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Aled Phillips BA (Hons) FPFS Chartered FCSI

Commercial 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 a Fellow of the Personal Finance Society and a Chartered Fellow of the Chartered Institute for Securities and Investment - one of a small number of advisers to hold both designations.

In addition to his Chartered Status, Aled has passed the PCIAM exam, which is a high level, globally-recognised qualification tailored to advising high net worth individuals. He has also been published in both The Times and The Telegraph as a "Top 250 Rated UK Financial Adviser"‚Äč in the 2018/19/20/21/22 guides by Vouchedfor, which is based on positive client testimonials.

As Commercial Director at Niche, Aled specialises in financial planning for business exits and liquidity events and works with professional contacts including tax advisers, solicitors and attorneys / deputies, and maintains Niche's relationships with corporate contacts and introducers. He also has experience in the Charity sector advising trustees on their financial planning requirements and the investment of their endowment funds.

Outside of work, Aled enjoys keeping fit and has taken part in numerous fundraising runs and marathons across the country. He is also the proud father of two children - Edie and Seb - all of whom keep him and his wife, Aimee, on their toes whenever Aled's not busy with clients.

Qualifications

Fellow of The Personal Finance Society

Chartered Fellow of the Chartered Institute for Securities and Investment

Chartered Financial Planner

Advanced Diploma in 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 

Awards

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
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