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Catherine Morgan

Financial Planner

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catherine.morgan@postcardplanning.co.uk07964096429

Catherine has 20 years of experience in financial services. Her area of expertise is simplifying the complicated jargon, and in particular helping women to be financially independent and resilient.

When she’s not meeting with clients, Catherine spends most of her time creating videos and podcasts to help women to look after their financial wellbeing. She is also a director for the Initiative for Financial Wellbeing; helping financial professionals to encourage their clients to focus on being happy as well as wealthy.

She uses financial coaching to help her clients understand how they can transform their relationship with money, so that the financial plan we create sticks! Catherine loves the approach of the Postcard team; embracing technology, simple processes and relationships, and making money fun!

Catherine lives in a little village on the outskirts of Milton Keynes and is mum to two cheeky boys. She loves reading, listening to podcasts and playing guitar with her children.

You can also catch her on the football field at the weekend and snuggled up with a good Netflix documentary on an evening.

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