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.
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.
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