Ed joined the team at Niche in 2017 and has been a central part of operations ever since. Now operating from within our Private Clients division, he advises high-net worth clients, including executives and entrepreneurs pre- and post-retirement.

As an Independent Financial Adviser, Ed works closely with other professionals such as private client solicitors, accountants and tax planning specialists, in order to provide financial planning to a wide range of high-net worth individuals.

Ed has been published in the Sunday Times’ VouchedFor guide to the Top Rated IFAs for two consecutive years and has also been nominated for the Young Achiever of the Year award in each of the last three years. He now has his sights set on achieving Chartered status.

Qualifications

Diploma in Regulated Financial Planning

BA (Hons) Business and Management Studies with Finance

AF5 - Financial Planning Practice

Certificate in Mortgage Advice

R01 - Financial Services, Regulations and Ethics

R02 - Investment Principles and Risk

R03 - Personal Taxation

R04 - Pensions and Retirement Planning

R05 - Financial protection

R06 - Financial Planning Practice

CF6 - Mortgage Advice

ER1 - Equity Release