THE FRIENDLY TRUST
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Next accounts due
2026-12-31 (in 7mo)
Last filed for 2025-03-31
Confirmation statement due
2026-08-07 (in 3mo)
Last made up 2025-07-24
Watchouts
Watchouts
Facts from the Companies House register and the latest accounts — not a rating
-
5 officer resignations in last 12 months
Multiple officers have left the board recently — see the People section for who.
Accounts
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Auditor
- Menzies LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“In auditing the financial statements, we have concluded that the trustees' use of the going concern basis of accounting in the preparation of the financial statements is appropriate. Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the charitable company's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.”
Significant events
- “In January, we implemented CasparGov by Plianz to manage all Service User caseloads. This transformative upgrade was made possible thanks to a generous grant from the Moondance Foundation.”
- “We also secured National Lottery funding to deliver a Dementia Awareness Project across South Wales.”
- “In 2025, we successfully renewed our Cyber Essentials accreditation.”
- “We were proud to secure a new contract with Cardiff Council, increasing our support capacity by 20% to serve 300 Service Users.”
- “We began a new partnership with Ceredigion Local Authority to extend our services to vulnerable adults in that region.”
- “We also welcomed eight new Trustees to our Board in 2025.”
- “A prior year adjustment of £82,606.50 has been made as it was previously understood that council funding was received quarterly in arrears.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
9 active · 41 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| JOYCE, Darren | Secretary | 2023-08-14 | — | — |
| BOSHIER, Philip Joseph | Director | 2017-02-20 | Apr 1983 | British |
| BOSTON, Rupert Philip Cecil | Director | 2025-01-14 | Jan 1980 | Welsh |
| CATER, Ian Vernon Murdoch | Director | 2025-09-11 | Mar 1965 | British |
| FALARCZYK, Jaime | Director | 2025-01-14 | Dec 1976 | British |
| GOMEZ, Lawrence Adegoriola | Director | 2025-07-10 | Feb 1994 | British,Nigerian |
| HUGHES, Fiona Mary | Director | 2025-01-14 | Dec 1981 | Northern Irish,Irish |
| KHAN, Clio Galatea | Director | 2025-03-13 | Oct 1983 | British |
| PHILLIPS, Owain | Director | 2021-01-12 | Apr 1987 | British |
Show 41 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| BRADSTOCK, Rosalind Margaret | Secretary | 1998-09-24 | 2000-01-12 |
| BRUNT, Alison Mary | Secretary | 2000-01-12 | 2023-03-20 |
| FELLOWS, Stefan Matthias | Secretary | 2023-02-09 | 2023-09-11 |
| HARRISON, Irene Lesley | Nominee Secretary | 1998-07-31 | 1998-07-31 |
| HUTCHINS, Christopher John | Secretary | 2019-09-19 | 2021-01-27 |
| LEPRI, Cristina | Secretary | 2021-06-14 | 2022-12-31 |
| MULLIGAN, John | Secretary | 1998-07-31 | 2000-07-06 |
| SULLIVAN, Sian Carys | Secretary | 2019-09-19 | 2020-09-21 |
| WESTACOTT, Sallie | Secretary | 2020-09-22 | 2021-01-27 |
| BURKE, Janet Claire | Director | 2019-01-17 | 2024-09-10 |
| BURKE, Janet Claire | Director | 2013-01-15 | 2018-04-02 |
| BURKE, Sarah Felicity | Director | 2024-03-12 | 2025-05-15 |
| CORDY, Jonathan | Director | 2017-07-24 | 2023-09-12 |
| COX, Stephen Philip | Director | 1998-07-31 | 2018-09-10 |
| DAVIES, Sian | Director | 2015-06-05 | 2018-12-05 |
| DE KRETSER, Tejay | Director | 1998-09-24 | 2000-04-07 |
| ELSMORE, Susan | Director | 2001-10-10 | 2009-03-18 |
| FLYNN, Norbert Campbell | Director | 1998-07-31 | 2024-10-21 |
| HILTON, Zoe Victoria | Director | 2025-01-14 | 2025-09-23 |
| HOBBS, Dafydd Emyr | Director | 2025-07-10 | 2026-01-18 |
| JEVONS, John Christopher | Director | 1998-07-31 | 2020-03-12 |
| KERR-SMITH, Elinor Barbara | Director | 2021-04-02 | 2024-05-14 |
| KONKOL, Judith Anne | Director | 2025-07-10 | 2026-02-03 |
| MCMAHON, Aron | Director | 2013-01-23 | 2014-07-22 |
| MCMAHON, Aron | Director | 2010-03-16 | 2011-07-25 |
| MILLS-WARREN, Beverley | Director | 2017-07-24 | 2018-10-29 |
| MONEY, Sheila Mary | Director | 2006-12-06 | 2008-04-24 |
| MULLIGAN, John | Director | 1998-07-31 | 1999-03-16 |
| OSULLIVAN, Patrick Edmund, Professor | Director | 2008-07-10 | 2014-05-06 |
| PARSONS, Gillian | Director | 1998-07-31 | 2001-02-21 |
| PEARSON, James Francis | Director | 2002-04-25 | 2008-07-24 |
| PURSELL, Alan | Director | 2008-10-14 | 2018-06-20 |
| RIMAN, David Keith | Director | 2017-02-20 | 2024-08-30 |
| ROBERTS, Susan Lesley | Director | 2019-11-14 | 2025-03-13 |
| THOMAS, Jeanette | Director | 2002-10-01 | 2004-08-24 |
| THOMAS, Kim Elizabeth | Director | 2005-03-23 | 2006-11-09 |
| TUCKER, Jason Mark, Professor | Director | 2021-01-12 | 2025-02-03 |
| WATKINS, Oliver Roger | Director | 2000-07-25 | 2006-06-26 |
| WEDLAKE, Matthew John | Director | 2020-03-20 | 2025-11-04 |
| WOOLFE, Adrienne | Director | 2018-11-15 | 2019-07-12 |
| BUSINESS INFORMATION RESEARCH & REPORTING LIMITED | Corporate Nominee Director | 1998-07-31 | 1998-07-31 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Mr Philip Joseph Boshier | Individual | Significant influence | 2022-09-27 | Active |
| Ms Sallie Westacott | Individual | Significant influence | 2020-11-15 | Ceased 2021-01-27 |
| Ms Sian Carys Sullivan | Individual | Significant influence | 2019-09-20 | Ceased 2020-09-21 |
| Mr Christopher John Hutchins | Individual | Significant influence | 2019-09-20 | Ceased 2020-03-12 |
| Mrs Janet Claire Burke | Individual | Significant influence, significant-influence-or-control-as-trust | 2019-09-19 | Ceased 2022-01-11 |
| Mrs Beverley Mills-Warren | Individual | significant-influence-or-control-as-trust | 2018-02-21 | Ceased 2018-10-29 |
| Mrs Alison Mary Brunt | Individual | Significant influence | 2016-04-06 | Ceased 2022-09-27 |
| Mrs Janet Claire Burke | Individual | Significant influence | 2016-04-06 | Ceased 2018-02-21 |
Filing timeline
Last 20 of 188 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-02-04 | TM01 | officers | Termination director company with name termination date | |
| 2026-01-19 | TM01 | officers | Termination director company with name termination date | |
| 2025-12-12 | AA | accounts | Accounts with accounts type full | |
| 2025-11-11 | TM01 | officers | Termination director company with name termination date | |
| 2025-09-23 | TM01 | officers | Termination director company with name termination date | |
| 2025-09-23 | AP01 | officers | Appoint person director company with name date | |
| 2025-07-25 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-07-22 | AP01 | officers | Appoint person director company with name date | |
| 2025-07-21 | AP01 | officers | Appoint person director company with name date | |
| 2025-07-18 | AP01 | officers | Appoint person director company with name date | |
| 2025-05-15 | TM01 | officers | Termination director company with name termination date | |
| 2025-04-02 | AP01 | officers | Appoint person director company with name date | |
| 2025-03-18 | TM01 | officers | Termination director company with name termination date | |
| 2025-02-04 | TM01 | officers | Termination director company with name termination date | |
| 2025-01-28 | RP04AP01 | officers | Second filing of director appointment with name | |
| 2025-01-24 | AP01 | officers | Appoint person director company with name date | |
| 2025-01-24 | AP01 | officers | Appoint person director company with name date | |
| 2025-01-23 | AP01 | officers | Appoint person director company with name date | |
| 2025-01-23 | AP01 | officers | Appoint person director company with name date | |
| 2024-12-18 | AA | accounts | Accounts with accounts type full |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 11
- Capital events
- 0
- Officers appointed
- 2
- Officers resigned
- 5
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.
Year-on-year
Latest filed period vs the prior one