Niche

Independent Financial Adviser Capital Tower, 9 Greyfriars Road, Cardiff, South Glamorgan, CF10 3AD
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
16th September 2019
Receiving the right advice has never been more rewarding. You're just a few clicks away from discovering that for yourself.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Building your home
    • Buy to let
    • Buying first home
    • Equity release
    • High loan to value
    • Next home / Remortgaging
    • Self-employed mortgages
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Ray Adams APFS, Certs CII (MP & ER)
Chairman | Chartered Financial Planner
Accreditations
Chartered Financial Planner
Matt Wiltshire BSc DipPFS Cert CII (MP)
Managing Director | Independent Financial Adviser
Aled Phillips BA (Hons) APFS Chartered MCSI
Ops Director | Independent Financial Adviser
Accreditations
Chartered Financial Planner
Adam Hughes DipPFS CeMAP
Independent Financial Adviser
Tom Powell BA (Hons) DipPFS Cert CII (MP & ER)
Independent Financial Adviser
Matt Millard CertPFS
Independent Financial Adviser
Robyn Aubrey BSc (Hons)
Independent Financial Adviser
What our clients say
A tailored service that's made to measure; a high quality outfit ! I've found Ray and his team to be attentive, professional and genuinely interested in their client's wellbeing. None of the usual flannel or hard sell tactical commission, but they've shown a genuine interest in providing long term solutions tailored to meet my aims and ambitions. Many thanks, Richard.
Richard Winterbottom, Cardiff
Diolch Yn Fawr! Thank you Niche. Dealing with Niche was a dramatic eye opener for me! I had previously used a bank and only when I met with Ray did I realise how I had been taken advantage of for years! My investments are now growing really nicely. Money well spent. 5 stars for sure. Pleasure to deal with you.
Mr M Wain, Newport
I highly recommend Niche CFP to anyone. I have used their services for a few years and have always got an excellent, professional service. They are prompt, professional, courteous and they have a responsible attitude to their clients. I will happily continue to use their services for my financial needs.
Rhydian Jenkins, Pontypridd
Where to find us

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

Make an enquiry
About us

Niche is an employee owned business - all our advisers and staff possess a shareholding in the company. This means we go above and beyond to provide you with a great service, ensuring you receive the highest quality financial advice.

Our services

Here at Niche, you will...

• Get independent advice: Independent 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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£500,000
Minimum mortgage value
£500,000
Compliance

Niche Sport & Finance Ltd is authorised and regulated by the Financial Conduct Authority (No. 748261). Registered in England & Wales at 12 Waterside Court, Albany Street, Newport NP20 5NT (No. 10072360).

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