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

News editor at Professional Adviser

More on People

People Moves:  Quilter adds technology adoption director Tim Freeman from Openwork

People Moves: Quilter adds technology adoption director Tim Freeman from Openwork

Adviser facing role

Professional Adviser
clock 06 November 2026 • 1 min read
Andrew Mountbatten-Windsor summoned to give evidence in adviser fraud trial

Andrew Mountbatten-Windsor summoned to give evidence in adviser fraud trial

To appear in court in December

Isabel Baxter
clock 04 November 2026 • 2 min read
Plannr names Guy Tolhurst as CEO

Plannr names Guy Tolhurst as CEO

Follows 18 months working with leadership team

Sophia Panayi
clock 02 November 2026 • 2 min read