Disciplinary outcome: Dawn Morgan
Order by consent
In the matter of
Dawn Morgan FMAAT
Business name
Morgan Scott Accountants Limited
Membership number
169616
Date
22 July 2025
Misconduct
- She provided an unregulated probate service for the estate of “Client X” via Morgan Scott Accountants Limited
- She failed to hold clients’ money in full compliance with paragraph 18 of AAT’s Clients’ Money Policy.
Finding
By reason of the conduct set out in the Allegations above, Dawn Morgan is guilty of misconduct pursuant to Article 21 of AAT’s Articles of Association.
Order
- Reprimanded for a period of two years
- Fined £1,500
- Warned about her future conduct.
Consent
The decision of the Investigations Team shall stand as an Order of the Association pursuant to Regulations 5.2 and 5.3 of the Disciplinary Regulations.
