Registered charities
Running a registered charity — whether structured as a charitable company or a Charitable Incorporated Organisation (CIO) — involves a unique set of financial, legal and governance responsibilities. From annual reporting to strategic decision-making, it’s vital to have the right financial systems and support in place to help you meet your obligations and achieve your mission.
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At Anchor Advisory, I support registered charities with everything from compliance and reporting to financial planning and trustee support.
How I Can Help
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Year-end accounts and regulatory filings
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Preparing year-end accounts under the Charities SORP
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Advising on scrutiny requirements — from independent examination to full audit
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Completing independent examinations for eligible charities
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Helping you find an appropriate audit provider and navigate the audit process
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Filing accounts and annual returns with the Charity Commission
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Filing accounts and confirmation statements with Companies House (for charitable companies)
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Strong systems and financial controls
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Annual reviews of internal controls to strengthen financial resilience
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Advice on financial processes, risk management and reporting tools
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Support to implement practical, proportionate financial systems
Financial planning and strategy
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Budgeting and cashflow forecasting to support good decision-making
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Costing services, projects and bids to make a strong financial case in funding applications
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Financial modelling and scenario planning for strategic choices
Trustee and leadership support
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Helping trustees understand their financial duties and responsibilities
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Coaching and technical support for treasurers, including reporting, interpretation and planning
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Translating finance into insight for boards and senior teams
Why Work With Me?
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I’ve worked across the charitable sector for over a decade, including as an embedded member of the charity team and as an external advisor. I understand the financial and regulatory landscape registered charities operate in, and I tailor my support to your size, structure and stage of development.
Whether you need help meeting statutory obligations, strengthening internal systems or planning for the future, I offer practical, proportionate support that empowers you to make sound decisions.
