RSM boosts North West operation with Martin Cooper and Pam Maddock

02 May 2017 Consultancy.uk

Martin Cooper and Pam Maddock have joined RSM’s North West operation. Cooper joins as a Director in the firm’s Manchester office, from The Analyst Research; Maddock joins the firm’s Preston office, from KPMG.

Prior to joining RSM, Martin Cooper worked at The Analyst Research, an equity investment research firm, as a Partner. He was previously at EY from 2010 until 2012, where he worked as a Senior Manager. Earlier roles include Solicitor at Eversheds and Associate at Deloitte. Cooper holds a Master of Arts in Social and Political Science from the University of Cambridge.

The appointment sees Cooper join RSM’s Manchester office as a Director. He brings more than a decade of experience in share schemes to the firm, and will be responsible for supporting the firm’s growing list of corporate clients. In addition, his expertise in all-employee share schemes, bespoke management incentives and related tax and legal issues will be leverage by the firm, to further grow the firm’s offering and client base in the share scheme space.

Commenting on the appointment, Jill Jones, RSM’s regional Managing Partner in the North West says, “The right share scheme arrangement can deliver significant commercial advantages for businesses, and Martin’s extensive knowledge will help our clients to maximise these benefits to support future growth.”

Remarking on his appointment Cooper says, “As a leading middle market adviser, RSM was a natural fit for me. The firm acts for a range of large corporates and fast growing businesses where effective share schemes could add real value, and I look forward to drawing on my experience to support ambitious North West businesses.”

Martin Cooper and Pam Maddock - RSM

Prior to joining RSM, Pam Maddock worked at KPMG for 31 years, most recently as a Senior Tax Manager in the firm’s North West region. She worked extensively in the firm’s private client team, including individuals, family owned businesses, partnerships and trusts, focused on providing them advisory and compliance tax services. Maddock

In her new position at RSM, she joins the firm’s Preston office as an Associate Director. The appointment will boost the firm’s tax practice, which is seeing an increase in the number of private clients. Pam Maddock will continue her client facing role, as well as working with the team to further expand the practice and its offering in the North West region.

Remarking on the appointment, Kevin Duffy, RSM’s office Managing Partner in Preston, says that it is “great” to have Pam on board. He adds, “She joins at an exciting time as our private client tax practice continues to grow and drawing on Pam’s extensive experience we will further strengthen our offering - allowing us to support more high net worth individuals with complex tax planning needs.”

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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.