Nicola Crosbie, of Lochwinnoch-based wealth management firm Moran Wealth Management, has won the Retirement and Later Life Advice Specialist award at the annual Personal Finance Awards in London.
The Personal Finance Awards recognise and celebrate outstanding individuals and firms who strive to deliver exceptional consumer outcomes within the financial planning profession.
These exceptional individuals have demonstrated outstanding achievements and contributions in their respective fields, and their dedication to excellence has earned them this prestigious recognition.
Moran Wealth Management, a Senior Partner Practice of St. James’s Place, works with entrepreneurs, investors, and individuals from all walks of life to plan ahead for the best possible financial future, for themselves and for their families.
Nicola Crosbie, Director of Moran Wealth Management, said: “Supporting older, often vulnerable clients to plan ahead with confidence has always been incredibly important to me, and I’m thrilled to have this recognised by the PFS. I have always believed that expertise and empathy are equally important qualities in financial advice, and at Moran Wealth Management we strive to ensure our clients receive both.”
Edward Grant, Director responsible for professional development at St. James’s Place, said: “We are immensely proud of Nicola, who has demonstrated a commitment to investing in her own personal development and delivering great client outcomes. The coveted PFS Awards are the pinnacle of recognition.”
About St. James’s Place
St. James’s Place (SJP) is a leading UK wealth management organisation. Founded in 1991, SJP was listed on the London Stock Exchange in 1997 and is a FTSE 100 company with over £158 billion funds under management. The company provides face-to-face advice to clients based on their individual needs and circumstances, adapting the advice as requirements change over time to ensure that recommendations remain appropriate.
Headline photo: Nicola Crosbie (middle), of Lochwinnoch-based wealth management firm Moran Wealth Management