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...

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