- 6 May 2026
- Posted by: cmadmin
- Category: Uncategorised
Celebrating the legacy of CM Partners co‑founder David Morgan
Staff and former partners of CM Partners recently came together for a special gathering at Mann Benham’s conference space to celebrate the career and legacy of David Morgan, one of the founders of the respected Isle of Man accountancy and TCSP practice.
Under the guise of an internal training session, David and the wider team were surprised to discover that the real purpose of the event was to mark an extraordinary professional journey spanning more than 50 years. Former colleagues Geoffrey Bell and Michael Crowe were also in attendance to help celebrate the occasion.
During David’s tenure, the firm evolved significantly from its earlier incarnation as Crowe Morgan. What began in 2000 as a 15‑strong practice operating from St George’s Street has grown into CM Partners, now employing more than 70 people and serving a client base with an increasingly international reach.
David began his accountancy career with Callow Matthewman, qualifying in 1976 before moving to Fryers Bell. He became a partner in 1980 and spent the next 25 years helping to build a successful and well‑regarded firm alongside Kevin Fryers and Geoffrey Bell.
In 2000, David joined forces with fellow Chartered Accountant Michael Crowe to establish Crowe Morgan. Twenty‑one years later, the firm rebranded, giving rise to CM Partners, CM Trust and CM Associates – reflecting both its growth and its broader service offering.
After more than five decades in the profession, David is now stepping back from full‑time commitments. However, true to form, he is not stepping away entirely. He will continue with the firm in a consultancy capacity, with client relationships already having been smoothly transitioned to the wider director group.
Speaking at the event, Amy Slee, Director at CM Partners, highlighted the lasting impact David has had on both clients and colleagues:
“David excels at building long‑term relationships and becoming a trusted adviser to his clients. He has also been an exceptional mentor to the other directors and the wider team, and is always generous with his time and guidance, both professionally and personally.”
She added:
“The purpose of the gathering was to celebrate David’s achievements as he moves into the next chapter of his career. We knew he wouldn’t step back completely, so we’re delighted he’s staying on with us in a consultancy role.”
With competition for talent within the accountancy profession more competitive than ever, firm culture plays a vital role in attracting and retaining people. David’s legacy is therefore not just measured in years of service, but in the people he has helped develop along the way.
Amy also reflected on what legacy means within the firm:
“At CM Partners, we don’t see legacy as longevity alone. It’s tangible proof that commitment is rewarded and that people can build fulfilling, long‑term careers. Through initiatives such as our in‑house management training programme, ‘The CM Approach’, we continue to invest in developing our people.”
Many of the firm’s current leaders progressed through this culture of training and mentorship, and David’s influence is reflected in the success of those who have gone on to thrive both within CM Partners and beyond.
As David transitions into his consultancy role, CM Partners is proud to continue honouring that legacy – one built on relationships, professional excellence and the long‑term development of people.
