EY appoints Stuart Wilkinson & Karen Kirkwood to Tax

13 February 2015 Consultancy.uk

EY’s presence in East Anglia and the South West has been bolstered with the appointment of two new tax partners to the firm. The professional services firm has appointed Stuart Wilkinson, formally at KPMG, as a partner to its Cambridge office and Karen Kirkwood, formally at PwC, to head up its Bristol tax practice. 

Karen Kirkwood brings with her 20 years’ experience providing tax advice, with experience for a broad range of companies and private equity backed businesses under the belt. Prior to joining EY, Kirkwood worked for PwC since 1998, advising on sustainable tax strategies, managing tax risk and opportunity, and meeting reporting obligations; Kirkwood leaves PwC as the firm’s M&A Tax Director. Before her role at PwC, Kirkwood was an Accounting Trainee at Hazlewoods, focused on control and tax compliance and specialise in corporate tax.

As Partner and Head of Tax of EY’s Bristol office, Kirkwood is set to lead and oversee service related to the audit of tax, core compliance and bespoke tax advisory services. Kirkwood’s expertise in transaction tax will deepen the firm’s offering in the area, as well as strengthening its capacity to advise on corporate acquisitions and disposals, private equity funded buy-outs and investments, cross border structuring and financing and corporate restructuring. Commenting on her appointment, Kirkwood says: “I look forward to playing an important role in continuing to build the tax practice in the South West by getting out into the market and working closely with new and existing clients, as well as growing our own team.”

EY Tax

Stuart Wilkinson, who joins EY as Tax Partner in its Cambridge office, started his career at KPMG in 1994, where Wilkinson built up 20 years’ experience in corporate tax and 15 years’ experience in M&A, leaving the firm as an Associate Partner. Wilkinson’s KPMG work was based in Cambridge, while working across various locations, including London and the wider East Anglia, and in a number of sectors, including food, consumer goods, energy, technology, and business services.

Wilkinson will join Cathy Taylor, EY’s Senior Partner in Cambridge, to work on improving EY’s market share in the wider East Anglia region though “maximising opportunities” in “fast growing entrepreneurial businesses and across the large corporate, middle market and private/family sectors.” Wilkinson will bring his experience in M&A to bear on advising clients in business restructuring and transactions generally. “I look forward to playing an important role in continuing to build the Tax practice in Cambridge by getting out into the market and working closely with new and existing clients,” remarks Wilkinson.

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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.