUCH RESEARCH.

Governing document: MEMORANDUM AND ARTICLES INCORPORATED 15 FEB 2022AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 23 NOV 2022 as amended on 15 May 2026 as amended on 20 Feb 2026

Trustees (6)

6trustees

64median age

0aged 70+

Nicholas Roger Swales Ch Fcsi Chair since 2022
Alan Stuart Ramsay Fcsi since 2022
Debbie Elizabeth Clarke Ch Mcsi since 2022
John David Loudon Ch Fcsi since 2022
Lorraine Charlini DE Almeida since 2022
Victoria Jane Nyeage 64 since 2022

Linked company (Companies House)

UK Financial Literacy Foundation · 13918024 · Active

PRI/LBG/NSC (Private, Limited by guarantee, no share capital, use of 'Limited' exemption) · incorporated 15/02/2022

6 governing document(s) held from Companies House.

Connected charities (3)

Wiltshire Gardens Trust 1 shared trustee
Child's i Foundation 1 shared trustee
British Triathlon Foundation Trust 1 shared trustee

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