Anchor Advisory

Anchor Advisory is an independent financial management consultancy supporting charities and other purpose-led organisations to build strong financial foundations and make confident decisions. Led by an ICAEW Fellow Chartered Accountant with more than 18 years’ experience in the public and civic sector, it offers thoughtful, pragmatic guidance tailored to each organisation’s context, needs and ambitions. Its clients include registered charities, charitable companies, Charitable Incorporated Organisations, social enterprises and start-ups, Community Interest Companies, Community Benefit Societies, cooperatives, unregistered charities and community benefit projects.

Services cover reporting and regulatory compliance, financial policies and processes, internal controls, data-driven decision-making, financial strategy and planning, and financial capability development. Support can address complex issues, provide specialist expertise, relieve pressure on existing finance teams or bring an independent perspective. Anchor Advisory works flexibly and remotely in partnership with clients and their finance teams, with a commitment to inclusive practice. Its approach is grounded in care, clarity and rigour, beginning with understanding the organisation’s circumstances and developing a tailored proposal with defined scope and costs.