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.
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