Catherine Morgan in

Catherine Morgan

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CEO and Founder of The Money Panel® at The Money Panel
📍 St. Brelade, Jersey

Catherine Morgan is the founder of The Money Panel® and a best-selling author specializing in the psychology of money. A Certified Financial Coach with a Diploma in Financial Advice (DipFA), she trains professionals on the emotional aspects of finance. People often describe her as wise, engaging, and transformational.

Driven by her own past struggles with debt, Catherine is passionate about helping women achieve financial resilience. She is a mother who openly shares personal stories, including her sons recovery from a serious illness, to connect with and inspire her audience on a deeper level.

Her perspective on life and money was profoundly shaped when her son survived a meningitis outbreak at just five weeks old.

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Experience
26 Years
Current Role
CEO and Founder of The Money Panel®
Job Level
Leadership
Location
St. Brelade, Jersey
Personality Overview

How Catherine shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Catherine cares about

Money Psychology
Her entire career is focused on the emotional and psychological behaviors behind financial decisions, moving beyond traditional advice to address the root cause of money habits.
Financial Coaching
As the founder of The Money Panel®, she is dedicated to training and certifying other professionals with a proven framework to transform their clients' financial behaviors and outcomes.
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Career

Work history

1-2018
CEO and Founder of The Money Panel®
The Money Panel
9-2021
Money Mindset and Somatic work for women
catherinemorgan.com
9-2019
Founder Money StoryTypes™️
Money StoryTypes
1-2021 - 2-2022
Money Marketing Columnist
Money Marketing
7-2018 - 1-2021
Self Employed Independent Financial Planner
Catherine Morgan
In the press

Media appearances

Catherine Morgan Podcast – The Money Panel. Featured in catherinemorgan.com
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The Money Panel Podcast – Category Page. Featured in The Money Panel (themoneypanel.co.uk)
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Education
Certified Financial Coach Practitioner
Certified Financial Coach
2020 - 2022
Coaching
AFCPE
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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