Stuart McCallum joins Baker Tilly in Scotland as Director

02 October 2015 Consultancy.uk

Stuart McCallum has re-joined Baker Tilly after a four year interim at Clydesdale Bank. Leveraging his broadened experience in the food and drinks sector from his time at the bank, McCallum returns as Director in Baker Tilly’s Agriculture, Hospitality/Tourism and Food and Drink practice. His new responsibilities include business advisory and corporate finance.

Stuart McCallum joins Baker Tilly from the Clydesdale Bank, where he has worked since 2011. His latest roles at the bank were that of Director of Corporate & Acquisition Finance for the West of Scotland, a role at which he started in 2012, and that of Regional Lead for Food and Drink in the North region, a function held since 2011. McCallum started at the bank as Partner. Prior to joining Clydesdale Bank, McCallum also was a Director at Baker Tilly; having worked in its Corporate Finance practice from 2006 onwards. Between the start of 2003 and the end of 2005, he held a role in Corporate Finance and Debt advisory at Craig Corporate, having left the Royal Bank of Scotland, where he worked since 1997 in Acquisition Finance and Corporate & Commercial Banking. McCallum started his career at Alexander Sloan as Trainee in 1990, before joining Forte in 1993.

McCallum holds a Bachelor degree in Accountancy from Glasgow Caledonian University and is a Chartered Accountant from the Institute of Chartered Accountants of Scotland.

stuart McCallum and Robert Ross, Baker Tilly

McCallum re-joins Baker Tilly at the firm’s Glasgow office. In his role as Director, McCallum will leverage his many years’ experience in the food and drink sector to strengthen the firm’s Agriculture, Hospitality/Tourism and Food and Drink practice. The multi-sector team’s focus reflects the coming together and interconnectedness of different areas of the Scottish economy. McCallum will provide the firm’s clients with a variety of needs, including business advisory in end accounts and management, M&A plans, growth funding procurement as well as day-to-day financials. He will further use his corporate finance capabilities to provide services in consulting and due diligence for companies, equity houses and banks.

Commenting on the appointment, Robert Ross, Baker Tilly’s Regional Managing Partner for Scotland, says: “Stuart is a highly experienced chartered accountant who has an excellent mix of advisory, banking and risk management experience within industry, professional practice and PLC banks. He has strong credentials in the Food and Drink sector and a wide network of business contacts across Scotland and we are delighted that he has agreed to re-join us at Baker Tilly.”

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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.