Catherine Morgan – Financial Planner & Coach

Catherine joined the financial services at the age of 19 and working in a male-dominated sales environment, she learnt a lot about personal finance. She also learnt what people struggled with when it came to managing their money. There was a common thread – lack of education about basic money matters and a heavy influence
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Making Tax Digital

The time has come At PBT our aim is to keep you up to date, informed and knowledgeable of any changes happening in the finance sphere. Once such change that has recently come in to play is MTD, Making Tax Digital. The purpose of which is to “modernise” the tax system. If you are ahead
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