Trust is built on
real experiences
What our clients say about working with Moran Wealth Management, from clarity and confidence to long-term peace of mind. Real feedback from people who value clear advice, thoughtful planning and relationships built to last.
Audrey Doig
I have found the services very helpful in my financial decisions for my retirement.
Alan Hook, Houston
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.
Kimberly Jardine, Glasgow
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 needs grow and change. I highly recommend Nicola to others seeking trustworthy financial guidance. She is professional, friendly resourceful, knowledgeable and gives 100% commitment to the job
Fraser Taylor
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 population of LGBTQ+ students’ staff and faculty and as a gay man that was important. On returning to live in Scotland in 2017 it was a priority to find similar communities and contemporaries that were equally inclusive and embraced diversity. I desperately needed financial advice to secure a stable future and Nicola Crosbie was recommended to me by a longstanding friend. I have been working with Nicola ever since. She is non-judgemental and accepting and understanding of my professional status and personal life. She speaks from a position of being an equal and presents her advice and knowledge thoughtfully. Nicola is supportive, accessible and our communication is open and empathic providing a safe, secure working relationship.
Gerry Kelly
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 she achieved, through empathy, and a understanding of my embarrassment at the state of my finances. I liked and trusted her immediately. After only a few meetings, she turned everything around for me and I felt confident in the decisions Nicola helped me make. Her approach is both gentle and methodical and I appreciated the clear-out of my cluttered filling system and the new, simple alphabetical one I use now. Subsequently. I have guided many friends who are confused by financial jargon to Nicola. Her intelligent competence never overrides her ability to speak with clarity or her gift of the common touch.
Jane Walker
I have been very happy with Nicola's advice. I have recommended her to several people who are also happy with her service.
Ivan Minucci, Lochwinnoch
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.
Angela Masteron, Edinburgh
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.
Shona E. Finnie, Lochwinnoch
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.
Lorraine Costaglione
Nicola has provided her expertise and financial knowledge enabling us to feel more secure in our retirement. Professional, friendly, and always replies promptly.
Roy Steven, East Kilbride
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.
Lorne Mckie, Beith
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.
Sheila & Stephen Moffat
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.
Allison Davies
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 an service above and beyond all throughout the covid pandemic and lockdown lines of communication were kept open. Thank you!
George Gillies, Alexandria
Nicola is knowledgeable in financial matters. She's always prompt to respond to requests and I would recommend her services to anyone.
David Walker, Glasgow
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 that we have profited from her advice and support. We would not hesitate to recommend her to anyone.
Alastair Johnstone, Glasgow
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. I would highly recommend Nicola and have subsequently recommended friends who have also become clients of Nicola.
Angus McTaggart
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.
Anne Hind
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 difficult situation as pleasant as possible. She has achieved a good financial result for me. The service has always been efficient, effective and easily accessed. The information has always been presented in a manner I have been able to understand.
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.
C. Tham, Glasgow
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 with the renewal of my mortgage last year and I know that I can trust her with my money. I have already recommended her to my friends who have also only had positive experiences. Receiving personal cards for events always makes me feel valued as one of her customers.
Colin Fraser, Largs
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 have no hesitation in recommending her to anyone, as I already have done previously.
Eleanor Spalding
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 financial world. She keeps up to date through personal development and always puts my best interests first. She is very approachable and understanding. I can wholeheartedly recommend her.
Gillian McCulloch, Gourock
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.
Graham & Joan Kilpatrick, Glasgow
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.
K. Valentine
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 to anyone looking for a safe haven for their finances.
Susan McGuigan
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 to her services that has already led me to recommend her without hesitation to several friends.
Martin Gillies, Norwich
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 her team provide. Their support and advice at very short notice in sourcing the best financial products and restructuring my investments has been invaluable. I cannot recommend Moran Wealth Management highly enough, the service they provide is second to none.
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