She was announced as the award winner at the wealth manager’s 5th Annual Chartered Symposium, a hybrid event which took place at SJP’s main office in London and was streamed online this week. 

Among the main award winners were:

• Nicola Crosbie of Moran Wealth Management near Glasgow as 2021 SJP Chartered Planner of the Year

• In a new award, Callum Hamilton of Tweed Wealth Management won SJP Paraplanner of the Year

• Anderson Financial Management won SJP Chartered Firm of the Year

SJP, which has more than 4,500 partners, says that the Chartered Financial Planner award recognises an individual who has “raised professional standards and demonstrated a commitment to their profession and to their clients within their area of expertise.” 

Award winner Ms Crosbie is one of 1,022 St James’s Place partners and advisers to have achieved Chartered Planner status. She has 20 years' experience in financial advice, establishing Moran Wealth Management, a senior partner practice of St James’s Place, in 2010. 

She is a Chartered Financial Planner and Fellow of the Personal Finance Society and provides advice to individuals on wealth management and businesses looking for corporate Financial Planning. She is also an accredited Society of Later Life Adviser and holds a master’s degree in wealth management from Loughborough University. 

Ms Moran said: “I’m delighted to be named SJP’s Chartered Planner of the Year. As a Chartered Planner, my main objective is to provide high quality financial advice to clients and I’m honoured to have been recognised by SJP given the high standards this industry requires of us.”

Two new award categories were also unveiled at the symposium. Callum Hamilton of Tweed Wealth Management was named St James’s Place 2021 Paraplanner of the Year and Anderson Financial Management was awarded Chartered Firm of the Year.

Mr Hamilton joined Tweed Wealth Management, a senior partner practice of SJP, in 2017 as a Paraplanner before assuming the role of technical manager at the firm in 2020. He holds an Advanced Diploma in Financial Planning and is a Chartered Associate of the London Institute of Banking and Finance. 

Anderson Financial Management, based in the South West, is also a senior partner practice and was established in 2007 by Tony Anderson FPFS. The firm provides financial advice to entrepreneurs, directors, partners and charities in the South West region.

Edward Grant, director responsible for professional development at St. James's Place, said: “This is an incredible achievement for all three of our winners: Nicola Moran, Callum Hamilton and Anderson Financial Management. Now in its fifth iteration, it’s great to be able to introduce two new awards at our annual Chartered Symposium and better showcase the breadth of talent within our partnership.”

St James’s Place says that over 23.8% of its partners and advisers now hold a Chartered title awarded by one of the professional bodies, including Chartered Financial Planner, Chartered Wealth Manager, Chartered Associate and Chartered Financial Analyst.