Testimonials
Read some of the feedback received from clients.I have found the services very helpful in my financial decisions for my retirement.
Nicola has helped me build a plan for retirement by taking time to understand my priorities and circumstances in detail. The service and advice provided have been exceptionally good. I would recommend her without hesitation.
As a long term, same sex couple, we have found Nicola to be a great support during our Financial Planning journey. This has included early home purchases and associated insurances and long term investments. Nicola has understood our specific needs in relation to ensuring we have a sustainable and...
Nicola and her team have provided consistently sound and worthwhile advice which was invaluable to our decisions about our retirement planning. Happy to recommend her sound advice & services to anyone.
Nicola has been assisting the family portfolio for many years including protection and investment advice. Her expertise and guidance has been invaluable. She understands the family’s financial needs and goals, always finding the best solutions to fit the situation, regularly reviewing as the need...
I moved from London to Chicago in 2001 to take up a position as Visiting Artist and Adjunct Professor at the School of Art institute of Chicago. I worked there for 16 years as it was a radical, progressive, forward-thinking institution. I felt a strong sense of belonging as the school had a large...
I have known Nicola for at least fifteen years, formerly financial adviser in the broadest sense and latterly as a trusted friend. As someone with no aptitude for or understanding finance, I was overwhelmed by Nicola’s patience and her natural flair for making things easier to understand. This sh...
I have been very happy with Nicola's advice. I have recommended her to several people who are also happy with her service.
Nicola has given myself & my wife Jo a lot of useful advice with our pension and even our small business. We would not hesitate to recommend her to anyone.
I’m so grateful for the advice provided by Nicola she has expertly dealt with my unusual circumstances effectively implemented a robust Plan B when my personal circumstances changed dramatically. She is very sensitive to the needs of the individual.
Nicola has always been very informative and guided myself by supplying sound and trustworthy advice. This was a new and unknown journey and Nicola has been supportive throughout. I would not hesitate in recommending her.
I have nothing but praise for the service that Nicola has provided. Her advice has been invaluable and she and her staff are always available to help and support. I would not hesitate to recommend Nicola at Moran Wealth Management.
Nicola has provided her expertise and financial knowledge enabling us to feel more secure in our retirement. Professional, friendly, and always replies promptly.
She has given sound advice from start to finish, totally trustworthy and exceptional work ethic on my behalf. I have no issues in recommending her to anyone who is in the market.
A caring, compassionate, and diligent service from Nicola Crosbie and her team. I would highly recommend them.
We have been supported by Nicola for over ten years now and just her advice across all manner of financial matters to be sound and well resorted. We trusted her judgement on all our financial affairs, Nicola takes the time to understand our background and future plans and blends her advice with what...
I have complete faith in Nicola and the team which came from getting to know each other and offering advice in a professional but friendly manner.
Ever since being a client I have always found the support and advice from the team first class. I have every confidence that this will continue.
we have been clients of Moran Wealth Management for 20 years and even though we have now moved to the other end of the country, we continue to use Nicola for all of our financial advice and investments as not only that any advice given has been excellent and stood us on good stead over the years but...
Nicola has provided us with sound and most importantly, trustworthy financial advice for many years. The efficiency of her service and support has been greatly appreciated. We would not hesitate in recommending her and St. James's Place to anyone.
I cannot recommend Nicola and her team enough. They work extremely well together and totally recognise the importance of all round team efforts. This gives me comfort in knowing when I have a query, any one member gives their full attention. Trustworthy, professional, first class comms, commitment a...
Nicola is knowledgeable in financial matters. She's always prompt to respond to requests and I would recommend her services to anyone.
My experience of Nicola dealing with my retirement funds; Nicola was professional and efficient throughout the handling of my case. While my long term workplace somewhat dragged their feet, Nicola maintained a close eye on the case and made a tenacious and fair settlement. I was kept aware of wha...
Nicola worked very hard for us. We were financial novices and relied on her knowledge and expertise of the financial markets. She was readily accessible and willing to explore every avenue to ensure that we were given a workable portfolio. We learned to accept her advice without question and believe...
My wife and I have greatly appreciated the excellent service and advice which we have received from Nicola over a number of years. Not only have her recommended investments performed very well, but we have also found Nicola’s approach to be very personal and attentive with her always making the...
I was recommended Nicola by a friend. Whilst having some knowledge of pension and investments, Nicola was exceptional at explaining the variety of options available to me in a clear concise manner. The service Nicola offers is bespoke and personal to your situation, putting your interest first....
Nicola gave me first class advice with my pensions. I have always found her to be very trusting and very knowledgeable. I could honestly recommend her services to anyone, very happy.
She has shown interest in my personal situation and has taken time to develop an understanding of not only my financial requirements but of my concerns around financial issues. She has provided me with the necessary carefully thought-out advice and support in a variety of ways. She has made a d...
Nicola has been both efficient and helpful to us, and to members of our family, who have now moved to become her clients. We have all found her to be interested in our needs and requirements. Which have been many and varied. We would recommend her.
Nicola Crosbie has been a very understanding person and has helped me with securing my first mortgage 3 years ago. She is always willing to meet in person and answer any questions, as well as providing invaluable advice on managing my finances for my future. I was delighted to have her help me ...
Since my initial investment with St James’s Place a number of years ago now, Nicola’s financial assistance and advice has been priceless to me personally. Her attention to detail and her willingness to go above and beyond on several occasions has led to a very trusting relationship. I would hav...
Nicola and Suzanne have provided an excellent service and exceptional guidance through the mortgage process of buying my first home. Throughout, they have always been very responsive and happy to help. I would definitely use their services for other areas of wealth management and would highly r...
From the first day I contacted Nicola I had the confidence that she would point me in the right direction – which she did. At no time did she try and “flannel” me and truthfully took the time and patience to tell me all the details she had gathered about the “Equity” scheme. She telephoned me w...
I have had exceptional support from Nicola Crosbie. When my husband died, I had little understanding of financial affairs. She has guided me through the settling of his estate and appropriate investments to my changed circumstances. She is extremely professional with a wide knowledge of the fin...
Nicola has taken the time to understand our financial needs and tailors her advice accordingly. She gives great advice and I would not hesitate in recommending her. In fact we have recommended her, and our friends have become her clients as a result.
We have always found her extremely helpful and knowledgeable, we trust her implicitly. She always guides us in the right direction, even when she does not deal with a particular area. We have passed her contact details to family and friends in light of our own very positive experience.
Nicola has been a superb Financial Planner since she started helping my husband and I in 2011. When my husband died suddenly in 2016, Nicola was right next to me to help transfer our joint arrangements to those of mine alone. That support was invaluable particularly when I was traumatised. She ...
Nicola presents a professional, yet warm and friendly approach with her financial advice. She has shown a genuine interest in my life, of which that information has allowed her to provide and recommend appropriate advice for both my lifestyle now and in the future. I would definitely recommend ...
Both Nicola and Mike Moran have provided sound financial advice to both my husband and myself. They are considered with their advice and guidance and are always mindful of our views. I have recommended them to family and friends.
Nicola has been of great assistance to me since I went to her a couple of years ago for financial planning advice. I was recommended a plan suited to my individual needs and I would not hesitate to advise anyone seeking financial planning help to contact her. The service and support have been s...
Nicola was so helpful from the outset and put us completely at ease. She was happy to come to the house which made such a difference for us as my husband has mobility issues. She was so competent and efficient and handled all our paperwork which took the hassle out of everything for us. Nicola’...
She is diligent and efficient in dealing with any queries I might have. I appreciate and feel confident in the advice she gives me and would have no hesitation in recommending her to friends and colleagues.
I had been meaning to consult a financial adviser for years and am so glad I eventually did. Nicola was recommended to me by a mutual friend. She provided me with sound advice and went above and beyond what I requested. It is a very personal service and Nicola was always available at short noti...
Nicola has helped me understand and organise my finances with a level of care and diligence I was not expecting. She has given me exceptional advice and shown a genuine desire to ensure I get the most from my money and circumstances. Nicola is extremely professional but gives a personal touch t...
Nicola, always put our interests first by giving sound and trustworthy advice, she has sucessfully helped plan our financial future. For her it is the face to face relationship that she has with us that has helped develop solutions to suit our requirements. The service and support has always be...
Over the 14 years I have been associated with Moran Wealth Management I have found them to be very courteous, trustworthy and professional in their approach to Financial Advice & the services they offer that would best suit my situation. They do not baffle you with unnecessary financial jar...
Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
Moran Wealth Management have been my financial advisers for many years. Nicola's knowledge and professionalism inspires confidence which has been backed up by excellent returns on my investments. However, it is when the unexpected happens that you fully appreciate the personal service Nicola and ...
This service has changed my life with their dedication and professionalism. They are not just another financial services company. They really care about their clients. I would recommend them to anyone.
