RSM appoints new Partner to Basingstoke office

01 April 2019

Professional services firm RSM has appointed a new Partner in its financial reporting wing in Basingstoke. Andy Ka has joined the company from Grant Thornton, bringing some 20 years of experience in complex financial reporting matters to the role.

RSM is the world’s sixth largest network of independent audit, tax and consulting firms, encompassing 116 countries, 750 offices and 40,000 people internationally. The last year has seen the network collectively deliver a strategy focused on RSM’s people, clients and future-led innovative thinking. In Europe, the firm’s progress was particularly pronounced, with revenue growth more than doubling from 2017 figures to hit 12%.

As RSM looks to build on a successful 2018 and bolster its offering for a busy new year, it has added a number of senior professionals to its UK wing at the start of 2019. Earlier in the year, Simon Jones joined the private client services team, while James Watters strengthened the firm’s employer solutions practice in both Bury St Edmunds and Cambridge. Now, RSM has appointed a new Partner to its Basingstoke presence.

RSM appoints new Partner to Basingstoke office

As a Partner in RSM’s financial reporting practice, Andy Ka will be responsible for growing RSM's business across Hampshire and the Thames Valley. Ka is also a specialist in Sino-Anglo cross-border business, helping UK businesses looking to enter the Chinese market and supporting Chinese enterprises looking to enter the UK. He and his team will provide expertise in application of accounting standards, advise on disclosures in financial information (including corporate governance disclosures), support companies preparing for an IPO and provide accounting support on other transactions such as acquisitions or restructuring.

Ka joined RSM from rival mid-tier accounting and consulting firm Grant Thornton, where he spent two extended terms in his career. The latest decade of service at Grant Thornton saw him lead the firm’s Thames Valley financial reporting advisory offering while serving as a senior statutory auditor. Prior to this, he spent around a year as Group Reporting Manager with General Healthcare Group, following his initial five-year stay with Grant Thornton. He began his career with a four-year stint as an Auditor at Haines Watts.

"I am delighted to welcome Andy to the team here in Basingstoke," Mike Blain, Office Managing Partner at RSM in Basingstoke, said. "His technical expertise combined with his business acumen will be of huge value to our existing and prospective clients across Hampshire and the Thames Valley. Our investment in new talent is also a reflection of the recent growth we have experienced in our financial reporting business. Andy's arrival will significantly enhance our capacity to assist corporate clients on their complex compliance and financial reporting needs."


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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.