2024-03-31-accounts - Advocacy West Wales - Eiriolaeth Gorllewin Cymru

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Advocacy West Wales — Eiriolaeth Gorllewin Cymru

ANNUAL REPORT 2023 - 2024

Registered Office Advocacy West Wales—Eiriolaeth Gorllewin Cymru 36/38 High Street Haverfordwest SA61 2DA

Tel/Fax: 01437 762935 Registered Charity No: 1172200

Chair’s Report 2023-2024

My report for the last financial year, 2022/23 concluded with a description of the impact of the long delay in finalising the outcome of a tender to provide the Community Mental Health Advocacy Service, eventually announced in June 2023.

The uncertainty this brought continued to impact on the organisation and its team members through to the autumn of this reporting year and was a very unsettling time for the team, whether their roles were directly under threat or not. Several members of the team left for more secure opportunities and those remaining worked over and beyond their contracts in order to meet the needs of our clients and the continuing demands of the service. The Chief Officer and the Management Team worked hard to support the advocates workload and morale. As usual in any crisis there are also unsung heroes who provide emotional support and stability to their colleagues by working alongside them and I would like to acknowledge their hidden contribution.

This year a number of new team members of a high calibre have been recruited and their induction and training are continuing. I hope that this time next year the Chairperson will be able to report that AWW and its team has fully recovered and remains the lead advocacy provider in West Wales.

The income from most contracts has not changed for many years, 15 years in some instances. Natasha Fox, in her role as AWW Chief Officer and Chairperson of the Regional Advocacy Strategy Network, is working with other managers of advocacy services on a joint approach to funders, commissioners and Welsh Government to advocate for uplifts in funding to ensure sustainability of advocacy services. In the meantime, we have to thank several independent trusts such as Henry Smith, Tudor Trust and Hywel Davies for their generous grants to fill gaps in the statutory services.

Our advocates are supported on the front line with a complex infrastructure of procedures and equipment to ensure not only that they are paid, but that they have the necessary information and equipment to do their job. Ensuring this is another “unsung hero”, our Office Manager, Sue Blantern, who I hope will not be insulted if I use the analogy of a swan:- composed on the surface, but working hard to manage the changing environment and shifting currents of requirements such as Cyber Essentials.

The cost and complexity of complying with these requirements and those of the Quality Performance Mark has increased several times over during the life of the contracts against a backdrop of static funding. Yet it is imperative that we maintain these accreditations especially in terms of any that assist us to preserve the highest standards and the most confidential of information we hold on behalf of clients of our services.

I would like to acknowledge the contribution of my fellow trustees who despite the demands of events in their personal lives, continue to give their time and wisdom to keep AWW “on course” and fulfilling its charitable purpose: Vice Chair Emlyn Schiavone who helped steer Eiriol through the amalgamation with AWW and has long experience of public service; Treasurer Carolyn Oakley who interprets the information on our financial health into language that people like myself can understand; Jane Kelso, one time Chairperson and stalwart supporter of AWW who has helped the organisation through some turbulent times; Helen Butland who regularly uses her people skills to interview potential employees and has been very busy over the past year. With respect to my colleagues, I have to recognise that most of us are of an age when calculators and accounting machines were the height of technology, so we were pleased to welcome Dan Rosie to the board last year and he is helping us move forward by working alongside the

management team to update our website and social media interaction. Although outside the scope of this annual report, we have recently been joined by another trustee, Ajay Owen, who I hope, along with Dan and Helen, will see AWW into the next decade.

On looking back on the 10 years I have been a trustee of AWW, my colleagues and I have experienced some turbulent and threatening times for the organisation, but two people have been steadfast and visionary in overcoming those problems:- The Chief Officer, Natasha Fox, and Assistant Manager, Kate Bailey. Their advice to trustees, and to me as Chairperson, has been crucial to the current success of AWW and the high regard it is held in by clients, commissioners and other professionals across Wales.

Andrew Watters Chairperson, AWW-EGC

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Chief Ofcer’s Report April 2023-March 2024

Every year I have started this report saying that we have had a year full of developments and are looking forward to a year of consolidation. Every year has been full of new challenges and developments. However, this year we have firmly opted for a year of consolidation for our services and team. This has included electing not to tender for some new advocacy services, to enable us to focus on building the team and redeveloping some of the existing services after a tough 2022 – 2023.

At the time of writing we have achieved:

Attainment of the Quality Performance Mark for Advocacy Services for the 4[th] time.
Recruiting to maintain a full team following last year’s losses.
Service review and developments, including review and changes to the Single Point of Contact, ongoing team training and the roll out of the AWW Team Charter.
Planning around the development and modernisation of our IT systems and telecoms, along with annual Cyber Essentials Plus accreditation.

With regards to the latter, thanks must go to our Office Manager Sue Blantern for her tireless research, planning and implementation in moving this piece of work forward and achieving what we believe will be a more sustainable and secure set of systems for the future.

Achievements in Securing Funding: We were able to achieve further progress in terms of securing funding for existing and new services during this reporting period with the successful outcome of the Community Mental Health Advocacy Service tender across all three counties. See the separate report from Kate Bailey in relation to that service.

Regional Advocacy Strategy Network and Other Networks: We have continued to engage in the regional and national networks to support the development of advocacy through our input, including our training provision, and provide a louder voice for the sector. This has included continuing to work with other advocacy providers to raise the case for adequate funding of advocacy services after years of funding freezes (effective funding cuts). In our capacity as Regional Advocacy Strategy Network Chair we have worked with the Regional Partnership Board on the launch of their Advocacy Strategy and its implementation.

Arrivals and Departures:

We don’t usually have much to report in terms of departures but this reporting period saw higher than usual turnover in the team. This was brought about by a combination of factors; the delayed tender outcome and difficulties maintaining salaries against a background of frozen funding, as well as some career development opportunities elsewhere. We have been unusually successful in third sector terms in recruiting to all of our vacancies and welcomed new people to the team.

2024-2025 Work Plan for AWW: There are some key areas of focus in this year:

Further service development including at the Single Point of Contact
Improving feedback methods for both the people we support and others
As we near the end of Henry Smith funding for the service for people with a learning disability and autistic people in Pembrokeshire, we focus on achieving new and sustainable funding for that service.
We continue to work with other advocacy providers around the ongoing funding difficulties in the sector, including advocating for additional funding to meet need, ensure quality and enable our team members to be appropriately rewarded for their work.

Challenges in the Advocacy Sector: There has been a real crisis in health and social care over recent years and this has continued to impact advocacy services as well as other third sector services. This primarily impacts the people we support in terms of their access to appropriate and necessary services, and in terms of them being able to achieve the outcomes they are looking for.

However, it also impacts us directly as an organisation in circumstances where the funding for most of our services has been frozen for many years. This is impacting our ability to maintain salary levels at the level appropriate for the specialist skills and demanding roles within the organisation. It is also leading to difficult decisions around budgeting. We have sought to maintain our advocacy and support team without losing frontline hours from our services, and have made consolidated pay awards, albeit well below the level of inflation, in this reporting period and in the current year. AWW remains competitive as a potential employer of advocates. However this year we expect a number of projects to end the year in deficit and therefore continuing as is won’t be possible in the longer term without the introduction of additional financial resource.

Across Wales services such as ours report similar difficulties and struggle to recruit and retain skilled team members and meet the increasing costs of service provision including the rising cost of compliance related expenditure and costs of advancing technological needs.

Thanks and Acknowledgements: Our Chair Andy Watters has already extended thanks to our funders, supporters, partners and other stakeholders, and I echo that.

My thanks this year are reserved to our team here at AWW, both out on the front-line of advocacy and the support team. Their ongoing dedication and expertise has been admirable. They have continued to demonstrate remarkable adaptability and resilience during this period. Many of our team members and our Trustees bring their lived experience as an integral part of the work they do within the organisation and on behalf of the people we support. I look forward to working with the whole team, including our new members, over the next year as we strive to deliver quality,

empathic services for those who seek out or rely on our support.

With the very best of wishes to everyone involved with AWW-EGC.

Quote from a service user; “Advocacy was a game changer “

Independent Mental Health Advocacy (IMHA): Statutory Service – Mental Health Act and Mental Health Wales Measure:

This service has been provided since its inception in 2008 by this organisation. 2022 saw the start of a new 3-5 year contract commissioned by Hywel Dda University Health Board with the support of NHS Shared Services Procurement. Funding is ringfenced by Welsh Government but there hasn’t been a real terms increase since 2008. Now in our 3[rd] year of the current contract indications are that it will roll over to a full 5 year term.

There were difficulties in this period maintaining a full team. This put pressure on the service and required considerable support from a number of team members to meet the needs of the people we support. However, the most significant impact has been the longer term crisis in health and social care services which has affected our clients’ ability to access services they need in a timely way. This has meant long delays in accessing services, obtaining care packages or places in care home or placement settings, and longer stays in hospital as a result. This has been further complicated by a series of care home closures which has further slowed discharge from hospital settings. It is a credit to the team that they have been able to continue to meet the advocacy needs through this period.

This year IMHAs have supported over 677 people to understand and uphold their legal and human rights, to engage in care and treatment planning, to support their self-advocacy and expression of their views and wishes, to ensure that people lacking capacity are kept at the centre of decision making about issues impacting their lives. There is a near equal representation of male and female clients accessing our IMHA service. 56% of the people we supported were detained under a section of the Mental Health Act, with the other 44% either being informal (in hospital with their consent) or subject to Deprivation of Liberty Safeguards (where they lacked capacity to consent to admission/treatment).

Quote;

This service continues to receive incredibly good feedback from clients and commissioners/other stakeholders alike. Thanks must go to the dedicated team across AWW-EGC in providing this service and continuing to strongly advocate client views and seek to uphold their rights and entitlements in an increasingly difficult environment in health and social care services.

“You’ve been gold standard “

We continue to work to improve delivery with ongoing training, awareness training to referrers, improvements in outcomes and feedback collation. We led on the development of a regular All Wales IMHA Peer Group which meets every 2 months. This is now well developed and attended and provides a valuable source of support for advocates and their managers from the three providers across Wales.

Three County Independent Professional Advocacy under the Social Services and Wellbeing Act: This service involves supporting adults facing barriers to getting their views heard, and undergoing social care and support assessment, planning and review, safeguarding processes, and complaint about these. The service started 1.4.22 and will run for between 4 and 7 years.

This service completed its second full year during this reporting period. We have had regular contract reviews with the three local authorities who fund this service and positive feedback about its implementation. The partnership has had challenges but has also thrived. The service receives regular referrals. We supported people in the second year, with a range of care and support needs including mental health, learning disability, autism, physical disability, sensory impairment, carers.

Natasha Fox, Chief Officer, September 2024

COMMUNITY MENTAL HEALTH ADVOCACY REPORT APRIL 2023- MARCH 2024

The start of this reporting year remained very challenging as we continued to await the outcome of the community tender. This was an incredibly difficult time for all staff and management involved with this service. At the beginning of the year, we had to explore potential redundancy and how we would in the worst-case scenario manage a transition of the service to another

provider. We were very happy and relieved in June to receive the welcome news that the service would remain with AWW. This extended service came into effect in July now also covering all ages, Carers and Veterans.

Professional to client – “You need an advocate from AWW – they’re some of the best people you could ever meet”

We were aware that the challenges the service, and especially the staff, had faced through the tender process had a considerable impact. From July we began to rebuild and develop the new service. I must take this opportunity to sincerely thank all the staff that stuck with us throughout this time and enabled us to strengthen and rebuild as we have. The team also offered many shadowing experiences for all the new starters we had for this service in September.

The new service has been incredibly busy, and we have had to develop our Single Point of Contact to be able to manage waiting lists for all three counties. This has been achieved by the dedication and hard work of our Project Development Manager Peggy Spooner and her team Alison Elford (then client case worker (CCW) and drop in advocate) and Jo Davies (CCW). They are fantastic as the first welcoming voice people hear when contacting our service. They have also had a vital role this year helping to manage people's expectations through the Single Point of Contact and actioning any changes and developments that have occurred within the service. Thank you for all for your continuous hard work within these challenging roles. To help ensure the service continued to improve and develop, we have had community reviews in November and January in addition to ongoing audits of the waiting list by the leadership team to ensure appropriate prioritisation of advocacy needs for the people we support.

Work carried out across the 3 counties from July – March

We have worked with 692 clients in this time, with 492 of these being new referrals. We have supported more women (64%) than males (35%) and just under 1% who identify as non-binary.

Within this time the top issues that advocates have supported their clients with are:

Mental health: 1813	Physical health: 737
Access to health services: 1268	Daily actvity: 668
Accommodaton: 1213	Children contact care: 647
Access to other services: 1135	Medicaton: 549
Finance Benefts: 850	Family friends: 524

I will take this opportunity to provide a more specific update for all our community services:

The Community Mental Health Advocacy Service – Pembrokeshire

This has remained a very busy service with 197 new referrals between July and March. In this time, they worked with 300 clients. We have had some changes to the advocates during this time. At the beginning of the year there had been an extensive period of cover following one of the full-time advocates leaving the previous February. Kate Roberts continued to do an amazing job covering all the needs of her clients and stretching to meet all urgent needs as best she could. She then had Emma Singh join her in September. However, we had a change of advocates in January with Emma moving to Ceredigion and Abi Alexander returning to Pembrokeshire.

The Community Mental Health Advocacy Service – Carmarthenshire

There have been several staff changes during this year. At the start of the year, it was a very difficult period with only 1 of the 2 full time advocates in post and they were off long term. Following the award of the new contract in July we welcomed Greg Williams in September who worked closely with our very experienced advocate Clare Singleton. I must thank them for all their hard work along with the client case workers to tackle the waiting list. From July to March, they worked with 229 clients and 155 of these were new referrals.

The Community Mental Health Advocacy Service – Ceredigion

From July to March the service worked with 163 clients with 91 of these being new referrals. I must thank Ceridwen Kabir and Abi Alexander for all their hard work meeting the needs of clients through a very difficult year. In January we saw a small staff change with Emma Singh moving to Ceredigion and Abi returning to work in Pembrokeshire.

Carmarthenshire Tudor Trust Drop-in Service

We are grateful to our funders Tudor Trust for their extension to enable us to keep this service running for another three years from April 2023. Our drop in advocate Sue Williams has continued to deliver drop-ins in Ammanford, Carmarthen and Llanelli. She has also reached out, engaging with services for surgeries within the Gwendraeth Valley and also attending outreach events held by connecting Carmarthenshire. This has been a valuable environment to continue to raise awareness of the drop-in service along with all other services AWW provides. Big thank you to Sue for her continuous hard work.

Pembrokeshire Hywel Davies Trust Drop-In Service

There have been a few changes to the service through the year. We said goodbye to Helen Hillary and welcomed Alison Elford in September as Client Case Worker and drop-in advocate. Alison carried out the TRI drop in on a Tuesday morning and we moved the Pembroke Dock drop in from Wednesday to the Tuesday afternoon. The Haverfordwest drop in was covered by Emma Singh until January and then covered alternate weeks by Kate and Abi, the community advocates. We continue to utilise the Drop-in to help Quotes from Users meet the needs of all lower-level advocacy needs people have, or “Amazing help!” those who do not require support at meetings.

Quotes from Users “Amazing help!” “You’ve been my rock!” “You made me feel worthwhile and some positivity.”

Kate Bailey - Assistant Manager

Henry Smith Funded Independent Advocacy Service for People with a Learning Disability and Autistic People in Pembrokeshire

The service continues to operate with two part-time advocates and has now entered its final year of Henry Smith funding. As part of this grant programme we have the opportunity to engage with the community practice events and participate in a regular reporting process. Ultimately this will lead to a final report on the success of the project and evidence for continuation for future funders.

We have had 97 new referrals to the service in the past year and worked with 129 overall. Referrals come mainly from the 3[rd] sector, social services and self-referrals with increasing examples of improved confidence with repeat self-referrers.

The trend shows an even split between clients with Learning Disability and Autism with a rising number of people seeking support towards an Autism Diagnosis.

The crisis in Health, Social Care and Housing sectors continues to impact on the time spent with clients and the service offers longer periods of support to those impacted by this. Recorded outcomes reflect this, with the most time spent on issues such as accommodation and accessing health and social services provision.

The service worked with a training provider to create a bespoke Autism Training session which was well received by the wider team and increased confidence in communication with our Autistic clients across the organisation.

We are experiencing improved outcomes with the use of digital technology which is helping to enhance communication and engagement. Further to this we are now looking to enhance accessibility for individuals by exploring funding opportunities for a drop-in service in key locations.

Our focus is now on achieving this and sustainable long-term funding for the service.

Shelly Newton, Independent Advocate and Service Manager

7AWW-EGC Ad¥ocacy iestwales Eiiiolaeth Gorflewin tyffl Team Charter CLIEIIT LED Our organisation exists for the benefit of Dur clients. We commit to working with clients flexibly to meet their advocacy needs. including the provision of face to face or remote service as appropriate to their needs. We move at the pacp of Dur clients. GOLD STANDARD SERVICE We strive to provide high quality, empathic. independent advocacy that meets or exceeds the standards set out in the Advocacy Charter INDEPENDENCE We are independent of all other services and we commit to diligently guarding our independence for our clients and for our organisation. ONE TEAM We commit to a One Team approach whereby WB are equal in our respective roles. and nourish a cultur8 of achiBvement. respect, appreciation and cplebration. WB are a divBfsB team with shared fundamBntal advDCaCy values and practice 8t Dur cor8. and a shared rBsponsibility for the work of the organisatiDn. DEVELOPMEiir We commit to a development culture that adapts to new knowledge and skills. Wè invest in our own and our colleagues, professional development. learning and reflective practice across all areas relevant to our respective roles and collective needs. COMMITMENT We commit to working at AWW-EGC and want to be part of this highly respected organisation. We commit to its ways of working as set out in the organisation's policies and procedures. RESPONSIBILITY AND ACCOUNTABILITY We set clear expactations as18ader$, 8$ team members. and wlth and for Dur clients and ottter stakehDldgrs. We practice reflectively. strive to resolvg issues and use learning to aid Dur (Jpvelopment. We take ownership of our actions. SUPPORT ANO SOLUTIONS We commit to supporting our colleagues in their role5, collaburating to finti supportive resolutions to IS5ves that arise. Our leaders and governance team lead by exarnple. EQUALrrY We have 3 cornmitment tu equality, diversity and social justice in all that we dD. Advocacy QPM AWARD

Trustees	Shelly Newton, LD & AP Advocate
Andy Watters, Chair	Ceridwen Kabir, Community Advocate Ceredigion
Carolyn Oakley, Treasurer (resigned July 24)	Temitope Adebayo, Finance Officer (resigned Octo-
Jane Kelso, Trustee	ber 23)
Helen Butland , Trustee	Natalie Sen, IMHA/3CIPA Advocate
Emlyn Schiavone, Vice-Chair	Abi Alexander, Independent Advocate
Dan Rosie (f_rom Oct 2023)_	Joanne Davies_,_Client Caseworker
~~~~~~~~~~~~~~~~~~~	Chloe Ellis,CCW (resigned April 23)
Staff Team	Helen Hillary, Advocate_(resigned September 23)_
Natasha Fox, Chief Officer	Rachel Dillon, LD & AP Advocate
Kate Bailey, Deputy Manager	Allison Brown, Independent Advocate_(resigned_ April 23)
Sue Blantern, Office Manager/Administrator	Cara Gaskill_(resigned April 23)_
Andrea Potter, Supervisor/IMHA Carmarthenshire	Andrea Potter, Supervisor/IMHA Carmarthenshire Alison Elford, Independent Advocate_(from Septem-_
(resigned June 23)	ber 23)
Nia Williams, Supervisor/IMHA, Carmarthenshire	Daryl Jones, Independent Advocate
Sarah Thomas, IMHA, Carmarthenshire	(from September 23)
Sue Williams, Drop in service Advocate	Emma Singh, Independent Advocate
Ian Rees, IMHA Carmarthenshire_(retired July 23)_	(resigned April 24)
Rebecca Arnold, IMHA Carmarthenshire	Greg Williams, Independent Advocate
Jayne Edwards, Information Officer (resigned August	(resigned May 24)
23)	Robert Phillips, Independent Advocate
Clare Singleton, Community Advocate,	(from September 23)
Carmarthenshire	Kelly Woodrow, Independent Advocate_( from June_
Peggy Spooner, Project Development Manager	24)
Elaine Lewis, Independent Advocate,	Debbie Haughey, CCW/Drop in Advocate_(from June_ 24)
Carmarthenshire	Anna Jenkins, CCW_(from June 24)_
Kate Roberts, Community Advocate,
Pembrokeshire

With thanks to our Funders

Hywel Davies Trust

Charity

Advocacy west wales Eiriolaeth Gorllewin Cymru J volde 12

CHARITY REGISTRATION NUMBER: 1172200 REPORTS AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2024 FOR ADVOCACY WEST WALE8 . EIRIOLAETH GORLLEWIN CYMRU L M Gnffilhs & Co Limited Chartered Certified Accountants 1&2 Morfins Court Winch Lane Haverfordwesl Pembrokeshire SA61 1SB

ADVOCACY WEST WALES - EIRIOLAETH GORLLEWIN CYIIRU FINANCIAL STATEMÉMTS lortho y•arend•d 31 March 2024 CQMTENT3 Pg9 Report of Ihe Trusteas Independenl Examiner'8 Report Statement of Financiol Activities Ba19n Sheet NeS lo Ihe Accounts 8-12

ADVOCACY WEST WALES . EIR10ETH GORLLEWIN CYMRU TRUSTEES. REPORT 31 March 1024 Stmere, Gov•rnanc• and M•n•g•m•nt Advocacy West Wales- Eiriolaeth Gorltewin Cymru IAWW-ECGI is 8 ch8ritatsle incorporalad oryanisation govemed by a Conslitulion, dated 9 November 2016 and registergd with the Charity Commission l Avr 2D17- numbèr 1172200. This was amended on 20th February 2020 following the rnerger ofAWWwith EGC. Al this point 811 of the assets, liabilities, Services and employees W8Te transferred from EGC lo the néwty mèrgad charity. The Gonstitution provides for an •xecutsve committoe of not less than 4 nor mor• than 15 mambé inclLtding Chair and Vic&Chair. Of these, not18ss than 3 and not more than 12 membèrs arè lo be electsd 81 Ihe annual general meeting and hold office from Ihe ¢onclusion ol Ihal meeting. The executive committè8 may in addil'on appoint up to a maximum of 4 co-opted members providing thal not more than one third of the executsve comrnittoe is made up Df CoPted rnernbeT5. Th8 8xecutiv8 committee shall hold at le8816 ordinary meetings each year. HIAtory Advocacy West Wales . Eiriolaelh Gortlèwin Cymru wAg conc8lv•d lfi 1995 from a s8tvic• Ur¥ group Jnd 81orted providing advocacy &eryiceA in 1998. In March 1998, AdvocAcy We&1 Wales became a regi8tered ¢harity- number 1088440, On 1 July 2009, il changèd its name from Mental Aegtth Advocacy in Pémbrok•$hire to Mantal Hè8llh Advocacy Providers than again On 22 October 201410 Advocacy Wèsl Wales. This chan9• wag made to roflecl change$ and reslrucluring in the provision and comfflissioning of services which have led to the provision of advochcy not onty in Pembrokeshire but also in the surrounding counlie8. Upon its meoer on 20 February 2020 the chgnty name was changed lo Advocacy We81 Wales - Eiriolaelh Gprllewin Cymru IAWW-EGCI Rggistered Charity 1088440 was dissolv8d 81 tts AGM Wed 20 September 2017, all AssetB, $¢r4ioJ, employeas and liabilities 01 that chArity havlng boon trans18rTrd l April 2018 to Advccacy We$1 Wales, CIO- regislered number 1172200. Obj•ctlvM and •ctlviti08 for th• publ1¢ bèn•fft Advocacy Wesl Wale6 - Eirioloeth Gortlewin Cymru'5 objects, as sel out in the governing document, are to promot• improved mentsl health and well-being of people of All ages living in Wesl Wal&8, and those areRs of W•les commissioning advoc8¢y in partnership with commissioners in Wesl Wales, through the provision of a rangé of services including comprehènsive in+J8pendonl advocacy. odueation, training and woren•8s raising. The chanty caryies out thèse objects by.. li} Providing independ8nl advocacy services for adults with a range of needs for eare and support. and peopl# ol all agtss with mentsl health needs, and people wrth 8 learning di8abilty and autistic people, supporting seff-advocaGy an¢ pravidlng self-advocacy workshDPÉ. (ill a commltmenl to raising awaren8ss of all ind&pendenl forms ol advocacy and other forms of advocacy. The long tèrm aim is that independènt advocacy is seen as an @88ential sgrvice for all people with 8 range of care and support needs and peop16 experiencing the effects of disadvantag88 and dtsengagemènt. {iiil being an inl&gral parttapant in developing advocacy Bérvices and promoting ?warene$s of needs for peopl8 With a T4nge of eare and support needs both localty and in the wider West Wales an8. The Trustees confimi that they have relerred to tho guidance contained in the Charity Commission's genèral guidan on public benefrt when reviewing the Charitys aims and objethes and in planning fiibjre aGtivib'es.

ADVOCAGY WEST WALES- EIRIOLAETH GORLLEWIN CYMRU TRUSTEES REPORT 31 March 2024 Achi•v•m•nts and Porforrnanco Advocacy We8t Wales {AW¥WI thanged its namé to Advocacy West Wales- EiriolAath Godlewn Cyrnru IAWW-EGCI in November 2019 Advocacy Wesl Wates (AWW) h95 contsnued the provision ot advocacy seNices to 8ach ol the following.. - IMHA Service in Carmarthenshire, Ceredigion and Pembrokeshi Indèpendent Prolessional Advocacy in Cam)arthenshire, C•redlOn and Pembrokeshire - Tudor Trust Drop In Services Camiarthen5hire ongoing - All ages Community Mental Health, Camarthen$hir8, Cor8diglon and Pambrokeshire Hywel Davie8 Orop-in Seryicea In Pembrokeshire from June 2022 to March 2023 and ongjing Adults with g10omin9 dis•bility or au118m in Pembrokeshire Finan¢i•l R•vi•w Advocacy Wesl Wales is predominantly reli8nl on contracts for ils $ervicA8. Fund8 warè re¢eived from.. HNel Dda LHB, Wélsh Govemmenl, P8mbroke8hire County Council, C•r8digion County Council, Can3rthenIhlre County Counul, Tudor Trust, Hywel Davie8 Trust, Henry Smith Charity Advocacy We81 Wak$ hos alBD been fortunate in gttracling o few donations. Total income for the yèar was £737,835. RM•rv•• Policy The current polr¢y 16 to hold reserve& equivalenl to.. 3 months working capilal to accommodate the provision ol wlricled projects pending the receipt of as4oal8d restricted iftcomo. Al th¢ end of the flnancial ye4r, general unfeslncted resorves wqrg £129,8118nd restricted rqsorves Amount•d to £158,874. Futur• 0gv•loprn•nts We w51 be looking to 8•oJre future funding for Drop In servi¢x$, Leaming Di$abilily and auli6ti¢ people from 202S.

ADVOCACY WEST WALES - EIRIOLAETH GORLLEWIN CYMRU TRUSTEES, REPORT 31 March 2024 STATEMENT OF TRUSTEES RESPONSIBIUTIES The trustees are responsible for preparing the Report of ttte Trustees and the financial statements in accordance th applicable law and United Kingdom Accounting Slandards (United Kingdom Generally Accepted Accounting Practice). The law applicable lo charities in England and Wales, the Ch8rities Act 2011, Charity (Accounts and Reports) Regulalions 2008 and the provisions of the trust deed, reqLJires the Iiustees lo Prepare financial Statements for each financial year which give a true and fair view of the charity 8nd of the incoming resources and application of re50urGes. including the income and expenditure. of the chBrity for that period. In prep8nng those financial ststements the trustees are required to.. Select surtable accounting policies and then apply them consistentty., obseNe ttte Methods and principles in the Charity SORP.. make judgements and estimates that a reasonabl8 and prud8nt', Prepare the fin8noal statements on 8 going concern basis unless il is inappropnate to prè$um& that the chanty conb'nue in operkn'on. The Iruslees are r8sponsible for keeping proper accounting r8¢ords which disclose with 850nable 8ccuracy at any ts'me the financial position of the chanty and to 6nable them to ensure that thè financial ststements C4wiply with the Chariti88 Act 2011, the Charity (Accounts and Reports) Regulations 2008 and the provi8ions of the trust deed. They are a180 responsible for 8afeguarding the assets of the Charity and hence for tsking re8sanabl8 8teP8 for the prevention and detection of fraud and other irregularities. ON BEHALF OF THE BOARD A Watters. Chairperson

ADVOCACY WEST WALES - EIRIOLAETH GORLLEWIN CYMRU TRUSTEES REPORT 31 March 2024 The trustees are pleased to present their report together with Ihe ff nancial statemenls of the charity for the year ended 31 March 2023. REFERENCE & ADMINISTRATIVE DETAILS 11722iJO 36138 High Street, Haverfordwest, Pembrokeshire, SA812DA Andy Watters Cardyn Oakley Jane Kelso Helen 8utland Emlyn Saavone Daniel Rosie Ajay Chance ( Chair Treasurer (re8igned 081071241 lappolnled 231091231 (appointed 241Q71241 untan L M Griffiths & Co Ltd Chartered Certified Accountants 1&2 Merling Court. Winch Lane, Hav8rfordwe5t, SA611SB CAF Bank Ltd 25 Kings Hill Avenue, Kings Hi11, Wesl Malling. Kenl

ADVOCACY WEST WALE5 . EIRIOLAETH GORLLEWIN CYMRU INDEPENDENT EXAMINER'S REPORT 31 March 2024 Independent •xamInety report to the tru•tees of Advocacy West Wales . Elrfolaeth Gorllewln Cymru I report lo thé eharity Iru$lee$ on rny examination of the accounts of Advocacy West Wale8 - Eiriolaeth Gorflewn Cymru (the Trust) for the year endecl 31 March 2024. R8$pon•lbllftlu and ba81• of rèport As thè charity tru8tee$ of the Trusl you are re5ponsiblo for ihe prepar•tion of Ihe accounts in accordanL th the requirements of the Charities Act 2011 Ilhe Acll I report in respeGt of my examinalion of the Trust's aecounts carried out under section 145 01 the Aet and in carryin9 out my examinalion I have followed all applicable Directlons given by the Chairty Commission under section 1451Sllbl of the Act. Indep•ndont examSn•rf• t•l•m•nt I have completed my examination. l ¢onfinn that na malerfal matters have come lo my attention in ¢onnoction wlh the examination giving me cause to believe Ihat in any material respe(*. 1 accounbng records were not kept in respect of the Trust as required by section 130 of the Acl,. or 2 the acuunts do not accord with those records.. or 3 the accounts do not comply wlh the applicable requirem8ntg concerning ihe fonn snd cont8ftt of accounts Set out in the Charities (Accounlg and Reports) Regulation5 2008 other than any requiomenl th81 the accounts give a "true and fairf, view lch is not a matter considered as part of an indepéndent examination. I have no concems and come across no other matters in connection vmh the examin8lion 1¢ which 3ttention ghould be drawn in this report to enable a proper understanding of the 8¢counts lo be 8¢hed. Michael Hame8 FCCA L M Griffiths & Co Ltd 1&2 Mertin9 Court Winch Lane Haverfordwe$t Pembrokeshire SA61 1 SB

ADVOCACYWEST WALES- EIRIOLAETH GORLLEWIN CYMRU STATEMENT OF FINANCIAL ACTIVITIES for th• year ended 31 March 2024 088ignated Unregtrlcted fund8 Rostrlctsd funds Total funds 2024 Notes Total funds 2023 INCOMING RESOURCES In¢omlng rèsources from g•n•rated fund8: Voluntary income Investment income In¢oming resourc08 from charltabl8 actlvitl•s: Giants & contracts Total Incoming rnsourc•8 2,092 4.548 731,195 733,287 4,548 931.254 1.469 6,640 731,195 737,835 932,723 RESOURCES EXPENDED 16 Charltabl• activiti•• 76,599 678,645 765 244 829 774 Total resourcej expended 76,599 678,645 755,244 829,774 NET INCOMING RESOURCES boforn tran•f•rn 169,959) 52,550 117,409) 102,949 Gros8 trnn•f•r4 b•twoen fund8 12&13 68,649 (68,649) N•t Ineomlng l(outgolngl rn•0(• 11,310) (16,099) {17,409) 102,949 RECONCILIATION OF FUNDS Fundj brought forward 131,121 174,973 306,094 203,145 TOTAL FUNDS CARRIED FORWARD 12 129,811 158.874 288,685 306,094

ADVOCACY WEST WALES - EIRIOLAETH GORLLEFMN CYMRU BALANCE SHEET A8 at 31 Mar¢h 2024 Re81cted Income funds Nots8 Unre8trl¢t•d fund8 Total th1$ Total last year year 2024 2023 FIXED ASSETS Tangible a88els 73 452 525 73 452 525 2,641 CLIRRENT A$8ETS Debtors . knounls falling aufr wthin one year Cash at bank and in hand 10 12S 738 890 319 692 179.190 308 928 129,738 179,190 308.928 320,382 CREDITORS Arnounls falling due withln one year NET CURRENT ASSETS 11 129,738 158,422 288,160 303,453 TQTAL ASSETS LESS CURRENT UA81LITIES 129,811 158,874 288,685 3Q,04 FUNDS Unrestricted funds Restricted funds 12 129,811 129,811 158,874 131,121 174.973 158,874 TOTAL FUNDS 129,811 158,874 288,685 306,094 The financ4al 8tatements were approved by the trustees onlOLknnd were signed on its behalf by: il-/o-Qo£ A Watters, Chair

ADVOCACY WE8f WALES . EIRIOLAETM GORLLEWIN CYMRU NOTES TO THE ACCOIJNTS 31 March 2024 l B••l of pr•parntlo 1.1 8Ml ol G¢ountlng The finanty81 stalefflenls of the charfty. which Is a public beneflt entity under FRS 102, have been pared in accordance wlh the Charities SORP IFRS 1021 'Accounling and Reporting by Chgrities.. Sl8temÉnt of Recomrnended Pt7ctice applicablè lo d)arilies prepan9 their accounts in accordance ¥Mth the FinanuBI Reporting St8ndard applicablÈ in the UK and Republic of Ir¢l8nd IFRS 1021 (effective 1 January 2015) Financial Reporting Standard 102, the Financial RepoTling Siandard 8pplicable in the UK and Republic of Ireland and the Charities Act 2011. The financial slalements have beèn prepared under the hIon¢al cost convention. 1.2 Ch•ng• ba¥lv of Kcountlng There has bèen no change to the aCUntIng policie8 Ivaluation rule$ and meihod8 of occounl'ngl since la year. 1.3 ChAn9M to pr•vlou• accounts No changes have boen made lo pccounl8 for previous yeaTr. 2 Accourtlng polld 2,1 Incomlng rolourt Rocognltlon of Incomlnq r•Jour¢ Th8$e 8re induded in the Slalemenl of FinHncial Actiwlies (SOFA) when.. Ihe tharity becomeo enlilled to the r?sour¢%8', the Iru8tee8 a virtualfy certain they wll recelve lh8 re$ourcea', and the mcnelary v81ue can be measLrTrd wlh 8uffiaenl reliability. Where incoming resources have related expenditure las Vlilh lundralsing or contract income) the incoming resource8 And relAled èxpenditure are reporf8d gro88 in the SOFA. Gren18 8nd donation8 are onty included in the SOFA when the charity h8s uncondllional enlillement to the resources. Incoming resources from 18x r8claim$ are included in the SOFA al Ihe $8me lim8 as the glft lo vthich they relate. This 18 only incIed in the SOFA once thè related goods or servic88 have been dellvered. Gfft8 in kind are accounted for al a re880nable 89timale of their value lo the chhrity or the amount aclu81ty realised. Grfts in kind for $8le or dislributt'on are included in the accoun18 a8 glts onty en gold or distributed by the chanty. Gifts in kind lor use by the chartty are induded in Ihe SOFA 88 incornlng resource$ vhen receivable. Donit•d 8•r¥lcM and f•cllltlM These are only ineluded in incoming resource8 {th an equivalent amount in sources expend•dl where the benefil lo tho chanty is re850nabty quam'fiable, measurable and material. The value pl8ced these sOUrceS Is the 881imoled value to the tharfty of the seNi¢e or f8a.lity received. The value of any volunlary help received 13 not included in the account$ bul 1$ des(bed in the InJsiees' annual report. Inv•stm•nt Incom• This is induded in the accounts when receivable. Inv••lm•nt yln• •nd lo••u This indudes any gain or loss on the sale of investrn•nt8 and any gain or loss 2.2 Exp•ndlturè & IlJblllt resLdiing from revaluing inve81ments to rnarkel value al the end of the year. Llablllty r•cognltlon Incoffllng rosourem wlth ralat•d •xpondltur• Grnnts and don•tlo TAX r•clalm• on don•tlon• and glft• Conlrnctu•l IrTrcom• •nd rfNm•n¢o r•l•t•d arnnts Glftl lfi klnd Volunt••r h•lp Liabllllles are recognlsed a5 Soon as Ihere 15 a legal or con8trucllve obl¢galion cornn¥tting Ihe eharity lo p8y out resources. Include cost5 of Ihe preparation and ex8minalion of slatthory accounts, the co8ls ol trustee meetings and cost of any legal advFce lo trustees on govtrnan or con81ilulional matters. G9MIne• coats 2.3 As•gts T•nglbl• Ilx•d ••••t• for u•• These are capitalise¢J if they can be used for more than one year, and cost at by chartty least £100, a valued at cojt or a reasonable value on receipt. Depredalion is provided al Ihe followng annual rates in order to Vliie off each asset over Ils estimated useful lrfe. Fi)dur¢ and fltting8 10 % Straight Line Comwler equipment - 33 % Siraighl Line

ADVOCACY WEST WALES - EIRIOLAEfH GORLLEWIN CYMRU NOTES TO THE ACCOUNTS 31 March 2024 3 VOLUNTARY INCOME 2024 Doign•t•d Unr#strleted & Ro•trleted Fund• Fund¥ 2023 Total Totsl Other income 92 92 4,065 92 92 4,08S 4 INVE8TMENT INCOME 2023 2022 DepJ8it attount inleresl 4,548 1,469 6 GRANTS & CONTRACTS 2024 0oslgnlod unr•ICtod & Rejtrlctsd Fund• Fund• 2023 Total Totsl Community P Community C Community Cer8don Henry Smrth IMHA Carer• PPF CIPA Lloyd$ Tudor H1 Davles Trust 73,812 91,753 50,084 60,000 197.250 73,812 91,753 50,084 80,000 197,250 72,304 89,878 64,972 80.000 197,250 228,298 228,296 221,103 32.000 32,000 25,200 118752 733,195 733.195 84g,45g 6 NET INCOMINGIIOIJTGOINGI RESOURCES 2014 2023 re$our¢e8 are $18le(1 after thorging.. AGMunlancy lees Depreciatson 1,452 1,362 2,117 2,117 7 TRUSTEES. REPAUNERATION AND BENEFITS There were no truslees. remuner8tson or other benefits lor th¢ year ended 31 Marth 2023 nor fof the year ended 31 March 2022. 2024 2023 Trustées, expanse5 25 Number of trustees receiving expense8

ADVOCACY WEST WALES . EIRIOLAETH GORLLEWIN CYMRU NOTES TO THE ACCOUNTS 31 March 2024 STAFF COSTS 2024 2023 W8ge$ and 8818ries $45,578 622.605 Th8 averAge monthty numbèr ol employees during thè year wa8 as foll¢)ws.' Full lime {ba8ed on 30 hours per weekl Part lime 2024 2023 13 10 17 22 Thèr8 w•ra no empioyè8a Wlth 8Al#ri•$ in •xcèss ol £SO,000 27 TANGIBLE FIXED AsseT8 Fixtur•• •nd fltting• Computor gqulpment Tol41 COST At 1 April 2023 Additions 1,190 27,713 28,903 At 31 March 2024 1,190 27,713 28,3 DEPRECIATION At 1 April 2023 Charge for year 1,190 25,071 2,117 26,261 2,117 Al 31 March 2024 1,190 27,188 28,378 NET BOOK VALUE At 31 March 2024 525 525 At 31 March 2023 2,642 2,842 10 DEBTORS: AMOUNTS FALLING DUE MTHIP4 ONE YEAR 2024 2023 Amounts f•lling due within one year.. 690 690 11 CREDITORS: AMouKfs FALLING DUE WITHIN ONE YEAR 2024 2023 Accruals otr creditors 1,452 19,316 1,362 15,567 20,768 16,929 10

ADVOCACY WEST WALES - EIRIOLAETH GORLLETrMN CYMRU NOTES TO THE ACCOUNTS 31 March 2024 12 MOVEMENT IN FUNDS Funds broughl lorward at 01.04.23 Net movemant In fund• Tran8f•r8 betW•on fund8 A101.0&23 At 31.03.24 UnMtrIcifrd fund• General fund 56.712 169.9591 113,2471 R•8trlct•d lund• Restricted income funds 249,382 52.55Q 301,g32 TOTAL FUNDS 306.094 (17,4091 286,686 Net movements in funds, Induded in the above a as loll¢w8'. In¢omlng sour¢•• Resourc gxpended Movem•nt In lund• Unr•8trlct8d fund• General fund 6,640 76.599 {69,959) R88trlcted lund• Restricted income lurKIs 731,195 678.645 52,550 TOTAL FUNDS 737,836 756,244 117,409 13 TRANSFERS BETWEEN FUNDS Transfers Ire made from CIPA. Pembroke¥hire Community, Cannarthenshife Community, Tudor Trust, Community Ceredigion, Henry Smith, Hymel Davies and IMHA to unrestricted income by way of 8 charge made to restricted funds for c¥ntral sUPPOrt seNices 14 FUND DEFICITS A& at tho ygar end 31 March 2024, no fvnds were in a deficit position 11

•&¢¥11$1rwALE¥.wLwHfjORLLH CYMRU NOTEJ IOThEAe¢oJNTS 31 >124 1$ DEfJLED&41&YqIJQF4TATCIIENTeFV4•J4(¥4LACnWTrts CO¥4tsPU¢Nc¥S 91 ry3 157 Zza 2&¥ JDr lJ3.195 11 50Q84 i$?xo 0,) I 3D.CQQ 7J7,UJ5 istyAcei EXPEP4CeD 51.413 41iJ 17532 S74318 1Jll73 13J 173 1.50 ?S39 4$ CRaCth 313 61 Sly t41 Llll .439 1 1$8 ??. 184S 14,3S1 211) ¥J,J ¥,2SO Tthnlry Ir 41 34S Ixo 1c6 35 5.441 tSCffi 495 3.5QD 73 152 Y3 1.6 p,Ms $47 E¢uIEth•N 5) 7) 4) 1,190 4.$17 ync Tr4• $31 7.2W 2S.727 2J 149 4,1 .417 fjy 51Q70 51 2Q3IU 215 317 21.5S 755XI 1774 NEI INCOMUl00INa E40uNcei Wty•lihi )¢4)? ? 71$ IX JI•1 IJ •Tg 117,4011 102, 11.0201 13CthI i1Y,4Jg 102 XS 145