Baker Tilly announces four senior Tax appointments

29 October 2014 Consultancy.uk

Baker Tilly has made four senior appointments to strengthen its Tax Business in the UK. Caroline Rai and Adrian Benosiglio are newly hired as Tax Partner, a function Matthew Sewell has been promoted to, and the firm promoted Andrew Gordon to Tax Director. The firm also made several appointments outside its Tax division; Simon Moulton is promoted to Director Accounting and Business Advisory, and 12 new starters are hired as Audit Assistants.

Caroline Rai joins Baker Tilly as Head of Public Sector Tax from KPMG where she worked for 14 years and leaves as Director. Rai has over 20 years of tax experience and has advised clients ranging from multi nationals corporates to FTSE 250 companies. Adrian Benosiglio brings over 20 years of experience in the Real Estate and Construction sector to Bakker Tilly, as well as his expertise in assisting investors and developers on global tax concerns. Benosiglio joins from BDO, a company where he worked for the past 19 years and leaves as Tax Director, prior to working at BDO, he was an Accounting Trainee at Harold Everett Wreford between 1992 and 1995. Commenting on the appointments, Jim Meakin, Baker Tilly’s Head of Tax, says: “Caroline and Adrian’s knowledge of dealing with a wide range of tax matters will be a great asset to our already successful tax team in London. Their experience will be of huge benefit to existing and potential clients, and will help us to further strengthen Baker Tilly’s tax offering.”

Jim Meakin - Baker Tilly

Matthew Sewell has been promoted to Tax Partner from Tax Director, a function he held since 2009. Andrew Gordon has also been promoted in Baker Tilly’s Tax division, and moves up to Tax Director from Associate Director, a role he fulfilled for 11 years since 2003. “These promotions are well deserved and reflect the growth and investment into the Bristol office and South West,” comments Kate Reid, Managing Partner at Baker Tilly’s Bristol and Bath office.

Kate Reid - Baker Tilly

Other appointments
In addition to strengthening its Tax Practice, the consulting firm also made several other appointments to strengthen its services. Simon Moulton has been promoted from Associate Director to Director for Baker Tilly’s Accounting & Business Advisory team in the North-West. Baker Tilly has also hired 12 new starters as Audit Assistants for its offices in Leeds and Hull. While working, these newly hired graduates and school leavers will study for their AAT or ACA qualifications. 

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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.