New Partners for Grant Thornton Financial Services Advisory

17 February 2016

Grant Thornton has bolstered its Financial Services Advisory practice with two new partners: Alex Ellerton and David Morrey. Ellerton will provide retail market clients with expertise on emerging regulatory requirements, while Morrey will provide his subject matter expertise in a wide range of conduct matters to the firm’s clients. Both new hires join from rival BDO.

Prior to joining Grant Thornton, Alex Ellerton was a Partner at BDO for five years, starting at the firm in 2011. Previously, from 2006, Ellerton worked at Bovill, where he served as a Principal, and between 2000 and 2006 he worked at Deloitte, in his final role as a Senior Manager.

In his new role as Partner at Grant Thornton, Ellerton will leverage his more than 15 years of experience in regulatory advisory services to clients of the professional services firm. His focus will be on the retail market, for which he will provide emerging regulatory requirements support as well as being a go to expert for 'Skilled Person' work at the request of the regulator.

Alex Ellerton - David Morrey - Jon Sperrin

Ellerton says that he is “excited” to be joining Grant Thornton's growing regulatory practice, as the financial services industry finds itself in a state of change as technology and regulatory rules facing banks come to impact the retail market. He adds: “Regulation is crucial in ensuring trust and integrity in our financial markets and will continue to be a main focus for both traditional and challenger brands. I am looking forward to working with Grant Thornton's growing client base to successfully tackle the practical issues this creates.”

Prior to joining Grant Thornton, David Morrey was also a Partner at BDO. Previous to which Morrey was a Partner at Kingston Smith Consulting, from 2007 to 2012, heading up the firm’s FS Risk and Risk Assurance Services. Morrey joined Aviva in 1999 where he worked for almost eight years, in his last role at the company he was the Global Audit Director in its Investment Management practice. Morrey worked at EY between 1997 and 1999 as a Senior Manager at the firm’s Risk Consulting practice. He holds a Law degree from the University of Leicester and is an ACA from the Institute of Chartered Accountants in England and Wales.

Morrey joins the firm as Partner, offering clients his wide ranging expertise in matters related to conduct in the wholesale market and retail issues within the wealth management, advisory and lending sectors. He further provides 'Skilled Person' advice on regulator instigation as well as supports firms on how to respond to regulatory investigation.

Grant Thornton - UK

Commenting on his new challenge, Morrey says: “The conduct and culture practices within financial services has never been under more scrutiny, despite recent misperceptions that it could be falling off the regulatory agenda. Setting the right tone within organisations – both from a cultural and compliance perspective – is essential to the sustainable growth of companies and needs to remain a key focus for the sector.”

Jon Sperrin, Head of Financial Services Regulatory at Grant Thornton says: “I am delighted to have both Alex and David join our team. Their combined experience strengthens our existing team and ensures we are continuing to deliver excellent services to our financial services sector clients.”


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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.