Niche

Independent Financial Adviser  Kingston House, Lydiard tregoze, Wiltshire, SN5 8UB
First meeting at adviser's own cost
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
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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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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy to let
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Buying commercial property
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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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Right to buy
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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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Offshore investments
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Socially responsible investments
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Traded endowment policies
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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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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Life insurance
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Payment protection insurance
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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 private medical insurance
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 23rd January 2020
Meet our advisers
Aled Phillips BA (Hons) APFS Chartered MCSI
Ops Director | Chartered Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

Accreditations
Chartered Financial Planner
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
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 Matt 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.
Myron, 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, Pontypridd
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.

Where to find us

Kingston House, Great Western Way, Swindon, Wiltshire, SN5 8UB

Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£500,000
Minimum mortgage value
£500,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 23rd January 2020

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