Great service, every time

Don't just take our word for it. If you want to find out more about the service we can provide to you, take a look at a selection of stories through the years. You will also have the chance to write your very own review.

Making finances and the investment process easier to understand

Aled is first class. I don’t hesitate to recommend him to my clients. I deal with high-end catastrophic injury clients and his people skills are second to none. He takes all of the cloak and daggers stuff out of financial advice, and I love his ‘no nonsense’, clear approach. Aled is my personal financial adviser, but I recommend him to many of my clients, especially those needing long-term investment for life.

Aled makes finances easier to understand and gives you the confidence to make your investments whilst understanding the process. He was recommended to me by a Deputy who works with vulnerable people, because she could see how much he cared about doing the right thing when so many just don’t.

Rose Gibson

Friendly, clear approach to explaining all the options

I had a complex set of retirement circumstances which really needed specialist advice. James has a friendly, clear approach to explaining all the options. James uses the tools at his disposal really well and is completely happy to show other alternatives to make choices clearer.


Made sure everything went smoothly.

Matt & the team were very helpful, knowledgeable & explained everything to me in plain English, they gave me regular updates throughout the whole process & made sure everything went smoothly. Highly recommended.

David Ball

Recommending the best options for my future pensions.

I started a new business and needed to consolidate my pensions, take out a new pension plan and set up in an income protection policy. Niche were able to find pensions from previous employers I didn’t know I had, along with recommending the best options for my future pensions. I was delighted to have been able to consolidate my pensions, now I don’t have to worry about money being split between multiple providers.


I ended up moving into the house I wanted, and my life was insured.

I was looking for my first property and Niche found the best deal possible and informed me about the help to buy scheme. They also organised life insurance for me. I ended up moving into the house I wanted, and my life is insured.

Alan McDermott

I am very happy so far with the ongoing service I have received.

I came to Niche wanting to simplify and lower the cost of my investments. Consolidated my funds has helped me understand what I was investing in, and how to reach my objectives. I am very happy so far with the ongoing service I’ve received.

Owain Flower

Options were explained clearly, and he answered any questions I asked.

Niche provided me with detailed options for my pension consolidation. They then arranged and facilitated my chosen option. These options were explained clearly to me and he answered any question I asked. They had very good knowledge of the products available and was able to advise me confidently.

Mark Gerrard

Fully understanding our complex situation and made relevant recommendations.

We were very satisfied with the service we received regarding our savings and investments. Niche took their time to fully understand our complex situation and made relevant recommendations that will help us achieve our current and future financial goals. Even during the current, turbulent financial situation we have been satisfied with the outcomes.


Niche put my mind at rest.

I was concerned that I was making the wrong decisions regarding the money I had conscientiously saved though my life. Niche put my mind at rest regarding this and I now have the income I need. Although we had to arrange changes over the phone the process was made very easy to understand and was always followed up so that I could read through before committing.


Ed Peach literally turned my mortgage around in less than 10 days.

I went and did my own research, thinking like most, that it would save me money. I soon really regretted this. I contacted a bank directly that took ages to get the ball rolling. After long periods between appointments they failed to lock in the initial low rate proposed. That was the final straw, I contacted Ed in distress since the rates had risen in the time the bank had interviewed me and put my proposal forwards! Ed was amazing, he was literally on the case as soon as I relayed back my experience with the previous bank. He literally turned a mortgage around from me in less than ten days. It was a huge sigh of relief to have a mortgage secured in such a short space of time guaranteeing the best rates. Ed is really efficient and resourceful with a level of professionalism that’s next to none. I would only ever go to Niche after my mortgage term expires. I also went through Ed to secure my life insurance. Ed completely took the stress out of the process.


Explained every detail, each step of the way.

We contacted Niche with regards to an Equity Release enquiry. They explained every detail, each step of the way in simple terms for the family to understand. Niche set up all the details for us with regards to the Equity Release.


Lots of options and a logical approach.

I wanted to change in business circumstances. Niche provided high quality information, lots of options and a logical approach.


Niche found the best rate and a cheaper mortgage.

My fixed term on mortgage was up and Niche found the best rate and a cheaper mortgage. It was smooth transition and they made it seem easy.

Michael Davies

Helped find the best mortgage available.

I was purchasing a property and in need of a mortgage. Niche answered any questions I had, ran me through the process and helped find the best mortgage available.


Excellent mortgage for our house move with great rates.

Ed Peach found us an excellent mortgage for our house move with great rates. He also found us our life insurance policy, which again was at a better rate than what I was previously paying with the same, if not better, coverage.


The process of applying for a mortgage was extremely daunting, but Ed made me feel completely in control.

Ed was amazing throughout my experience of buying my first house. The process of applying for a mortgage was extremely daunting, but Ed made me feel completely in control and responded to me very quickly when I needed to either speak to him or simply to ask a question. Ed also reassured me when needed, and was very efficient with his work.

Shaw Jenkins

Never delayed in answering any of my queries.

Niche made the application for my mortgage easy with minimal stress and handled all my needs and requirements in quick response to all my requests. When I requested an update at all stages, Niche were always professional in their responses and never delayed in answering any of my queries.


Feeling incredibly optimistic about my future and my pension.

I needed some clear and honest advice in regards to my pension and how to make it work for me. I had multiple pots and wasn’t sure what to do with them, but knew that I wanted to maximise what I had. Niche helped me understand all the options that were available to me, and helped guide me through in a professional manner where I not only felt in control, but where I felt like I was making the wisest decisions for my future. I felt confident in their advice and have come out the other side feeling incredibly optimistic about my future and my pension.


As a relatively young customer, I feel entirely confident that my finances are well protected.

Following receiving an unexpected inheritance, I approached Ed for advice on estate management including investments, buying a house and mortgages. From the beginning, Ed was welcoming, calm, well prepared and insightful with his advice and clear in his recommendations. He fully researched every query I presented him including presenting alternative options that were unknown and, in some cases, entirely preferable to what I thought I needed. He has helped me to continue to keep my cost of living as low as possible whilst maximising my savings and investments. As a relatively young customer, I feel entirely confident that my finances are well protected and looked after for the remainder of my working life and beyond.


A great company with good service and very friendly staff.

Matt and the team were so helpful from the first meeting. Dee was especially brilliant at chasing my pension provider and keeping on top of any paperwork etc. I highly recommend Niche for their professionalism and their willingness to help. A great company with good service and very friendly staff.

Julie Varney

An excellent company to be involved with.

We found Niche an excellent company to be involved with. They continually make contact to see if you are happy with the way your money is performing for you. In house visits are extremely beneficial and everything was explained to us in terms that we could understand. We are very happy with the service received and would definitely recommend their services.

Jacky & Paul Guy

Offering great advice with no pressure to proceed.

From the outset Niche provided a very comprehensive plan, projection and presentation for combining my 5 pension schemes, offering great advice with no pressure to proceed. Throughout the process of the transfer communication was very good including regular calls and weekly progress reports via email. I would recommend Niche IFA as a very professional company for anyone else considering the consolidation of multiple pensions.

Karl Goode

Good price, great service, high ability.

I took quite some time to find Niche - a lot of IFA's can't handle the more complex pension transfers - they aren't allowed to. I hadn't much idea about how persistent you need to be with some pension administrators to achieve my goals and Niche provided me with updates and chased the scheme administrators throughout the process.
And then when it came to settling my account with Niche, I have to say I was pleasantly surprised. I understand that charges will always vary according to how much work has to be undertaken, but a final bill of less than a quarter of the most expensive quote should serve to tell you that there is still some sharp practice out there. Good price, great service, high ability.
I wasted maybe 4 or 5 weeks finding these guys - I shan't use anyone else from now on.

Steve Freathy

Highly professional one stop shop for all your financial planning.

I was introduced to Niche by a friend who was working with the financial services and personal insurance industry as I had several pension policies which I had taken out over the years and was advised that there were no better organisation to review and consolidate them for me.

From the moment I met with Niche it was very apparent that not only were they very professional and knew what they were talking about but were also very customer value focused, believing in long term relationships rather than quick gain. Over the past 12 months I have got to know the team better and seen their outstanding business ethics first hand. It is refreshing to see in today's times a company that place the customer and their needs first. It really is a one stop shop for all your financial planning from pensions and insurance to investments and planning for the future.

I would have no hesitation in recommending Niche to any individual or organisation looking for professional and sound financial advice.

Andrew Beddoe

Very impressed.

I have only been with Niche a short period but have been very impressed. The information presented to me particularly cash flow analysis and investment choices has been hugely helpful and beneficial in planning for my retirement.

Glenn Owen

Highly recommended

Niche Chartered Financial look after our investments well, and give sound advice with real focus on our personal financial needs. They are reliable and helpful. We would recommend them to anyone who needs advice with financial matters.

John & Kristina Taylor

Reliable advice

Open and honest and giving good advice. I would recommend Niche to anyone.

Phil Bromley

Do what they say they will do!

Excellent outcome and always available to help. I would recommend their services to anyone.

Phil Brailey

I would happily recommend Niche.

I am very pleased with the service by Niche. They have put me at ease with managing my pension and explained all the options I have. I can now see how and when to use the money I have saved in pension, using some now as well as planning for the future. I would happily recommend Niche to any of my family and friends.

Tony Pierce

I was made to feel part of the whole transfer process.

From the onset I was dealt with in a professional manner. I was treated with respect and my reasons and views were listened to fully. I was made to feel part of the whole transfer process and was kept informed every step of the way. The portfolio that was put together for me was excellent as it demonstrated many options and scenarios. I would definitely recommend Niche to anyone who was thinking about seeking any type of financial advice and guidance. Thank you everyone at Niche.

Angela Morgan

Professional at all times.

I found Niche to be professional at all times. The transfer of my pension was completed swiftly and painlessly. I was fully communicated to at all times. I would definitely recommend their financial Services.
I have already recommended them to my work colleagues.

Susan Smith

Knowledgable and very friendly service.

I felt all my questions and reserve's were answered fully. Niche advised and acted with changes within the pension's sector and alway's have my best interest's at heart.

Adrian Brice

Well informed, flexible and friendly service.

I liked the friendly and informal attitude with a professional approach to providing financial adivce.

Lalit Kumm

Good practical advice with an efficient service

I have been a customer of Niche for a few years now and have found them extremely good and knowledgeable on a wide range of financial matters. I use them for all my financial affairs, whether for transactions or just advice.
I would strongly recommend them for all financial planning.

Stephen Newman

Helpful review full of good common sense

Didn't try and flog us critical illness, instead let us set the agenda (particularly mortgage advice). Very helpful, thank you.

Chris & Frances Chubb

An excellent professional re-assuring company.

On meeting with this company we immediately felt complete confidence in their professional understanding of our finances. With their expertise, tact and patience and explanation of the financial market, as well as a clear view as to where we were at, we felt completely at ease and no pressure to act upon any of their financial moves or suggestions.

We would thoroughly recommend this company to anyone.

David & Marilyn Davies

I highly recommend Niche CFP to anyone. I have used their services for a few years and have always got an excellent, professional service.

Having used Niche CFP for a number of years, I can thoroughly recommend their services to anyone.

Their service is prompt, professional, courteous and they have a responsible attitude to their clients and I will happily continue to use their services for my financial needs.

Rhydian Jenkins
Chartered Financial Planners
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