From initial setup to strategic growth and succession planning, or if you’re navigating complex regulations or challenging business conditions, perhaps managing financial records or planning for growth, we can provide tailored services for every step of your business journey.
. . . . . encompassing audit + financial controllership + company secretarial & legal advisory roles + financial services compliance + tasks from the ground up + Directorship and Chief Financial Officer roles = unparalleled expertise.
Practical solutions that provide real value. We offer a wide range of services tailored to your needs, from bookkeeping and management accounting to business strategy and commercial contracting and FCA compliance. Whatever business you have and whatever stage your business is at, we're here to guide you.
Whether your goal is to keep up-to-date with your company’s financial position, streamline financial processes, support a turnaround, navigate regulatory complexities, enhance governance frameworks, or help with contract matters, contact us to see how we can help.
As the Founder and CEO of T R Morgan Associates, I’ve built my career helping businesses solve problems, manage their finances, and make informed decisions. My experience spans leading finance and FCA compliance functions — in both national and international businesses—as well as management consulting in a Top 10 accountancy firm.
I understand the challenges businesses face and provide clear, practical advice tailored to their goals. My focus is on simplifying complex issues and delivering solutions that work for businesses of all sizes.
T R Morgan, FMAAT, an AAT Licensed Accountant, FCMA,ACG, MCSI, PF.NALP, MSc in Accounting with Finance.
Fractional Finance Director and Non-Executive Director: Terry Morgan, Founder & CEO is an experienced governance and compliance professional with a strong background in finance, corporate governance, financial services, legal and regulatory matters, and board-level advisory work.
Management Accounting: Turn your numbers into actionable insights with our management accounting support, helping you make informed business decisions.
Cash Management and Turnaround: Navigating the Challenges. Optimise your cash flow and prepare for unexpected challenges with personalised guidance tailored to your business.
Company Secretarial Services: Supporting Strong Governance: We help take the stress out of managing corporate and compliance responsibilities by supporting you with essential company secretarial tasks and creating governance frameworks to help your business work better. This can extend to HR management and the wider range of tasks usually associated with the company secretarial role in a SME.
Business Advisory: Shaping Strategy And Growth: As a Non-Executive Director, Fractional Finance Director or simply an external adviser we can offer guidance to help shape business strategies, identify opportunities, and address challenges. Our aim is to provide clarity and direction to support your goals for sustainable growth.
Commercial Contracting: Helping you navigate commercial agreements. From drafting and reviewing agreements to helping with contact management, we focus on ensuring your commercial arrangements are clear and aligned with your objectives.
We believe every client's needs are unique, so our approach is designed to provide flexible and personalised support, starting by listening to your goals, challenges and priorities to gain a clear picture of your requirements.
Before commencing any work, we will provide you with detailed terms of engagement tailored to the services you require. These terms set out:
If you have any questions about our approach or would like more information, we're happy to discuss our terms with you. Contact us today to learn more.
Office appointments by prior arrangement only.
167-169 Great Portland St, 5th Floor London W1W 5PF, UK
Telephone: 07976 178938
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