RSM UK appoints two new Directors in Scotland

07 December 2018

Two decade-long members of RSM’s UK operations have received promotions, as the firm looks to bolster its Scottish operations ahead of a busy 2019. Connor Agnew and Fiona Duncan have been appointed as directors within the Scottish corporate finance and accounting and financial reporting teams, respectively.

Ahead of an uncertain 2019, many businesses across the country are keen to find ways to insulate themselves from the tumultuous economic environment of Brexit. The uncertainty has slowed the growth of the UK’s economy drastically in recent months; however, consulting firms are enjoying sturdy demand, as clients consult external experts to prepare for a difficult period. While the lion’s share of this work is usually associated with London, it is also true across Scotland, where consulting firms have been rushing to expand their presences throughout 2018.

The latest development in this regard has seen middle market-focused RSM appoint two new Directors in its Edinburgh and Glasgow offices. The news sees Connor Agnew and Fiona Duncan promoted following more than a decade of service for the company each.

RSM UK appoints two new Directors in Scotland

Agnew has been with RSM since 2008, having qualified as a Chartered Accountant with the firm. Most recently he has been with the London M&A team as associate director of mergers and acquisitions and private equity. Prior to this, he spent more than three years as associate director of corporate finance in Aberdeen. Agnew is a member of the Institute of Chartered Accountants of Scotland. He will now lead RSM's M&A and Private Equity team across Scotland.

Duncan, meanwhile, arrived at RSM in 2007, and has more than 20 years’ experience in working with high-growth Scottish and international businesses across various sectors. She was most recently a Senior Manager, Accounting and Business Advisory, in Edinburgh. She will continue within the Edinburgh office as the firm’s Accounting and Financial Reporting Director.

RSM has increased its revenues by 9%, hitting £319 million at the end of 2017. The firm’s income for Consulting, Human Resource and Legal Services jumped 46.6% to almost £16 million, while tax and advisory increased by 8.6% to £138 million, while its audit and assurance sector grew by a more modest 4.8% to £77 million.


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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.