KPMG and Deloitte promote tax advisory experts in Newcastle

17 January 2017

KPMG has promoted David Elliott to the role of Senior Partner at its Newcastle office, succeeding Mick Thompson who is retiring from the role. Deloitte too has unveiled a promotion an in the firm’s Newcastle office, with Julia Fox becoming Director in the firm’s Tax Practice.

David Elliott joined KPMG in 2008, taking on the role of Tax Partner and lead of the firm’s tax practice within its Newcastle office. He previously worked at PwC, where he rose to the role of Tax Director over a period of almost 18 years of service. Elliott trained to become an accountant at Stokoe Rodger, where he started in 1986 as a Trainee Chartered Accountant.

Elliott is set to take the role of Senior Partner At the firm’s Newcastle Office from 1 March 2017, following the retirement of current holder Mick Thompson. He takes responsibility for leading the offices’ 150 strong team of professionals – the office is one of the major contributors to the firms recently announced 15% revenue growth across its Northern practice. Thompson, who will stay with the firm until the spring of 2018, to continue to provide support for the firm’s largest regional clients.

Speaking about his appointment to Office Senior Partner, David Elliott says: “Having played an active role in this vibrant, regional economy for many years, I am delighted to lead one of the area’s most prestigious firms. The excellent KPMG team based here on the Quayside and our superb client portfolio makes the North East an exciting and rewarding place to work.”

Chris Hearld, KPMG’s North Region Chairman, adds, “David is North East through and through, with a longstanding reputation in the regional market. The success he has delivered for our tax practice, developing deep specialisms, for example in capital allowances, innovation reliefs and incentives and M&A tax, plus his energy and appetite for client service makes him a superb fit for this market critical role, driving our strategy for further profitable growth in the future.”

KPMG and Deloitte promotes tax advisory experts in Newcastle

Julia Fox, following her Bachelor of Science in Medical Chemistry from the University of Newcastle-upon-Tyne, joined Arthur Anderson as a trainee accountant in 1995. Two years later she joined Deloitte’s North East regional business, where she spent the following twenty years – in her most recent role as Associate Director. She is a Chartered Accountant and a Chartered Tax Advisor.

In her new role as Director in the firm’s Newcastle-based tax team – she leads a team of tax experts focused on supporting companies through restructuring across the North East, Yorkshire and Scotland.

Stephen Hall, Senior Partner for Deloitte in the North East, remarks, “Julia’s understanding of the tax complexities in a restructuring situation is second-to-none, but she is also happy to roll her sleeves up for her clients and immerse herself in the situation. When your business is facing uncertainty, or a period of change, that’s what you need from a tax adviser.”

Fox reflects, “Working with a business that needs to change to achieve its objectives can be a high-pressure situation because timeframes are usually tight and there’s so much at stake, but it’s extremely satisfying when you help the business through a successful restructuring.”


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Rapid growth sees Quantum Advisory promote trio of partners

18 April 2019

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.