As an independent charity, Citizens Advice Bournemouth & Poole is governed by a Board of Trustees.
The primary role of the Trustee Board is to ensure Governance of the Citizens Advice Bournemouth & Poole’s activities.
Governance means the way the organisation is set up and run. It is partly about the procedures, policies, documents and management arrangements in place for the way the organisation is administered and controlled, including its finances and delivery of what it has been set up to achieve. It is also about the organisation’s relationships with the stakeholders and the aims and objectives of the organisation.
The Trustee Board operates in much the same way as any company board of directors, but has no shareholders to be responsible to, instead its responsibilities are covered by Charity Commission rules and Legal requirements.
Ensuring compliance – Trustees must ensure that their charity complies with:
- Charity law, and the requirements of the Charity Commission as regulator; in particular you must ensure that the charity prepares reports on its work, and submits annual returns and accounts as required by law.
- The requirements or rules, and charitable purpose and objects, set out in the charity’s own governing document. All trustees should have a copy of this document and be familiar with it.
- The requirements of other legislation and other regulators (if any) which govern the activities of the charity.
- The requirements for trustees to act with integrity, and avoid any personal conflict of interest or misuse of charity funds or assets. You should check the charity’s governing document for provisions in relation to conflict of interests.
Duty of prudence – Trustees must:
- Ensure that the charity is and will remain solvent; this means that you need to keep yourself informed of the charity’s activities and financial position.
- Use charitable funds and assets wisely, and only to further the purposes and interests of the charity.
- Avoid undertaking activities that might place the charity’s property, funds, assets or reputation at undue risk.
- Take special care when investing funds of the charity or borrowing funds for the charity to use.
Duty of care – Trustees must:
- Exercise reasonable care and skill as trustees, using personal knowledge and experience to ensure that the charity is well-run and efficient.
- Consider getting external professional advice on all matters where there may be material risk to the charity, or where trustees may be in breach of their duties.
Matthew Moore – Chair
I am a practising solicitor. Having originally qualified as a barrister in 1999. I initially worked in criminal law but switched to family law when I came to Bournemouth in 2000. I started work at Gales solicitors in Winton as a purely temporary member of staff in March 2000. Some 14 years later I am now the senior partner.
During my time at Gales I have dealt with a wide range of family problems including domestic violence and care cases. I have handled a large caseload, composed largely of people eligible for legal aid and have enjoyed helping people whose lives have fallen apart to get back on their feet. Since 2004 I have also been a partner with responsibility for overseeing the firm’s litigation department.
I became involved with Citizens Advice Bournemouth & Poole approximately 8 years ago as a trustee. Initially my remit was to deal with the Legal Aid contract which provided a significant proportion of our funding but which was extremely bureaucratic to administer. Since then I have been a trustee, the vice chair, chair, vice chair and finally chair once again.
In my spare time I am a passionate cricketer. Having once been a half decent swing and seam bowler I now turn out for the local law society team and enjoy the character building experience that constant defeat provides.
Keith Agombar – Vice Chair
I am an experienced pragmatic manager, a trained negotiator, happy to take responsibility and authority and able to make decisions. I understand the differing requirements in small, medium and large businesses and organisations.
Through my career I dealt with International, commercial organisations and governmental bodies.
My responsibilities have encompassed both Company accounting, budgeting, forecasting and cost preparation associated with pricing and the vetting of quotations and tenders prior to submission.
Most of my career has involved me in relationship building, both within the organisation with other disciplines, and outwardly with customers, suppliers and expert advisors such as lawyers.
Large company experience has involved committee work and Management Board experience and the giving advice to other discipline experts.
I have been actively involved in company start –ups, mergers and acquisitions, downsizing, closures and the HR problems associated with these activities
I am experienced in leading teams and team working. I have had responsibility for small teams of varying disciplines up to a team of 100 staff.
After retiring early in July 2011 I was looking for somewhere to put my business experience to good use where it might be needed, and which will keep my mind active and keep me involved.
I am a qualified actuary, having qualified in 1999. I moved to Bournemouth/Poole in 1996 from Surrey with my then employer (Liverpool Victoria Friendly Society (LV=)). I moved to Teachers Assurance in October 2008 and became a member of their Executive Committee as Finance Director. I joined the Teachers Board in February 2009. With the impending takeover of Teachers by LV=, I have decided to retire early although I will become the ‘Teachers Nominee’ on the LV= With Profits Committee, a part-time role.
My role at LV= in the past and as a member of Teachers Board has given me a wide exposure to all aspects of a medium sized firm including finance, marketing and sales, HR, mergers and acquisitions, compliance and risk and legal and corporate governance matters.
I applied to join the Bournemouth & Poole Citizens Advice as I believe my work experiences could be put to good use whilst helping to facilitate the provision of a most valuable service to the community.
In my spare time I enjoy playing golf, trips to the theatre, watching sport, travelling and food and drink. Fortunately, my wife also enjoys all of these activities, apart from the golf!
Tony hails from the Midlands and relocated to Poole in January 2010.
He joined the Board of Bournemouth & Poole Citizens Advice in September 2010 and held the post of Chair for two years. His current role covers Trustee Board membership of both Bournemouth & Poole Citizens Advice and CAID. (Citizens Advice in Dorset)
Most of his adult life has been spent in Training which included Management Development, Change Management, Organisational Structure, Director Development and Independent Consultancy.
However that was a long way from where it all started back in the early sixties. He served a formal five year apprenticeship at Rolls Royce and gained professional qualifications in Mechanical Engineering. In the early 70’s his career took a major turning point when he qualified as a training professional with a manufacturing company. Over the ensuing years he developed his skills/knowledge with the Distributive Industry Training Board and became the Regional Management Development Specialist. He later worked for the Link Organisation who at the time was the largest UK provider of Youth Training. He progressed through the organisation from Regional Manager to UK Operations Director with responsibility for over 100 training centres across Britain with some 2500 staff.
He then fulfilled a dream of running his own training company offering N.V.Q.’s for adults across many industries. This covered three training centres across the Midlands with some 25 staff.
In the latter years of his career became an independent consultant working in the main for Business Link. During this time he specialised in training needs analysis, Director Development also offering support/advice to those wishing to start their own businesses. He was a qualified assessor for Business Link Advisor’s in their S.F.E.D.I. (Small Firms Enterprise Development Initiative) training and development.
He finally worked as an independent consultant for a company that specialised in education/training/development for 15/16 year young people who were permanently excluded from main stream education.
On a personal level he enjoys the outdoor life especially short walks around the Dorset coastline. His main passion is football and attends most home fixtures of A.F.C. Bournemouth. Plus he has the Sky Sports channels at home and a very understanding wife also three adult sons around some of the time which helps!!!
“I start off when I became involved with Youth work, I was trained by the YMCA in London in 1963,which at the time was one of the training colleges recognize by the Government at the time. It was a one year training course and received a Diploma in Youth Work. My first job was in Miles Platting in Manchester, was there for two years.
In 1966 went to work at the Henry Brown in West Howe, in 1970 at the Harewood Youth Centre link to Avonbourne school. In 1974 I became a Detached Youth Worker in West Howe. Instead of running a Youth Centre ,my role was to meet young people on the streets, parks etc making contact with young people on their territory. I did this work for about 17 years, when in 1993 I took early retirement.
In 1976 I became one of the first student to enrol in the Open University and received a BA. In 1996 I was asked if I would like to become a local ward councillor, so I was elected in 1996 and was a ward councillor for about 15years. In that time I was selected to be a Trustee of Bournemouth & Poole Citizens Advice.
In 2005 I was elected Mayor of Bournemouth for one year. I am involved with a number of different agencies, plus a member of the Bournemouth Male Voice choir, and The Rotary club of Bournemouth.”
Patrick has had a 32 year career in Local Government with the last 10 years as Head of Trading Standards for one of the larger authorities. Since retiring from Local Government, he has been a member of the Surveyors Ombudsman Service Board and later a member of the Ombudsman Service Property Sector Liaison Panel. He is currently an Independent Director of Ilex Professional Standards, the regulator for Chartered Legal Executives and a member of the Architects Registration Board Investigations Panel.
Councillor Rae Stollard
I am a retired physiotherapist, having worked in the NHS and privately, up until 2001. I am married to a retired orthopaedic surgeon and have 2 adopted children and 2 and a half grandchildren.
I joined the CAB in Harrogate in 1994 as an advice worker and transferred to the Bournemouth bureau in 2003, where I worked up until January 2014.
I was elected as a Westbourne and West Cliff ward Councillor to the Bournemouth Borough Council in 2011 and co-opted on to the Trustee Board of the CAB in April 2014.
My father worked in the oilfields of Trinidad, Venezuela, Indonesia and Nigeria until he retired in 1978, so I have travelled extensively on ships ( before planes could fly across the Atlantic) and piston engine and jet planes, so I am very happy to enjoy the peace and tranquillity of Bournemouth.