About Nicola Crosbie

Nicola Crosbie

DipPFS, MSc

"As a Chartered Financial Planner and Director of Moran Wealth Management, I work with individuals and business owners from all backgrounds, supporting them towards their life and business goals, and empowering them to take control of the things that really matter to them."

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About

As a Chartered Financial Planner, my job is never ‘just’ about managing money: it’s about working with people. That’s what drew me to my career in wealth management in the first place, and every day I’m inspired by the variety of people that I meet.

I have built Moran Wealth Management around my commitment to real, lasting relationships. I take a coaching approach when I work with clients, because I believe it’s important that people should feel as well-informed and empowered as possible when making decisions that may determine their financial futures. 

I believe that it’s never too soon to start learning the basics of good money management, and through Moran Wealth Management I am committed to providing financial education opportunities for children and adults of all ages.  

On a personal level, I’m passionate about the power and importance of education at every stage of life, and I hope that I will never stop learning. I’m proud to say that I achieved my first degree at Art School before building my career in the financial services. Today I am a Chartered Financial Planner, a full Partner of St James’s Place Wealth Management, a Fellow of the Personal Finance Society, an accredited Society of Later Life Advisor, and in 2019 I was awarded a Masters Degree in Wealth Management from Loughborough University. I take every opportunity to invest in my own continual professional development and actively encourage the Moran Wealth Management team to do the same.  

Outside of the office, I’m a busy mum of three. My love for theatre and the arts has never left me, and I love experiencing new things, places and cultures; reading a good book; getting outdoors and visiting buildings – especially bridges and churches – and spending time with close friends. 

Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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The Partner Practice 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Moran Wealth Management Ltd is registered in England and Wales, Number SC369283. Registered Office: 26 Church Street, Lochwinnoch, Scotland, PA12 4AD.