Aled Phillips BA (Hons) FPFS Chartered MCSI

Ops Director | Chartered Financial Planner

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

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. In 2020 Aled also became a Fellow of the Personal Finance Society - the highest level of accreditation a financial adviser can achieve.

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.


Fellow of The Personal Finance Society

Chartered Financial Planner

Chartered Member of the Chartered Institute for Securities and Investment

Advanced Diploma in Regulated Financial Planning

IFS Diploma in Financial Planning

BA (Hons) Business Studies with Finance

Pension Transfer Specialist

AF1 - Personal tax and trust planning

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 


VouchedFor Top Rated Financial Adviser 2020

VouchedFor Top Rated Financial Adviser 2019

VouchedFor Top Rated Financial Adviser 2018

VouchedFor Top Rated Financial Adviser 2017

Chartered Financial Planners
Back to top