Catherine Morgan Email & Phone Number

Catherine Morgan Work

• Founder of The Money Panel® @ The Money Panel (January 2018 - Present)
• Money Mindset and Somatic work for women @ catherinemorgan.com (September 2021 - Present)
• Founder Money StoryTypes™️ @ Money StoryTypes (September 2019 - Present)
• Money Marketing Columnist @ Money Marketing (January 2021 - February 2022)
• Self Employed Independent Financial Planner @ Catherine Morgan (July 2018 - January 2021)
• Executive at Initiative of Financial Wellbeing @ Initiative of Financial Wellbeing (January 2020 - August 2020)
• Radio Presenter @ The Money Mindset Show (April 2018 - January 2019)
• Independent Financial Planner - 6 months Contract @ Essendon Financial Planning Limited (February 2018 - July 2018)
• Business Development Manager, Paraplanner and Financial Planner @ Self Employed with Twigden Asset Management (August 2016 - February 2018)
• Founder - Online gift business @ Gorgeous As (September 2015 - February 2017)
• Regulated Premier Relationship Manager IFA - Dip CII-Diploma Qualified @ HSBC (September 2012 - July 2016)
  View Department
• Regulated Wealth Area Sales Manager - HSBC Offshore @ HSBC (December 2008 - September 2012)
• Premier Independent Financial Advisor - IFA @ HSBC (September 2006 - June 2008)
• Client Relationship Manager @ Santander UK (July 2003 - September 2006)
  View Department
• Core Mortgage Advisor @ Santander UK (April 2001 - July 2003)
  View Department
• Cashier and Interviewer @ Halifax (April 2000 - April 2001)
• Customer Sales @ The Jewellery Store Milton Keynes (February 1999 - April 2000)