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Aled Phillips BA (Hons) APFS Chartered MCSI

Ops Director | Chartered Financial Planner

Aled has been awarded Chartered status, meaning the advice he now provides is the gold standard within the industry (click here to learn more). He is also a Chartered member of the Chartered Institute for Securities and Investment and is one of a small number of advisers to hold both.

Among many qualifications he has also passed the PCIAM exam, which is a high level, globally recognised qualification tailored to advising high net worth individuals.

Aled is the Operations Director at Niche and the Head of Niche Private Clients, advising high net worth clients, including executives and entrepreneurs pre and post retirement.

Qualifications

Chartered Financial Planner

Chartered Member of the Chartered Institute for Securities and Investment

Diploma in Regulated Financial Planning

IFS Diploma in Financial Planning

BA (Hons) Business Studies with Finance

Pension Transfer Specialist

AF4 - Advanced Investment Planning

AF5 - Financial Planning Process

PICAM - Private Client Advice and Management (Level 6)

AF7 - Pension Transfer Specialist

CISI - Certificate in Pension Transfers (Level 6)

Certificate in Discretionary Investment Management

R01- Financial Services, Regulations & Ethics

R02 - Investment Principles and Risk

R04 - Pensions and Retirement Planning

R06 - Financial Planning Practice

J10 - Discretionary investment management 

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