Fiona Morgan.

Manager | Private Clients

About Fiona

Fiona joined PEM in 2015 and is a Manager in our Private Clients team. She is responsible for a portfolio of clients, ensuring their compliance and advisory needs are met. Fiona specialises in internationally mobile clients, residential property, consultant doctors, academics and inheritance tax and trusts.

In 2010 Fiona began gaining experience in a general practice accountancy firm. After qualifying as a Chartered Accountant in 2013 she decided to pursue her interest in tax further and qualified as a Chartered Tax Adviser in 2016. Since joining PEM, she has specialised in private client tax.

Fiona enjoys the variety in her job, stating that no two clients are the same. She likes working as part of a tax team that has incredible depth and breadth of knowledge, and a firm that cuts out the jargon and understands what really matters to our clients.

In her free time, Fiona enjoys running and patchwork quilting!