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IFA

Whether you're seeking to retire early, purchase that first home or simply take control of your finances, Niche IFA offers independent fixed fee financial advice tailored to your situation.

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Private Clients

Independent financial advice tailored to high net worth individuals and families, Niche Private Clients offers experience and expertise to assist you in making long term plans for you and future generations.

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Ethical

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.

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Financial advice for everyone

Receiving the right financial advice has never been more rewarding and you're just a few clicks away from experiencing that for yourself. To get started, please select the right financial advice for you from one of our specialist divisions below.

IFA
Niche IFA

Whether you're seeking to retire early, purchase that first home or simply take control of your finances, Niche IFA offers independent fixed fee financial advice tailored to your situation.

Continue to site
Private Clients
Niche Private Clients

Independent financial advice tailored to high net worth individuals and families, Niche Private Clients offers experience and expertise to assist you in making long term plans for you and future generations.

Continue to site
Ethical
Niche Ethical

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.

Continue to site

Experience a new level of service

As an employee-owned firm, we have a team that will go above and beyond to not only provide you with the highest quality independent financial advice, but ensure you also receive an outstanding service from start to finish.

Get independent advice

Independent financial advisers have access to the whole of the market. This means you'll receive advice that really is 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 to provide you with a great service.

Start your journey today

Ready to get started? We'd love for you to get in touch with us and start your journey today. You can either contact us (opening hours 9am - 5pm Monday to Friday) or create a secure Portal account which will enable you to send us basic information to help speed up the initial process as well as access our business documents.

Our team is based in our head office in Newport, South Wales, right next to the Brynglas Tunnels. We also have a number of meeting spaces available in Llanelli, Cardiff, Bridgend, Bristol, Swindon, London and Cheshire.

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Chartered Financial Planners
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