Roger Morgan Email
Founder
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Roger Morgan Location
- United Kingdom
Roger Morgan Work
- Founder @ The Retirement Mentor (March 2026 - Present)
- Retired @ (April 2025 - Present)
- Partner at Azets @ (October 2022 - April 2025)
- Director @ SOLA IT Ltd (February 2010 - July 2021)
- Partner @ SOLA IT Systems (January 2006 - January 2010)
- Director @ Sandisons Limited (January 2005 - September 2022)
- Partner @ Sandison Ridley (September 1990 - December 2004)
Roger Morgan Education
- Bournemouth University
MBA
1996-1998 - Rugby School 1972-1977
Roger Morgan Skills
- Financial Accounting
- Individual Taxation
- Partnership Taxation
- Partnership Accounting
- Business Strategy
- Cash Flow
- Strategic Financial Planning
- Budget Preparation
- Tax
- Accounting
- Medical Practice Management
- Board of Director experience
- Board Governance
- Practice Management
- Budgets
- Finance
- Corporate Tax
- Small Business
- Due Diligence
- Inheritance Tax Planning
- Mergers & Acquisitions
- Trusts
- Financial Planners
- Business
- Income Tax
- Financial Services
- Auditing
- Corporate Finance
- Board of Directors
- Management
- New Business Development
- Financial Planning
- Business Planning
- Strategic Planning
- Mergers and Acquisitions
- Leadership
- Forecasting
- Business Development
- Strategy
- Financial Analysis
Roger Morgan Summary
- Roger Morgan, based in United Kingdom, is currently a Founder at The Retirement Mentor. Roger Morgan brings experience from previous roles at Azets, SOLA IT Ltd and SOLA IT Systems. Roger Morgan holds a 1996 - 1998 MBA @ Bournemouth University. With a robust skill set that includes Financial Accounting, Individual Taxation, Partnership Taxation, Partnership Accounting, Business Strategy and more. Roger Morgan has 2 emails on RocketReach.
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