Mazars has appointed Sarah Lord as a Financial Planning Partner

25 July 2017

Mazars has appointed Sarah Lord as a Financial Planning Partner in is London office. She becomes a Partner at the firm having left Killik & Co – bringing more than a decade of Private Clients experience to the role in a time of increasing demand.

Global consulting firm Mazars has announced the hiring of Sarah Lord as a Financial Planning Partner in its London office. The company saw revenues grow by 7% last year to £160 million, and as demand looks set to continue growing, Lord will be tasked with broadening the firm’s Financial Planning and Private Client business, amid the increased economic uncertainty surrounding the implementation of Brexit, a cause for concern for businesses and individuals on both sides of the channel.

Sarah Lord was most recently a Partner at investment consultancy Killik & Co, where since 2012 she was responsible for leading, and developing the Chartered Financial Planning practice. The role followed over a decade of senior positions including Director at Walker Crips Wealth Management, and Client Integration Director at PIFC Consulting. Lord holds a Bachelor’s degree in Medical Biochemistry obtained at the University of Leeds, and is a board member for both the Wealth Consultancy and the Personal Finance Society.

Sarah Lord - Mazars

Commenting on the appointment of Lord, Ian Pickford, UK Head of Financial Planning at Mazars said, “Her appointment reflects the firm’s commitment to grow and develop our Financial Planning and Private Client business in one of our key geographical markets and the wider business. Her experience will add value to the services we already deliver for our clients.”

Remarking on her appointment, Lord said, “I am really looking forward to working with Mazars, a leading name in the market. I am excited by the opportunity to work with the ambitious Financial Planning team and further build upon the firm’s growing reputation in the Entrepreneurial Business and Private Client (EBPC) area.”

The company recently reappointed its CEO and expanded its executive team in order to cope with the continuing growth of its global operations, while Mazars’ public profile received a further boost from the renewal of their sponsorship with the Yorkshire County Cricket team.


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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.