Testimonials
Read some of the feedback received from clients.I have found the services very helpful in my financial decisions for my retirement.
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.
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.
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.
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.
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...
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 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...
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 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 ...
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...
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 ...
