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Nicola Crosbie

Nicola Crosbie

Chartered Financial Planner

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Scotland

About me

With 20 years’ experience behind her, Nicola takes a coaching approach to financial advice, helping even the most nervous investors to take control of their financial situation by empowering them to make more confident, positive decisions for the future. Based in Lochwinnoch, Scotland where she is the Director of Moran Wealth Management Ltd, thanks to secure remote-working practices Nicola supports clients all over the UK.

Passionate about the power of education and the importance of using financial advice as a force for good in society, Nicola holds a Masters in Wealth Management and is a Chartered Financial Advisor, a Fellow of Personal Finance Society, and an accredited Society of Later Life Advisor. Moran Wealth Management meanwhile is proudly accredited by the Good Business Charter, and supports the most vulnerable groups in the local community through a structured programme of regular charitable giving. An art lover, Nicola is never happier than when learning new skills or spending time with family and friends – but never in high places!

Moran Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products.

My details

I like helping people on:

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Pensions - I’m approaching retirement

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Inheritance planning

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Pensions – I’m retired

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Insurance

My qualifications:

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Chartered Financial Planner

My charging model:

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Ongoing % fee