solving problems

North Bristol NHS Trust

I worked with Bill over a five-month period during my notice period and prior to joining North Bristol Trust in June 2013. There was no interruption in the financial leadership for the Trust during the gap between substantive Directors of Finance. After Bill had settled in we made sure that we caught up every week so that I could be updated on significant issues and we would agree an approach to resolve them. It was a critical time for the Trust with the opening of a new PFI hospital in just over 12 months and I felt that the Trust finances were in safe hands with Bill.

Catherine Phillips, Director of Finance, Commerce and Information
North Bristol NHS Trust

North Bristol NHS Trust

Boa Associates, and specifically Bill Boa, were contracted to fulfill/provide an interim Director of Finance role for a period of 5 – 6 months.  North Bristol Trust has a complex agenda and this role needed to ensure the assessment and completion of an LTFM and IBP (in under 3 months) as part of the Trust's FT application, as well as costing and delivery of an operating plan to underpin the move into a £430m PFI. The strength of working with Boa Associates was that it enabled a flexible planning approach to filling the position that allowed NBT to maximise the contribution of Bill's personal skills and knowledge.  His personal style and expertise brought confidence to the whole Board of the trust's financial status and his wealth of experience meant that he was able to provide valued advice about the FT process and the workings of Monitor.  Bill used his wide experience to review and inform the internal financial structures that would set the groundwork for a robust financial department for the incoming substantive Director of Finance.   As part of Bill's work he developed a transition plan for the incoming Director of Finance that ensured a seamless transfer on his departure.  I know that every Executive colleague found Bill's advice, both on financial issues, as well as the wider trust agenda invaluable.  Bill's natural style meant that within days he was accepted as a fellow executive rather than an external consultant.  His immediate interest and commitment to the Trust achieving its best outcomes was evident from day one.  I would have no hesitation in recommending Boa & Associates for future projects.


Marie-Noelle Orzel, Interim Chief Executive and Director of Nursing and Quality
North Bristol NHS Trust

St George's Healthcare

Bill came into the organisation at a very challenging time but was very helpful indeed in getting to a set of clear deliverables and objectives. Bill took no time at all to build confidence and to take forward some of the key issues that had been slowing down the organisation's progress. In particular, Bill helped bring a clarity and rigour to the Trusts work on cost improvement and performance management at a crucial time when failing to do so would have set us back in terms of stakeholder confidence and potentially impacted on our FT pipeline. We have also benefited from Bill's commitment to follow up his assignments with a thorough handover and follow up that has enabled our new Director of Finance, Performance and Informatics to hit the ground running.

Miles Scott, CEO
St George's Healthcare NHS Trust

North Bristol NHS Trust

You have been able to translate sometimes complex, other times bamboozling information into sensible, understandable and practical information, which has been a breath of fresh air, and very much appreciated by all concerned. Added to the fact that you are a nice chap, it will come as no surprise that you are very popular and well respected here. If ever you need a reference, I'm your man; it will read..........

'I am sure that Mr. Boa arrives with you as he leaves us - fired with enthusiasm'!!

Dr. Samir Patel, Emergency Department Consultant and Clinical Director
North Bristol NHS Trust

St George's Healthcare NHS Trust

A Finance Director who speaks English as well as Finance! Great to work with.

Val Thomas, Consultant Pathologist and Divisional Chair
St George's Healthcare NHS Trust

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