RSM adds Elizabeth Rogers and shifts Steven Brown in Northern region

21 March 2017 Consultancy.uk

RSM has added former BHP Chartered Accountants expert Elizabeth Rogers to its Leeds Tax Practice as an Associate Director. The firm has also supported firm veteran Steven Brown’s move into the firm’s M&A offering in the North.

Prior to joining RSM, Elizabeth Rogers worked at BHP Chartered Accountants in Sheffield. Most recently, in her more than ten years with the  firm, she was Head of the Trusts & Estates arm. Previously, between 1997 and 2007, she worked at Deloitte in Leeds, her latter role at the firm was Personal Tax & Trust Manager. She is a Chartered Tax Adviser, is STEP qualified and sits on the Yorkshire committee for the professional association.

Rogers joins RSM as an Associate Director in the firm’s Tax Practice, at its office in Leeds. Her new role will see her provide advisory and compliance support for the region’s growing number of private clients in the areas of tax, wealth and succession planning. She will also work closely with RSM's wider team to grow the Leeds practice and its offerings in the region.

Steve Brown, RSM tax partner in Leeds, says, “We are delighted to welcome Liz to the Leeds team. She joins at an exciting time as our private client tax practice continues to grow and drawing on Liz’ varied experience we will further strengthen our offering – allowing us to support more high net worth individuals on complex UK and international tax planning.”

Elizabeth Rogers and Steven Brown - RSM

Steven Brown, following the completion of a Bachelor of Arts in Accounting and Finance from the Northumbria University, joined RSM Tenon, a legal predecessor of RSM. During his time at the firm, which rebranded to RSM in 2013, Brown held managerial positions in its Audit and Accounts segment, and spent around ten years in the firm’s North East restructuring advisory team. In 2013 he became an Associate Director in the firm’s Newcastle upon Tyne location.

Brown’s latest promotion sees him shift to the North East corporate finance team, where he will follow his personal ambition to add corporate finance skills to his wider capabilities. Through the addition, Brown strengthens the firm’s M&A offering in the region and will work closely with Tony Edwards, the regional head of corporate finance.

Regarding the move, Edwards, remarks, “It’s great to welcome Steven to the team. It’s been a very busy year, and we have a strong pipeline, so he joins us at an exciting time. This success is testimony to the skills and expertise we already have in place – and Steven’s experience will further enhance this offering.” He adds that the move is a ‘win-win’ for the firm and Steven, “as the move supports the needs of our business, but it also provides the opportunity to facilitate Steven’s personal career ambitions – supporting our commitment to attracting, developing and retaining key North East talent.”

Brown comments, “The move is a great opportunity to broaden my skill set, whilst drawing on my complementary experience to drive deal activity for the firm. I’m looking forward to building on the momentum of last year to support more North East businesses with their goals.”

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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.