Tilly Morris

Tilly Morris

Client Portfolio Manager

A brief introduction

I am based at the Trowbridge office and my role primarily is to assist the partners in the management of their portfolios.

Background

I joined Monahans in 2011 after studying for my business studies at a local college.

I then began studying for my AAT in the same year and went on to qualify as an ACA Chartered Accountant in 2016.

The combination of all my studies has helped me gain an understanding of business requirements and the importance of the accountancy role within an organisation.

My role is varied, from the helping the partners manage their portfolios to visiting clients to assist with their accounting needs.

Expertise

General accounting services
Business and personal tax compliance
Management accounts and bookkeeping
Cloud based accounting
VAT returns

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