The Friendly Trust

The Friendly Trust

Charity information

The Friendly Trust

We work with people with physical disabilities, learning disabilities, mental health problems, drug & alcohol misuse issues, older people and their families and carers to help manage their finances.

Founded 1998

  • Mission statement

    To ensure that through high quality advice and practical help people with physical disabilities, learning disabilities, mental health problems, drug & alcohol misuse issues, older people and their families and carers can achieve financial independence and security and improve the quality of their lives.

  • Aims

    The Friendly Trust aims to:

    • To assist people who need help to manage their money
    • Assist people to claim their rights to social security benefits
    • Advise families on how they can plan for the future of their disabled relative including advice on making wills and setting up trust funds for the benefit of a disabled or ill relative
    • Manage trusts and act as Deputy for the Court of Protection
    • Lessen or eradicate vulnerability to financial abuse
  • Overview

    Established: July 1998

    Registered Charity Number: 1084265

    Board members: 5

    Full time staff: 7

    Part time staff: 5

    Volunteers: 5

    Phone number: 02920225200

    Address: Canton House 435 Cowbridge Road East Cardiff CF5 1JH

    View charity accounts on the Charity Commission website
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