From initial setup and growth, through to succession planning, turnaround, or navigating complex regulations — we provide tailored financial, governance, and commercial support for every stage of your business.

Over 30 years’ experience spanning audit, financial controllership, CFO and board roles, company secretarial duties and FCA-regulated environments.

From day-to-day financial management and cash flow to board-level strategy, and M&A support

We cut through complexity to deliver clear insights, reduce risk, and help you make better decisions at every stage of your business journey.
Strategic Finance & Leadership
Accounting & Reporting
Governance & Company Secretarial
Commercial Support

Terry Morgan is the founder of T R Morgan Associates. With more than 30 years of experience in finance, governance and commercial roles, Terry has supported businesses throughout their full lifecycle - from start-up and growth phases through to succession and exit.
Terry combines strong technical expertise with practical board-level insight. He has particular experience in FCA-regulated environments and a proven track-record of helping both private and international public-sector organisations achieve clarity, reduce risk and unlock value.
AAT Licensed Accountant, Chartered Management Accountant, Chartered Governance Professional, Member Chartered Securities Institute and Principal Fellow of the National Association of Licensed Paralegals.
FMAAT Licence number: 1006948.
NALP Licence to Practice number: 12294
We keep the process simple, transparent, and focused on your needs.
1. Discovery - an initial conversation to understand your situation and objectives.
2. Proposal - A clear scope of work, deliverables, and flexible pricing options.
3. Delivery - Ongoing project-based support exactly as you need it - whether monthly, quarterly, or for a specific initiative.
Scope and professional boundaries: We provide commercial, governance and documentation support on a non-reserved basis. Where specialist advice is required (including advice from a solicitor or other authorised professional) we will recommend that you obtain the appropriate support.
Office appointments by prior arrangement only.
167-169 Great Portland St, 5th Floor London W1W 5PF, UK
Telephone: 07976 178938
Open today | 09:00 – 17:00 |
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