From accountant to adviser: Catherine Morgan on moving from numbers to advice

‘I feel lucky that the profession has moved and matured as I have’

Isabel Baxter
clock • 3 min read

Consilio Financial Planning financial adviser Catherine Morgan talks to Professional Adviser about her career change from accountant to adviser

Catherine Morgan trained as a Chartered accountant originally and went on to pass her Level 4 exam to become a financial adviser in May. In her current role, she is self-employed and works for Surrey-based IFA practice Consilio Financial Planning. Morgan studied English Literature at university. After that, she took the traditional route "many graduates do" and joined ‘big four' accounting firm EY. Over the years her career took her around the world, working on various projects, honing her skills in process improvement, and even diving into fraud investigations. "This experience...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

Isabel Baxter
Author spotlight

Isabel Baxter

Senior Reporter at Professional Adviser

More on People

People Moves: Brown Shipley adds wealth planner to Leeds team

People Moves: Brown Shipley adds wealth planner to Leeds team

Lindy Kroese joins from Balance Wealth Planning

Professional Adviser
clock 19 December 2024 • 1 min read
From photography to advice: Laura Laws on capturing clients' hearts

From photography to advice: Laura Laws on capturing clients' hearts

‘Financial advice seemed like a natural fit – I love people’

Isabel Baxter
clock 21 November 2024 • 4 min read
Taekwondo and financial services changed my life: In conversation with Cairn Independent's Laura Young

Taekwondo and financial services changed my life: In conversation with Cairn Independent's Laura Young

‘The tenets of martial arts are a way of life – integrity is non-negotiable’

Jenna Brown
clock 11 November 2024 • 8 min read