James Bolton

Treasurer

James Bolton, Director

James Bolton is a Chartered Accountant and qualified Insolvency Practitioner who joined the board of Directors in May 2016, having been on the Membership & Communications Committee since 2013.  James is unusual on the board as he was first involved in legacy work in 1990, 6 years before he began work in re/insurance. James is a director of Quest Group Holdings Limited.

James’s role as part of Financial Advisory is –

1. To liaise with Secretariat in preparing the annual budget for presentation to the board ahead of the start of each financial year
2. Present regular reports to the board on the Association’s performance in relation to the annual budget
3. Review membership fees and categories annually based on use, working with the Membership Director and Head of Secretariat for budget and membership value considerations
4. The accountant is elected annually, and it is the role of the Treasurer to ensure Secretariat provides the accountant with all information to prepare the yearend financial reports
5. To recommend a course of action should the accounts reflect a large surplus or a reduced income
6. As part of the FA to keep on top of the financial implications of strategic and operational plans of the Association. Situations of potential financial conflict including late payers, requested waivers or discounts will be presented by Secretariat to the Treasurer for action

Telephone:  +44 (0)7900 227 760
Email:   jbolton@quest-group.co.uk