Catherine Morgan is a multi-award winning qualified financial planner and money coach, on a mission to change the financial services industry from one of complicated financial products to one that helps educate in simple language with no financial jargon (and no suits!).

She is the founder of The Money Panel and The Money Circle ®

In 2018 and 2019, she was nominated as a Finalist for 3 Awards in the Women In Financial Services Awards and in 2019 she won a Highly commended award for ‘Role Model of the year’ 2019.

In 2018 and again in 2019, her Money podcast “In her Financial Shoes” was nominated as a finalist for UK Money Blogger SHOMO award for Best Money Podcast. 

She has been featured in Forbes, The Telegraph, Stylist, Good Housekeeping, Closer, The Daily Mail and Huffington Post.

She also is a Co-author for an Amazon best-selling book, ‘The Woman I’m becoming,” inspiring teenage girls as they approach life’s challenges and crossroads.

In 2019 Catherine has joined as a Director for the Executive of, ‘Initiative for Financial Wellbeing.’ The initiative is to bring people together under the umbrella of money and happiness, to help clients to become happier not just wealthier.

One thing Catherine is passionate about is getting people talking about money. Catherine regularly produces video content in her community in her pj’s to get others to relax around the taboo subject of money!

In this interview you will learn:

1: Therapy can help, but you have to find the right therapy for you

2: When you have money troubles, identify what emotion is making you feel uncomfortable

3: Our beliefs are often handed down to us generationally

4: In the Coronovirus situation, aim for progress, not perfection