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  11. Aled Philips (of Niche Chartered Financial Planners)

Aled Philips (of Niche Chartered Financial Planners)

Independent Financial Adviser  15 Brynymor, Carmarthenshire, SA15 5DX
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FCA authorised
Last authorised 16th May 2022
I am a Chartered Financial Planner, which is the highest level of qualification for financial advisers. I am a Director of Niche IFA, a multi award winning firm of Chartered Financial Planners. My goal professionally is to help clients identify, achieve and maintain their desired lifestyle through financial planning.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Aled Phillips BA (Hons) APFS Chartered MCSI
Ops Director | Chartered Financial Adviser
About us

Niche Chartered Financial Planners are a multi award-winning firm, owned 100 per cent by its employees - 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 a Chartered firm owned by our employees, you can guarantee we'll go above and beyond.

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    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).

Adviser unavailable
This adviser is currently out of office and not available for contact

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