On the 27 June 1946, Morris Owen opened a bank account with HMRC and started trading as an accountant under the name Morris Owen & Co. 75 years later, the Partners are proud that they continue trading under his name, serving businesses in the local area and further afield, as a firm of Chartered Accountants, Chartered Tax Advisers and Chartered Financial Planners.
Morris Owen’s ethos as a firm has changed little over the years, with the quality of service and advice continuing to be the most important factors as to they work with clients, alongside the retention of their independent status which is a cornerstone of who they are.
75 years has also seen a lot of changes of the faces at the firm, but they always look to the people in the organisation to uphold their values which have not changed over time. Succession planning continues to form an important part of their future, with the welcoming of their latest addition to the partnership Jenna Wheeler, a Chartered Accountant and Chartered Tax Adviser.
Having joined Morris Owen in February 2012, and after nearly 9 years with the firm Jenna became a partner in January 2021. She works with a varied range of business clients in an expanding portfolio, helping them with the day to day and longer-term business, accounting and tax issues.
Jenna is thrilled to have joined Sterling, coming onboard in October this year stating “After what has been a particularly challenging period for business, we are keen to mark our 75th anniversary and, as always, want to support our local community. I am delighted to have joined Sterling which offers us an opportunity to meet people from all types of industries and different sizes of business in an informal setting where real connections can be made.”