Citizens Advice South Warwickshire

What Citizens Advice South Warwickshire does

Citizens Advice South Warwickshire is a registered charitable company limited by guarantee (Company No: 5252247, Charity No: 1106631) that provides free, confidential, and impartial advice to residents of South Warwickshire, covering Stratford and Warwick Districts. Formed in 2016 through the merger of Warwick District Citizens Advice and Stratford upon Avon and District Citizens Advice, the organization traces its origins to the 1940 Citizens Advice movement and is a member of the national Citizens Advice network. Services span benefits, debt, housing, employment, family, health, consumer, education, tax, law and rights, and fuel poverty, delivered via two main offices (Leamington Spa and Stratford-upon-Avon), a countywide telephone Adviceline (0808 250 5715), 16+ outreach venues across South Warwickshire, email/webform intake, and the national Citizens Advice web chat. Specialist offerings include the Court Desk Service for eviction defense, Money and Debt Advice, Energy Advice, Community Pantry, and partnerships with Stratford-upon-Avon Foodbank.

The organization is funded entirely through charitable grants and donations, with no client fees. Key funders include Warwickshire County Council, Stratford-on-Avon District Council, Royal Leamington Spa Town Council, Warwick Town Council, Heart of England, and Stratford Town Trust, supplemented by public donations, fundraising events, and easyfundraising. Core technology is the Casebook case management system (provided by National Citizens Advice as joint data controller) with additional electronic records held on Google Drive and an internal server backed up by an in-house IT function. The charity is authorized and regulated by the Financial Conduct Authority (FRN 617786), enabling delivery of regulated debt and financial advice. Leadership comprises Chief Executive Julie Robinson and Chair of Trustees Irene Stark, supported by 12 employees and a broader volunteer adviser base.

Collectively, the three Warwickshire Citizens Advice branches (North Warwickshire, South Warwickshire, and BRANCAB) supported nearly 69,000 people addressing 335,919 issues between January 2020 and March 2024, generating £72,764,099 in financial outcomes for clients and a reported £11.39 return per £1 invested. The organization operates no proprietary technology stack, API, or mobile app, and there is no disclosed use of artificial intelligence, automation, or machine-learning tooling across its service delivery.

Name

Citizens Advice South Warwickshire

Legal name

Citizens Advice South Warwickshire

Website

https://casouthwarwickshire.org.uk

Company type

Private

Founded year

1940

Operating status

Operating

Headcount range

11–50 employees

Short description

Citizens Advice South Warwickshire is a registered charity providing free, confidential advice on benefits, debt, housing, employment, family, and consumer issues to residents of Stratford and Warwick Districts via offices, telephone Adviceline, outreach venues, and web chat.

Ownership category

akta.pro rank

Product category

Charitable Advisory Services

NAICS

Individual and Family Services (6241), Other Individual and Family Services (624190), Services for the Elderly and Persons with Disabilities (62412)

SIC

Services-Social Services (8300)

akta.pro primary industry

Financial Assistance & Benefits Navigation Services (BPAGAEAK)

Keywords

• Free legal advice
• Debt counselling services
• Benefits advisory
• Community advice charity
• Housing advice services

Headquarters

HQ city

Leamington Spa

HQ country

United Kingdom

HQ region

Europe

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Marketing or Sales, Technology or R&D

Revenue model

1. Charitable Funding and Grants: As a local charity, Citizens Advice South Warwickshire is funded through grants and funding from various partners including Heart of England, Warwickshire County Council, Stratford-on-Avon District Council, Royal Leamington Spa Town Council, Warwick Town Council, and other funders. The organization also receives core funding from partners such as Stratford Town Trust.
2. Donations: The organization accepts donations from the public through various channels including online donations, fundraising events, and easyfundraising partnership for online shopping contributions.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels6 records

Core offering

Citizens Advice South Warwickshire is a local charity that delivers free, confidential, and impartial advice and information services to residents of South Warwickshire. Core services cover benefits, debt, housing, employment, family, health, consumer issues, education, tax, law and rights, and fuel poverty, delivered through a telephone Adviceline, drop-in sessions at two offices, outreach venues across the region, and digital channels including email and web chat.

Product overview

Citizens Advice South Warwickshire is a local charity providing free, confidential and impartial advice and information services through multiple delivery channels. The core offering comprises a telephone Adviceline, drop-in sessions at two main offices, and outreach services across South Warwickshire communities. Specialist services include Money and Debt Advice, Court Desk Service (for eviction support), Energy Advice, Community Pantry, and Foodbank partnerships. The organization also engages in Research and Campaigns advocacy work. Services are accessible in-person, by phone, email, and via national web chat. The Advice, Action and Empower project and Reach Out and Help initiative provide additional targeted support programs.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• £72,764,099 in financial outcomes achieved for clients between January 2020 and March 2024
• +3 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Nine partnerships are on record, tiered core and minor.

• Heart of EnglandcoreStrategic or Co-development PartnerHeart of England Community Energy partnership for energy advice and support services. Collaborates on energy-related initiatives helping residents with fuel poverty and energy costs.
• Warwickshire County CouncilcoreStrategic or Co-development PartnerMain local authority partner providing funding and collaboration on social welfare services across Warwickshire. Works with Citizens Advice offices on countywide initiatives including the shared telephony advice service launched in 2023.
• Stratford-on-Avon District CouncilcoreStrategic or Co-development PartnerDistrict council partner providing funding and support for advice services in the Stratford area. Collaborates on local welfare initiatives and housing support.
• Stratford-upon-Avon FoodbankcoreStrategic or Co-development PartnerCharitable partnership helping people access both food support and advice services. Developed between the two organizations to provide comprehensive crisis support. Joint initiative co-locates advice services with food bank referrals.
• Royal Leamington Spa Town CouncilminorStrategic or Co-development PartnerLocal town council partner supporting advice services in the Leamington Spa area through funding and collaboration.
• Warwick Town CouncilminorStrategic or Co-development PartnerLocal town council partner supporting advice services in the Warwick area through funding and collaboration.
• National Citizens AdvicecoreStrategic or Co-development PartnerNational membership organization providing Casebook case management system, data backup, privacy policy framework, national campaigns, research support, and brand authorization. Authorized and regulated by Financial Conduct Authority (FRN 617786) through national membership.
• North Warwickshire Citizens Advice (NWCA)coreStrategic or Co-development PartnerPartnership with fellow Warwickshire Citizens Advice branch for countywide initiatives including the shared telephone Adviceline service launched in 2023 and joint conference 'Here for Everyone'.
• BRANCAB (Bedworth, Rugby and Nuneaton Citizens Advice)coreStrategic or Co-development PartnerPartnership with fellow Warwickshire Citizens Advice branch for countywide initiatives including the shared telephone Adviceline service and joint conference celebrating collective impact of nearly 69,000 clients helped.

Scale indicators8 records

Recent moves7 records

Expansion highlights5 records

Emerging players

• Turn2us: UK welfare benefits and grants charity providing an online benefits calculator and grant search. Comparable to CASW's benefits navigation services, though delivered predominantly through digital self-service.
• Christians Against Poverty (CAP): UK charity providing free debt advice, money coaching, and energy advocacy services. Comparable to CASW's debt and fuel poverty advisory work, though CAP is more debt-specialist and faith-affiliated.

Others

• Money Advice Trust: UK charity supporting frontline debt advice through training, quality standards, and the National Debtline. Operates as an enabler/infrastructure peer for CASW's debt advice service rather than direct client competition.

Broad incumbents

• StepChange Debt Charity: UK's largest specialist debt advice charity. Directly comparable to CASW's Money & Debt Advice specialist service, offering a parallel free-debt-advice model nationally — overlapping on debt casework.
• Citizens Advice (national body): The national umbrella charity of which CASW is a member. Operates the same advice model (Casebook, FCA framework, consumer helplines) and provides the infrastructure, brand, and research that CASW leverages — a direct structural incumbent.
• Shelter: National UK housing and homelessness charity. Overlaps with CASW's housing, eviction, and homelessness advice work (including Court Desk Service), but operates at national scale with broader specialization.

Direct peers

• North Warwickshire Citizens Advice: Adjacent local Citizens Advice covering North Warwickshire. Operates the same advice model, shares the joint countywide telephone Adviceline launched in 2023, and jointly produced the 'Here for Everyone' conference reporting collective impact of ~69,000 clients.
• BRANCAB (Bedworth, Rugby and Nuneaton Citizens Advice): Third local Citizens Advice in Warwickshire. Shares the countywide Adviceline and joint impact reporting with CASW, delivering the same free, FCA-regulated advice services in its own local authority area.
• Age UK Warwickshire: Regional arm of Age UK providing advice and support to older adults in Warwickshire. Comparable to CASW's work with elderly and disabled clients (50% of CASW's caseload), overlapping on benefits and housing navigation.

Regional players

• Warwickshire County Council Wellbeing and Prevention Service: Statutory county-wide wellbeing/prevention service in the same Warwickshire geography as CASW. Provides publicly funded social welfare support that overlaps with CASW's advice service, and is also a major CASW funder.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/CASouthWarks
• Facebookfacebook.com/CitizensAdviceSouthWarwickshire
• LinkedInlinkedin.com/company/citizens-advice-south-warwickshire

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Citizens Advice South Warwickshire