Trustee Board

Roderick Stead – Chair of the Trustee Board

Roderick is responsible for:

• ensuring effective leadership and direction of the organisation
• representing the organisation externally, communicating with key stakeholders, local authorities and other funders
• line management and regular liaison with the Bureau Manager
• responsible for representing the Bureau at Citizens Advice Surrey

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Richard Fitzpatrick – Treasurer

Richard is responsible for:

• ensuring that all financial affairs are in good order and advising the Board on long-term financial planning
• ensuring that End of Year Reports and Accounts are prepared and properly filed in accordance with Charity Commission requirements and that the annual budget is prepared

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Julie Constable – Trustee

Company Clerk

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Selwyn Fernandes – Trustee

Selwyn is responsible for the Strategic Business Plan (including Risk Management), Service Delivery Projects (including H2C) and IT (including Business Continuity Planning)

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Michael Hoban – Trustee

Mike, alongside Mary is one of our longest serving Trustees and was previously reposnsible for the Business Plan

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Mary Tomlin – Trustee

Mary is responsible for Payroll and Health and Safety

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Sangeeta Ahuja – Trustee

Sangeeta is the Company Secretary and is the Oxted CAB liaison

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Alun Jones – Council Representative

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Robin Bloore – Council Representative

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Management Team

Sarah Henke-Monti – Bureau Manager

Sarah is responsible for leading the work of the paid staff team.

Her main duties include:

• leading the development of policy and ensuring the achievement of organisational objectives
• leading and representing Citizens Advice Caterham & Warlingham externally
• ensuring Citizens Advice Caterham & Warlingham has the funding and resources necessary to deliver its services efficiently and effectively and secure long term viability

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Richard Davis – Deputy Manager

Richard is responsible for providing Advice Session Supervision at the Bureau and supervising and supporting volunteer advisers during the advice session.

His main duties include:-

• managing, co-ordinating and supervising the delivery of services from within one or more service outlets
• providing technical support and acting as consultant to the advisers
• ensuring delivery of agreed level of service and adequate staff cover
• monitoring quality of advice given to clients during the advice session
• maintaining standards of service delivery
• ensuring social policy issues are identified and acted upon as part of the advice-giving process

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Richard Payne – Volunteer Representative

Richard is responsible for representing the views of the volunteer staff.