FINANCIAL INCLUSION SUPPORT INITIATIVE CIC

Company limited by guarantee

Company Registration Number:
15914905 (England and Wales)

Unaudited statutory accounts for the year ended 31 August 2025

Period of accounts

Start date: 23 August 2024

End date: 31 August 2025

FINANCIAL INCLUSION SUPPORT INITIATIVE CIC

Contents of the Financial Statements

for the Period Ended 31 August 2025

Directors report
Profit and loss
Balance sheet
Additional notes
Balance sheet notes
Community Interest Report

FINANCIAL INCLUSION SUPPORT INITIATIVE CIC

Directors' report period ended 31 August 2025

The directors present their report with the financial statements of the company for the period ended 31 August 2025

Principal activities of the company

The companys principal activity during the year was Educational support services and Management consultancy activities



Directors

The directors shown below have held office during the whole of the period from
23 August 2024 to 31 August 2025

Mariah W Tompkins
Trevor Rees


The above report has been prepared in accordance with the special provisions in part 15 of the Companies Act 2006

This report was approved by the board of directors on
19 September 2025

And signed on behalf of the board by:
Name: Mariah W Tompkins
Status: Director

FINANCIAL INCLUSION SUPPORT INITIATIVE CIC

Profit And Loss Account

for the Period Ended 31 August 2025

2025


£
Turnover: 25,667
Cost of sales: ( 9,037 )
Gross profit(or loss): 16,630
Administrative expenses: ( 16,969 )
Operating profit(or loss): (339)
Profit(or loss) before tax: (339)
Profit(or loss) for the financial year: (339)

FINANCIAL INCLUSION SUPPORT INITIATIVE CIC

Balance sheet

As at 31 August 2025

Notes 2025


£
Current assets
Cash at bank and in hand: 2,526
Total current assets: 2,526
Creditors: amounts falling due within one year: 3 ( 2,865 )
Net current assets (liabilities): (339)
Total assets less current liabilities: (339)
Total net assets (liabilities): (339)
Members' funds
Profit and loss account: (339)
Total members' funds: ( 339)

The notes form part of these financial statements

FINANCIAL INCLUSION SUPPORT INITIATIVE CIC

Balance sheet statements

For the year ending 31 August 2025 the company was entitled to exemption under section 477 of the Companies Act 2006 relating to small companies.

The members have not required the company to obtain an audit in accordance with section 476 of the Companies Act 2006.

The directors acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.

These accounts have been prepared and delivered in accordance with the provisions applicable to companies subject to the small companies regime.

This report was approved by the board of directors on 19 September 2025
and signed on behalf of the board by:

Name: Trevor Rees
Status: Director

The notes form part of these financial statements

FINANCIAL INCLUSION SUPPORT INITIATIVE CIC

Notes to the Financial Statements

for the Period Ended 31 August 2025

  • 1. Accounting policies

    Basis of measurement and preparation

    These financial statements have been prepared in accordance with the provisions of Section 1A (Small Entities) of Financial Reporting Standard 102

    Turnover policy

    Turnover comprises the invoiced value of goods and services supplied by the company, net of Value Added Tax and trade discounts.

FINANCIAL INCLUSION SUPPORT INITIATIVE CIC

Notes to the Financial Statements

for the Period Ended 31 August 2025

  • 2. Employees

    2025
    Average number of employees during the period 0

FINANCIAL INCLUSION SUPPORT INITIATIVE CIC

Notes to the Financial Statements

for the Period Ended 31 August 2025

3. Creditors: amounts falling due within one year note

2025
£
Bank loans and overdrafts 0
Amounts due under finance leases and hire purchase contracts 0
Trade creditors 0
Taxation and social security 0
Accruals and deferred income 500
Other creditors 2,365
Total 2,865

COMMUNITY INTEREST ANNUAL REPORT

FINANCIAL INCLUSION SUPPORT INITIATIVE CIC

Company Number: 15914905 (England and Wales)

Year Ending: 31 August 2025

Company activities and impact

During the 2024–2025 financial year, Financial Inclusion Support Initiative CIC continued to expand its work in supporting individuals and organisations to build stronger, more resilient financial foundations. Recognising the increasing complexity of managing money in a digital-first environment, we delivered a range of accessible and practical training sessions focused on improving financial literacy, digital banking confidence, and budgeting skills. For individuals, we ran a series of in-person and online workshops covering topics such as online banking, safe digital transactions, setting up and managing household budgets, and navigating the government’s “Making Tax Digital” requirements. For organisations, we provided bespoke support tailored to the needs of local charities, voluntary groups, and small businesses. This included in-house training, strategic financial planning sessions, and resource development to build financial capability within teams. Over the course of the year, we also improved our programme design by integrating user feedback, expanding partnerships with local authorities and third-sector bodies, and developing new digital resources to make our services more scalable and inclusive. Our work this year has directly helped individuals and small organisations feel more confident and in control of their financial decision-making. Many participants reported improved ability to manage personal or organisational budgets, better use of online banking platforms, and greater understanding of tax and compliance obligations. We have seen tangible improvements in financial outcomes for participants, including reduced financial anxiety, fewer instances of digital exclusion, and stronger organisational resilience. Our support has also helped community organisations better serve their own beneficiaries by ensuring their finances are well-managed and sustainable. Overall, our work continues to break down barriers to financial inclusion and empower people from all backgrounds to make informed, confident decisions about money.

Consultation with stakeholders

Our key stakeholders include the individuals who directly benefit from our services, as well as partner organisations, community groups, and other service providers we collaborate with. We actively engage with these stakeholders through feedback gathered during and after sessions, informal consultations, and ongoing communication. This ensures that our support remains responsive, timely, and aligned with the evolving needs of the community.

Directors' remuneration

No remuneration was received

Transfer of assets

No transfer of assets other than for full consideration

This report was approved by the board of directors on
19 September 2025

And signed on behalf of the board by:
Name: Mariah W Tompkins
Status: Director