Services
Through Anchor Advisory, I help purpose-led organisations build strong financial foundations through clear, pragmatic support that improves strategy, insight, and control.
I support organisations with a range of needs, including:
I work with leadership teams, boards, and finance professionals to help clients build confidence and resilience in a changing world.
Whether you need short-term capacity, specialist expertise, or a fresh perspective, I offer grounded, expert support to help you build strength in your numbers.
Reporting & regulatory compliance
Helping you meet your statutory obligations, for example:
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Statutory accounts preparation - Clean, accurate accounts ready for submission
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Independent examination – For charities needing external scrutiny without a full audit
Financial policies, processes & controls
Ensuring strong foundations and sound oversight, for example:
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Policy and process reviews – Support updating your finance-related governance
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Review of internal controls – Identify weaknesses and strengthen risk management
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Review of financial procedures – Assess the effectiveness of day-to-day processes
Data-driven decision making
Turning financial data into meaningful insight, for example:
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Financial storytelling – Help presenting data accurately, clearly and persuasively to boards and stakeholders
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Financial benchmarking – Compare your financial position with peers or expectations
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Data collection and analysis – Deep-dive interrogation of data to gain insights into trends and risks
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Data visualisation – Clear, useful visuals to support engagement and understanding
Financial strategy & planning
Helping you look ahead with confidence, for example:
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Business planning – Financial elements of strategic or operational plans
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Scenario planning and sensitivity analysis – Modelling 'what if' options to support decision-making, highlighting the impact of key assumptions
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Modelling tools – Custom tools to support budgeting, forecasting and planning
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Identifying and managing financial risk and opportunity
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Reactive planning and response – Support in fast-moving or uncertain situations
Financial capability
Building confidence and capacity within your team, for example:
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Finance for non-finance staff training – Practical sessions to support wider understanding
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Board-level financial literacy workshops – Tailored support for trustees and leaders
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Coaching and support – A sounding board to help direct your team’s thinking
