Catherine Morgan Email & Phone Number
Founder of The Money Panel® @ The Money Panel
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Catherine Morgan Location
- St Brelade, Jersey
Catherine Morgan Work
- 2018 -now Founder of The Money Panel® @
- 2021 -now Money Mindset and Somatic work for women @ catherinemorgan.com
- 2019 -now Founder Money StoryTypes™️ @ Money StoryTypes
- 2021 -2022 Money Marketing Columnist @
- 2018 -2021 Self Employed Independent Financial Planner @ Catherine Morgan
- 2020 -2020 Executive at Initiative of Financial Wellbeing @ Initiative of Financial Wellbeing
- 2018 -2019 Radio Presenter @ The Money Mindset Show
- 2018 -2018 Independent Financial Planner - 6 months Contract @ Essendon Financial Planning Limited
- 2016 -2018 Business Development Manager, Paraplanner and Financial Planner @ Self Employed with Twigden Asset Management
- 2015 -2017 Founder - Online gift business @ Gorgeous As
- 2012 -2016 Regulated Premier Relationship Manager IFA - Dip CII-Diploma Qualified @
- 2008 -2012 Regulated Wealth Area Sales Manager - HSBC Offshore @
- 2006 -2008 Premier Independent Financial Advisor - IFA @
- 2003 -2006 Client Relationship Manager @
- 2001 -2003 Core Mortgage Advisor @
- 2000 -2001 Cashier and Interviewer @
- 1999 -2000 Customer Sales @ The Jewellery Store Milton Keynes
Catherine Morgan Education
- AFCPE
Coaching (Financial )
2020-2022 - Milton Keynes College Group
(Psychology)
2000-2002 - Certified Financial Coach
Certified Financial Coach Practitioner
2017 - Karl Dawson
EFT Practitioner (Emotional Freedom Technique) and Matrix Reimprinting Practitioner (Therapeutic Recreation/Recreational Therapy)
2024 - Chartered Insurance Institute
Diploma in Financial Planning
2024 - 2021
-
(Neurolinguistic Programming)
2020 -
(Certified Financial Abuse Practitioner)
Catherine Morgan Summary
- Catherine Morgan, based in St Brelade, Jersey, is currently a Founder of The Money Panel® at The Money Panel. Catherine Morgan brings experience from previous roles at catherinemorgan.com, Money StoryTypes, Money Marketing and Catherine Morgan. Catherine Morgan holds a 2020 - 2022 Coaching in Financial @ AFCPE. Catherine Morgan has 1 emails and 1 mobile phone numbers on RocketReach.
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