# THE FRIENDLY TRUST

## Details

- **Country:** England & Wales
- **Charity number:** 1084265
- **Status:** Registered
- **Legal form:** Charitable company
- **Registered:** Dec. 22, 2000
- **Register:** https://register-of-charities.charitycommission.gov.uk/en/charity-search/?p_p_id=uk_gov_ccew_onereg_charitydetails_web_portlet_CharityDetailsPortlet&p_p_lifecycle=0&p_p_state=maximized&p_p_mode=view&_uk_gov_ccew_onereg_charitydetails_web_portlet_CharityDetailsPortlet_regId=1084265


## Contact

- **Address:** The Friendly Trust, Canton House, 435-451 Cowbridge Road East, Cardiff
- **Postcode:** CF5 1JH
- **Phone:** 02920225200
- **Email:** advice@friendlytrust.org.uk
- **Website:** www.friendlytrust.org.uk



## Activities

**Objects:** THE RELIEF OF VULNERABLE PEOPLE BY THE PROVISION OF ADVICE AND ASSISTANCES TO SUCH PERSONS, THEIR CARERS AND FAMILY MEMBERS IN THE MANAGEMENT OF THEIR INCOME, CURRENT ASSETS AND FUTURE INHERITED RESOURCES

**Activities:** 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.

**Area of benefit:** NOT SPECIFIED




## Classification

- **How:** Provides Human Resources, Provides Services, Provides Advocacy/advice/information
- **What:** Education/training, Disability, The Prevention Or Relief Of Poverty
- **Who:** Elderly/old People, People With Disabilities, Other Defined Groups



## Areas of operation

- Throughout Wales



## Finances

| Period end | Income | Expenditure | Assets | Employees |
|---|---|---|---|---|
| March 31, 2025 | £775270 | £887407 | £308847 | 22 |
| March 31, 2024 | £786113 | £877228 | £506205 | 25 |
| March 31, 2023 | £725690 | £670245 | £579649 | 21 |
| March 31, 2022 | £535429 | £577668 | £499768 | 21 |
| March 31, 2021 | £516846 | £534708 | £242007 | 19 |



## Trustees

- Clio Galatea Khan — appointed March 13, 2025
- Fiona Mary Hughes — appointed Jan. 14, 2025
- Ian Vernon Murdoch Cater — appointed Sept. 11, 2025
- Jaime Falarczyk — appointed Jan. 14, 2025
- Lawrence Adegoriola Gomez — appointed July 10, 2025
- Owain Phillips Mr — appointed Jan. 12, 2021
- Philip Joseph Boshier — appointed Feb. 20, 2017
- Rupert Philip Cecil Boston — appointed Jan. 14, 2025