Eight new partners appointed at accounting and advisory groups

23 August 2016 Consultancy.uk

Accounting and advisory firms Moore Stephens, Smith & Williamson, MHA MacIntyre Hudson, UHY Hacker Young and Jeffreys Henry have in recent weeks made several partner appointments.

Moore Stephens hired Lee Causer from AlixPartners, where he was a Director. Causer has around 20 years of experience in the consulting industry. Between 2002 and 2006 he worked at EY, he then moved to Kroll, which subsequently became Zolfo Cooper in November 2008. In 2008 - 2009 Causer undertook a secondment at Halifax Bank of Scotland at the height of the financial crisis, where he worked in the bank’s high risk team dealing with distressed customers whose loans were at risk of default. After AlixPartners acquired Zolfo Cooper in February last year, Causer moved over to the global US-headquartered consulting firm. 

Per the 1st of July Causer has joined Moore Stephens – one of UK’s top 10 accounting companies – where he has been named a partner in the firm’s Birmingham office. He brings extensive experience with him in corporate restructuring in the Midlands, particularly in the leisure, healthcare, sport and real estate and construction sectors.

Commenting on the appointment, Jeremy Willmont, head of Restructuring & Insolvency at Moore Stephens, says he is delighted to welcome Causer, adding “Strengthening the restructuring and insolvency practice at our Birmingham office is a key part of our national growth strategy. Lee brings many years of high-level experience to the team and has a detailed understanding of how lenders approach restructuring.”

Lee Causer, Jeremy Willmont, Justin Moss, Cameron Cook

Accountancy, investment management, tax and consulting group Smith & Williamson has made four partner promotions. Tim Adams, who is a founding member of Smith & Williamson’s entrepreneurs group, has been promoted to partner within the assurance and business services division. Adams specialises in providing commercial, financial and strategic advice, as well as audit and accountancy services. Luke Brooks specialises in advising partners in law firms, sports people and entrepreneurs on their financial planning needs.

Rebecca Shepherd, has been promoted to partner of Smith & Williamson’s Investment Management business – she manages a broad selection of investment portfolios for both large as well as SME clients. Chris Springett has been promoted to partner within the private client tax services team.

MHA MacIntyre Hudson, a top 20 accountancy firm in the UK by revenues, has named Justin Moss a partner in its High Wycombe office. Moss – a chartered accountant – joined the business advisory in 2009 as a graduate trainee and has steadily grown through the ranks. He specialises in corporate finance, helping clients with fund raisings, acquisitions and disposals, business valuations, share ownership structures and financial due diligence during deals. Moss is part of MHA MacIntyre Hudson’s corporate finance team, and works alongside Cameron Cook, head of transaction services, on transactions and valuations. In the role, he in addition support the firm’s lead advisory teams based in London, Milton Keynes & Leicester. 

Tim Adams, Luke Brooks, Rebecca Shepherd, Chris Springett

“Justin’s appointment recognises his outstanding contribution to the firm over the past seven years”, says Cook. 

UHY Hacker Young has named Chris Smith as a new partner in its London office. Prior to joining the national accountancy and advisory group, he was audit partner for Barnes Roffe in the West London office, where he was responsible for advising owner managers and entrepreneurs. Previously he served KPMG for thirteen years, where he most latterly held the position of senior manager in the London middle markets team. Smith has an in-depth knowledge of the media, professional services, travel and consumer product sectors, with a specific focus on owner managed and entrepreneurial businesses. 

Laurence Sacker, managing partner of UHY Hacker Young, reflects on the addition: “We are very pleased to have Chris join us at UHY Hacker Young’s London office. There are real synergies with Chris’ sector specialisms and our existing industry strengths from our London office. Chris will also be helping to drive our cloud accounting offering to our existing and prospective clients”.

Chris Smith, Laurence Sacker, Sashin Ramaiya, Justin Randall

London-based accountancy firm Jeffreys Henry has promoted Sachin Ramaiya to partner – taking the total number of partners to eleven. He joined Jeffreys Henry in 2007 and has been managing audits of large UK & International clients. Ramaiya is an audit specialist with a client base in various sectors including property, technology, and art galleries. He also manages the firm’s India Desk which provides outsourced accounting services and cross-border tax advice to Indian companies expanding into the UK.

“He is a great asset to the firm and his promotion to Partner will enable us to continue to deliver to our clients the premier, comprehensive and expert service”, states Justin Randall, managing partner of Jeffreys Henry.

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Rapid growth sees Quantum Advisory promote trio of partners

18 April 2019 Consultancy.uk

Three senior level consultants have been boosted to the rank of Partner at Quantum Advisory, as the firm works to meet heightened levels of client demand. Aled Edwards, Amanda Burdge and Chris Heirene become Partners as long-time Quantum member Rob Davies retires in May after 15 years as a Partner at the firm.

Founded in 2000, Quantum Advisory provides pension and employee benefits services to employers, scheme trustees and members, with five offices across the UK. The firm has enjoyed exponential growth in recent years, following a number of major client wins and booming demand for its services. It opened a new office in Bristol in 2016 to service the South West and in 2017 relocated its Cardiff office to a larger site within the Welsh capital to house the increased workforce. More recently, Quantum relocated its Amersham, Birmingham and London offices to more spacious premises in the centre of both cities to cope with demand.

The financial services consultancy, which employs 115 people across the UK, has promoted three senior team members to Partner, as part of its wider growth plans. The firm has moved Aled Edwards from Principal Consultant & Actuary, while Amanda Burdge has ascended from Principal Investment Consultant. Chris Heirene, former IT Manager, has also joined the ten current Partners at Quantum.

Aled Edwards most recently managed the actuarial team within Quantum’s Cardiff office as well as providing technical training for all staff. He boasts more than 17 years of pensions experience. He started his career as an Actuary at Jardine Lloyd Thompson’s Bristol wing, before joining Quantum in 2011. Edwards is also the President of the Welsh Actuarial Society (WAS), which supports actuaries and actuarial students living or working in Wales.

Rapid growth sees Quantum Advisory promote trio of Partners

Amanda Burdge joined Quantum’s team in 2001, as one of the fledgling firm’s first employees. Most recently she was a Principal Investment Consultant with the firm, and with more than a quarter of a century’s experience in the sector, she is responsible for providing investment advice to many of Quantum’s key clients with both defined benefit and defined contribution schemes. Prior to her time with Quantum, Burdge spent two years as a consultant with SBJ Benefit Consultants (now Capita), and three years with Tesco Pension Trustees. She currently sits on the Regulation Committee for the Pensions Management Institute.

Chris Heirene initially worked with Quantum as an IT Consultant with Teamwork Technology Services and then UES for over five years, before finally joining the firm itself in 2011. He is now responsible for Quantum’s IT systems across all of its offices, including the network and core server infrastructure which supports the business. Heirene is heavily involved in utilising IT to improve and build upon the processes in place throughout Quantum.

David Deidun, Partner at Quantum Advisory, said of the promotions, “This is a very exciting time for Quantum. The recent round of promotions fully recognise the hard work and dedication shown by the three, all of whom go above and beyond for the company. I’ve no doubt that Aled, Amanda and Chris will settle into their new roles with ease and look forward to working together to grow Quantum even further.”

The news comes as Rob Davies retires in May, after spending fifteen years as a Partner at Quantum. A qualified actuary, Davies was instrumental in setting up Quantum’s Investment Division, specialising in aiding clients with their investment strategies. He will remain with the company on a part-time consultancy basis, while working with several clients in the Fiduciary Manager area.