Baker Tilly announces 13 new Partners across the UK

09 April 2015 Consultancy.uk

Accounting and consulting firm Baker Tilly has announced the promotion of 13 new Partners, reflecting the firm’s success of its training and development programmes. The 7 women and 6 men will be working across all service lines, including Audit & Assurance, Tax, Corporate Finance, Restructuring and Recovery, and National HR & IT Support.

The significant number of 13 Partner promotions, which all became effective on 1 April 2015, are, according to Laurence Longe, National Managing Partner at Baker Tilly, a measure of the success of the firm’s long-term investment in its training and development programmes. Longe further highlights the diversity issue, as 7 of the 13 new Partners are female. “It is also particularly pleasing that more than half of this round of promotions are women and so better reflect the gender diversity of our staff. Our new Partners will contribute greatly to further strengthening and improving our service offering to our clients.”

Laurence Longe, Baker Tilly

The new Partners will work across the country and across all of the firm’s Practices. Consultancy.uk provides a brief overview of the new Partners per service line:

Audit & Assurance
Victoria Craven: Craven joined Baker Tilly in 1998 as Audit Trainee, and has since climbed the ranks, becoming Manager in 2002 and Associate Director in 2012. As Audit Partner, she is responsible for a range of clients including owner managed businesses, Pension Schemes, and Charity and Education clients.

Richard Eccles: Eccles has been with the firm for a year and a half, joining the firm in October 2013 as Audit Director with over 20 years’ audit experience. Eccles works for a wide range of clients, including AIM listed businesses, owner managed businesses, International businesses and academy schools. 

Perry Linton: Linton has been working at Baker Tilly for more 16 years as Audit Director. His portfolio includes a mix of national and international owner managed businesses with a particular focus on IT, engineering, and manufacturing.

Tax
Chloe Ellis: Ellis joined Baker Tilly in 2011 as Associate Director with over a decade of years’ experience advising companies and their shareholders on taxation issues. She advises a variety of clients, specialising in transactions tax.

Joan Foster: Foster has been with the firm for more than a decade and joined in 2004 as Associate Director. She is head of the firm’s national tax specialist group for high net worth individuals and specialises in income tax, capital gains tax and inheritance tax planning, as well as in trust and estate accounting and tax advice, and tax compliance for individuals, trusts and partnerships.

Victoria Craven, Richard Eccles, Perry Linton, Chloe Ellis, Joan Foster, Helen Relf

Helen Relf: Relf, who joined in 2010 as Director, has many years’ experience providing tax advice to business entrepreneurs and individuals, specialising in income tax planning, cash extraction strategies and helping clients plan for succession and exit.

Corporate Finance
Jason Stone: Stone has been with Baker Tilly since 2006 as Director, advising large UK and international corporates, administrators, and liquidators on disposals. He has is specifically specialised in M&A, Public company/City Code advisory and Monitoring Trustee advisory.

James Wild: Wild, just as Craven, joined the firm straight out of University. Having been with the firm for almost 14 years, Wild fulfilled several roles, including Corporate Finance Associate Director and Corporate Finance Director. He has extensive experience in mergers and acquisitions. He advises on company sales, acquisitions, Management Buy-outs and private equity fundraising.

Restructuring and Recovery
Fiona Miller: During her more than 11 years at the firm, acting as Technical Director Restructuring & Recovery. She has specialised in in the legislative aspects of Insolvency and Restructuring work and deals with of all types of formal insolvency processes, from various perspectives: regulatory, compliance and case management.

IT Support

Diana Frangou: Frangou joined Baker Tilly in 2013 as Restructuring and Recovery Director with more than 22 years of restructuring experience, locally, nationally and internationally. She specialises in formal insolvency, contingency planning, financial restructuring, crisis stabilisation, cash flow review and working capital management.

David Taylor: Taylor has been with the firm for a year and a half. He has more than 19 years’ experience in internal audit and works with wide range of public sector bodies including Education, Housing, Local and Central Government, Emergency Services, Charities and Healthcare.

HR
Sandra Snow: Joining in 2005 as National HR and Development Director, Snow is responsible for the national HR, Development and Training strategy of Baker Tilly. 

IT Support
David Hilland: Hilland joined Baker Tilly in 1999 as Deputy Director of IT.

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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.