Financial Planner | Catherine Morgan

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Catherine Morgan (Buckinghamshire)

Financial Coach For Women. The Money Panel Ltd

About Catherine

I used to call myself “The Emotional Spender.” After years of bullying and eating disorders, I overspent whilst earning a high salary in an attempt to fill a void in my life. I understand what it's like to deal with emotional trauma. I turned my life around and now help women to do the same.

I am a qualified financial adviser and became very frustrated with the financial jargon in the industry and lack of women in the profession. I created The Money Panel to help demystify all things financial and to help educate women.

As a financial coach and financial planner I help women to identify their money habits and look after their financial wellbeing when they’re going through emotional turmoil such as divorce.

We build a financial plan together to provide you with the confidence to make those important decisions when you are going through a divorce. I can also give advice on pension sharing orders. In 2018, I was nominated for 3 Awards in the Women In Financial Services Awards and became a best selling author in 2019 with a collaboration book ‘The woman I’m becoming,” to inspire young women who suffer with life challenges.

Testimonials

“Catherine is warm, friendly and approachable. The money panel is a much needed service, filling a gap in the market, offering straight forward and simplified financial advice. I would highly recommend Catherine for those who need help to manage their finances.” Sarah Annis

“My first session with Catherine will pay for the whole programme many times over!” Lisa Wynn

How I can help

Financial Planning to help you decide what options to take during your divorce
Financial Planning post divorce to help you plan for a confident financial future
Financial money coaching to help you create a spending plan and manage your money
Guidance on money matters including improving habits and relationship with money, budgeting, investing, pensions and borrowing
Podcast ‘In Her Financial Shoes’ available on iTunes https://itunes.apple.com/gb/podcast/in-her-financial-shoes-podcast/id1449065629?mt=2
and Spotify https://open.spotify.com/show/4ROazdeiXDFnz8OFo1xdKf
Free Facebook Community www.facebook.com/groups/themoneypanel/
The Money Panel Blog is filled to the brim with great content and advice.

Services (done via Zoom or Face to Face)

One to one coaching - 3 month coaching programme
One to one coaching - one off sessions
Financial Plan creation
Online Courses
Workshops for companies
Speaker for events
The Money Panel Blog is filled to the brim with great content and advice.

Prices (as of March 2019)

One off session - £200
Financial Plan creation - £500
3 month Coaching - Prices on request
Please email me for a quote or book a complimentary call here: themoneypanel.co.uk/contact-2/