UK Companies House feature
MONEY ADVICE TRUST
Profile
- Company number
- 04741583
- Status
- Active
- Incorporation
- 2003-04-23
- Last accounts made up
- 2024-12-31
- Account category
- FULL
- Primary SIC
- 64999
- Hubs
- UK Fintech
Accounts
Pending extraction
No iXBRL extracted yet for this company.
Audit & accounting basis
From AI-extracted PDF accounts
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Auditor
- PEM Audit Limited
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“Taking the financial performance, reserve position and cost of living pressures, together with the reasonable expectation that we will have adequate resources to continue in operational existence in the future, we confirm that the accounts have been prepared on the basis that the Money Advice Trust is a going concern.”
Significant events
- “Money Advice Trust helped more people than ever before, and laid the groundwork for our charity's bold ambitions for the years ahead.”
- “National Debtline and Business Debtline helped more people in 2024 than ever before with 271,900 interactions by phone and webchat - an increase of 36%.”
- “We launched our new digital advice platform, My Money Steps, which is playing an important role as part of our blended, multi-channel advice services.”
- “Our Building Up Business pilot, developed in partnership with Aviva, began to leverage the expertise of Business Debtline advisers to help people who are setting out on those crucial first steps in setting up a business.”
- “We achieved a modest operating surplus while continuing to invest in our transformation programme - ensuring that we remain sustainable, adaptable, and focused on impact.”
- “Our increased capacity at National Debtline and Business Debtline enabled us to help more people than ever before, thanks to the successful delivery of two major debt advice contracts for the Money and Pensions Service - and we introduced significant innovations with My Money Steps and Building Up Business.”
- “National Debtline helped 118,300 people over the phone and via our online debt advice tool (up 64% on 2023). We also helped 32,200 people via webchat and received 2.18 million visits to our National Debtline advice website.”
- “In 2024, our National Debtline service had an NPS of +50, while Business Debtline achieved an NPS of +64, reflecting the high level of satisfaction our clients have with our debt advice services.”
- “In 2024, our work was recognised, with the Money Advice Trust winning the Excellence in Training award at the Credit Strategy Collections and Vulnerability Awards 2024.”
- “We were delighted that the success of the programme was recognised externally, winning Best Vulnerable Customer Support Initiative at the 2024 Credit Strategy Collections and Vulnerability Awards.”
- “Ofgem announced plans to introduce such a scheme in 2025.”
- “We published our Broken Budgets report, sharing new analysis of the issues facing the people we help.”
- “In 2024 we revised our environmental policy, detailing the current measures and processes we have in place to reduce our environmental impact.”
Auditor / going-concern / subsidiary information is extracted from the PDF version of the latest annual accounts and is not tagged in iXBRL. About these numbers
People
9 active · 34 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| ALLISON, Mark | Director | 2024-01-01 | May 1968 | British |
| BURGESS, Laurence Edward | Director | 2019-09-01 | Dec 1956 | British |
| CLARKE, Penelope Jane | Director | 2025-09-25 | Mar 1977 | British |
| DESAI, Sarah Ruth | Director | 2022-12-01 | Mar 1976 | British |
| HAYES, Christine | Director | 2023-07-17 | Apr 1950 | British |
| KHAN, Adam | Director | 2023-08-16 | Sep 1979 | British |
| MCMILLAN-WARD, Zitah | Director | 2023-08-16 | Jun 1971 | British |
| MEAGHER, Alexandra | Director | 2023-08-16 | Nov 1985 | Australian |
| REDDY, Thomas Richard Hamilton | Director | 2025-09-25 | Oct 1977 | British |
Show 34 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| BROWN, Mel | Secretary | 2023-07-17 | 2024-01-19 |
| DAY, Mark | Secretary | 2024-01-22 | 2025-12-03 |
| WITCOMBE, Ian Michael | Secretary | 2003-04-23 | 2023-07-19 |
| BARLEY, Michael James | Director | 2010-04-30 | 2016-07-06 |
| BENNETT, Anna Louise | Director | 2017-01-01 | 2022-11-11 |
| BLEAKLEY, Tracey Paula | Director | 2013-07-10 | 2017-07-13 |
| BLOOM, Margaret Janet, Lady | Director | 2003-11-17 | 2015-07-16 |
| BULL, Gill | Director | 2003-04-23 | 2008-03-16 |
| COLES, Adrian Michael | Director | 2003-04-23 | 2004-02-24 |
| COLVILL, Robert William Chaigneau | Director | 2003-04-23 | 2004-03-30 |
| CRINE, Simon John Geoffrey | Director | 2013-07-10 | 2019-07-18 |
| GIMBER, Martyn | Director | 2010-04-30 | 2017-02-02 |
| HALL, Martin Allan | Director | 2003-04-23 | 2013-11-28 |
| HUNTER, Garry Gates | Director | 2008-02-14 | 2011-07-06 |
| KEASEY, Adrian Ryan | Director | 2017-01-01 | 2023-07-17 |
| LOMNICKA, Eva, Professor | Director | 2003-07-29 | 2011-12-08 |
| MALENCZUK, Lucy Elizabeth | Director | 2019-09-01 | 2025-08-30 |
| MANCHANDA, Vineeta | Director | 2018-09-01 | 2023-12-31 |
| MCKAY, Gail | Director | 2013-11-28 | 2021-06-17 |
| MORTIMER SYKES, Judith Anne | Director | 2010-04-30 | 2013-05-31 |
| MULLEN, Andrew Ian | Director | 2005-08-09 | 2008-05-01 |
| POMEROY, Brian Walter, Sir | Director | 2003-04-23 | 2009-12-31 |
| SAMRA, Neelam | Director | 2012-01-26 | 2013-06-08 |
| SAUNDERS, John Norman | Director | 2003-11-17 | 2010-07-07 |
| SHARPLES, Adam John | Director | 2016-07-06 | 2023-07-17 |
| SLADE, Lawrence Charles | Director | 2017-09-01 | 2023-07-17 |
| SLIPMAN, Sue | Director | 2003-11-17 | 2004-10-05 |
| SMEE, Paul Howard | Director | 2017-09-01 | 2024-07-10 |
| SWEENEY, Tim | Director | 2003-04-23 | 2005-07-19 |
| WATSON, Jennifer | Director | 2008-02-14 | 2017-07-13 |
| WHYLEY, Claire Margaret | Director | 2012-01-26 | 2018-07-17 |
| WILKIE, Rebecca Clare | Director | 2018-09-01 | 2025-02-18 |
| WILLIAMS, Sian Alexis | Director | 2012-01-26 | 2018-07-17 |
| WILLIS, Merrick Charles | Director | 2012-01-26 | 2018-07-17 |
Ownership
Persons with significant control
No PSC data extracted yet.
Filing timeline
Last 20 of 164 total filings
| Date | Type | Category | Description |
|---|---|---|---|
| 2026-04-18 | CS01 | confirmation-statement | confirmation statement with no updates |
| 2026-04-15 | RP01AP01 | officers | replacement filing of director appointment with name |
| 2026-04-15 | RP01AP01 | officers | replacement filing of director appointment with name |
| 2026-03-25 | CH01 | officers | change person director company with change date |
| 2026-03-20 | CH01 | officers | change person director company with change date |
| 2025-12-03 | TM02 | officers | termination secretary company with name termination date |
| 2025-10-14 | TM01 | officers | termination director company with name termination date |
| 2025-10-07 | AA | accounts | accounts with accounts type full |
| 2025-10-03 | AP01 | officers | appoint person director company with name date |
| 2025-09-30 | CH01 | officers | change person director company with change date |
| 2025-09-30 | AP01 | officers | appoint person director company with name date |
| 2025-06-13 | MA | incorporation | memorandum articles |
| 2025-06-13 | RESOLUTIONS | resolution | resolution |
| 2025-05-07 | CS01 | confirmation-statement | confirmation statement with no updates |
| 2025-03-31 | AD01 | address | change registered office address company with date old address new address |
| 2025-02-19 | TM01 | officers | termination director company with name termination date |
| 2024-08-12 | AA | accounts | accounts with accounts type full |
| 2024-07-12 | TM01 | officers | termination director company with name termination date |
| 2024-05-07 | CS01 | confirmation-statement | confirmation statement with no updates |
| 2024-01-24 | AP03 | officers | appoint person secretary company with name date |
Credit score
Altman Z″ — composite of working capital, retained earnings, EBIT, and leverage
Credit score requires extracted accounts data.
Activity Score
Filings velocity, capital events, officer churn, accounts trajectory
Activity Score not yet computed for this company.