Andy Stevenson joins Mercer Jelf Financial Planning as Regional Leader

06 February 2017

Andy Stevenson joins Mercer Jelf Financial Planning as the South of the UK's Regional Leader. The addition boosts the firm's profile in the region and aims at further accelerating its growth, following the recent acquisition of Bluefin.

Prior to joining Mercer Jelf Financial Planning*, Andy Stevenson worked at Chase de Vere where he was a Senior Manager for more than three years. Previously he worked at the Nationwide Building Society as a Senior Financial Service Consultant, at the Private Clients arm of Barclays, as a Regional Sales Manager for OffShore Islands, and at the Bank of Scotland, as a Director of Relationship Management.

Earlier in his career, Stevenson worked at, among others, BOSIS, HSBC, HBOS and Prudential Assurance, where he started his career in 1991.

Andy Stevenson joins Mercer Jelf Financial Planning as Regional Leader

Stevenson joins the firm as Regional Leader, operating out its Bath office. In the new role, to which he brings more than 24 years of experience across the financial services sector, he takes responsibility for the growth of the firm’s presence across the South of the UK.

Grant Hughes, Head of Financial Planning at Mercer Jelf Financial Planning says that he is “really pleased” that Stevenson has joined the consulting firm as part of its wider expansion in the UK. Adding, “We are always keen to attract top talent and as a Chartered Wealth Manager himself, he will strengthen further an already strong leadership team. It’s an exciting time with the industry undergoing revolutionary changes, but this further demonstrates our commitment to support both businesses and their employees with all aspects of financial planning.”

Stevenson says that he is “delighted” to be joining the team. Adding, “I look forward to working alongside Grant and such a dynamic team supporting our clients and their employees with all aspects of financial planning as well as our traditional Private Clients. I’m really excited that the Mercer group continues to expand and to be part of the team able to lead and shape the business changes as we seek to become the chosen provider of advisory excellence.”

* Mercer Jelf Financial Planning was created following the integration of Jelf Group's financial planning operations, carved-out out of Marsh, into sister company Mercer. The firm recently added additional capacity to the unit with the acquisition of Bluefin.


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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.