1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. Wales
  6. breadcrumb-arrow
  7. Cardiff
  8. breadcrumb-arrow
  9. Castle
  10. breadcrumb-arrow
  11. Niche Ethical

Niche Ethical

Independent Financial Adviser  Capital Tower, Cardiff, South Glamorgan, CF10 3AD
check
FCA authorised
Last authorised 14th June 2021
If you want to meet your financial goals and objectives without environmental or ethical compromise, Niche Ethical can offer you a full investment service that takes into account how it affects the world around us.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying first home
check
Equity release
check
High loan to value
check
Next home / Remortgaging
check
Self-employed mortgages
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Small business
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Meet our advisers
MR Aled Phillips BA (Hons) APFS Chartered MCSI
Ops Director | Chartered Financial Planner
MR Matt Wiltshire BSc DipPFS Cert CII (MP)
Managing Director | Chartered Financial Planner
MR Ray Adams APFS, Certs CII (MP & ER)
Chairman | Chartered Financial Planner
Mr James Baker
Independent Financial Adviser
Mr Ed Peach
Independent Financial Adviser
About us

Niche Ethical, part of Niche Chartered Financial Planners, are a multi award winning firm who are able to offer you a full ethical investment service. This means you'll be able to meet your financial needs without compromising your environmental and ethical values. If you would like to find out more, please feel free to contact us and arrange an initial meeting free of charge with no obligations.

Our services

Here at Niche, you will...

• Get independent advice: Chartered Financial Advisers have access to the whole of the market. This means you'll receive advice that is truly tailored to your situation. No matter what.

• Pay a fixed fee: A fixed fee means your costs are fixed from day one. So you'll know exactly what you are paying for and how much it will cost you from the very beginning.

• Receive a great service: A great service starts with a great team. And because we are owned by our employees, you can guarantee we'll go above and beyond.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Niche Sport & Finance Ltd is authorised and regulated by the Financial Conduct Authority (No. 748261). Registered in England & Wales at 5 & 6 Waterside Court, Albany Street, Newport NP20 5NT (No. 10072360).

Capital Tower, 9 Greyfriars Road, Cardiff, South Glamorgan, CF10 3AD

Similar advisers near you

WHIreland Wealth Management
Independent Financial Adviser 0.18 mi
We provide expert advice you can count on, in areas such as investments, retirement or pension planning.
 
See profile
Thomas Duffy Ltd
Independent Financial Adviser 0.24 mi
Clear, Consise, Financial Advice.
 
See profile
Create Wealth Management Ltd
Independent Financial Adviser 0.61 mi
Chartered Financial Planners providing advice to clients who want to make good decisions with their personal finances.
 
See profile
LUNA Financial Planning Ltd
Restricted - whole of market 0.98 mi
Kelly offers a free initial no obligation pension review service looking at all types of pensions from private to workplace
 
See profile