Geeta Morgan

Partner, Financial Services

background

Geeta’s expertise in and passion for finance services audits has been built over her entire career in accountancy.

This specialist experience of auditing financial services entities includes:
  • FCA authorised businesses
  • Private equity
  • Real estate funds
  • Banks
  • Asset managers

    Geeta complements this audit expertise with a specialist understanding of corporate tax, as a Chartered Tax Adviser. This enables her to combine reviews of financial statements with related tax reviews.

    Geeta is also a member of the Chartered Institute for Securities and Investment and a member of the International Compliance Association.

    Geeta has over 15 years of experience in senior audit roles at leading accountancy firms. Her career has included BDO, Grant Thornton and most recently Mazars. She joined BKL as a partner in 2023.

    Geeta is closely involved with Toastmasters International, which helps people develop public speaking and leadership skills, as President of Toastmasters’ London Business School branch.
  • background

    Geeta’s expertise in and passion for finance services audits has been built over her entire career in accountancy.

    This specialist experience of auditing financial services entities includes:
  • FCA authorised businesses
  • Private equity
  • Real estate funds
  • Banks
  • Asset managers

    Geeta complements this audit expertise with a specialist understanding of corporate tax, as a Chartered Tax Adviser. This enables her to combine reviews of financial statements with related tax reviews.

    Geeta is also a member of the Chartered Institute for Securities and Investment and a member of the International Compliance Association.

    Geeta has over 15 years of experience in senior audit roles at leading accountancy firms. Her career has included BDO, Grant Thornton and most recently Mazars. She joined BKL as a partner in 2023.

    Geeta is closely involved with Toastmasters International, which helps people develop public speaking and leadership skills, as President of Toastmasters’ London Business School branch.
  • SPECIALIST TOPICS

    Asset Managers
    Assurance Review
    Audit Services
    FX Clearers & Traders
    Specialist Audit
    Voluntary Audit

    Experienced specialist in financial services audits

    INSIGHTS

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    NICOLA HALL

    BILSHAN MENSAH

    Sam Inkersole

    In 2022, Sam won the Taxation’s Rising Star award at the Taxation Awards in and was named in the Accountancy Age 35 Under 35.

    Jon Wedge

    While Jon’s client work focuses on the financial services sector, he also oversees the firm’s assurance service, as well as supporting the trainees following in his footsteps.

    ELANA DIMMER

    Elana joined us in 2017 as an ACA trainee, after graduating from Durham University where she had studied languages. She is now a manager in our assurance team.

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