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Niche Private Clients
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Office address

5 & 6 Waterside Court

Albany Street

Newport

NP20 5NT

Qualifications & specialities
Confirmed Independent
Chartered Financial Planners
Cash flow planning specialists
Investment specialists
Retirement planning specialists
Tax planning specialists
Advice methods
Face to face
Telephone
Online
Advice Fees
Offers fixed fee services

Niche Private Clients

Chartered Financial Planners based in Newport

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Niche Private Clients uses a secure digital portal to onboard and communicate with their clients to ensure the security of your data.

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About

Niche Private Clients is an employee owned business - all our advisers and staff possess a shareholding in the company. This means we go above and beyond to provide you with a great service, ensuring you receive the highest quality financial advice.

Here at Niche Private Clients, you will...

• Get specialist financial advice tailored to high net worth individuals and families: Our Independent Financial Advisers have access to the whole of the market. Their experience and expertise will assist you in making long term plans for you and future generations.

• Pay a fixed fee: A fixed fee means your costs are fixed from day one. So you'll know exactly what you are paying for and how much it will cost you from the very beginning.

• Receive a great service: A great service starts with a great team. And because we are owned by our employees, you can guarantee we'll go above and beyond.

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Our Advisers

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Matthew Wiltshire
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Aled Phillips
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Ed Peach
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Ryan Caisley

Regulatory & Compliance

Niche Private Clients is a trading style of Niche Sport & Finance Ltd. Niche Sport & Finance Ltd is authorised and regulated by the Financial Conduct Authority (No. 748261). Registered in England & Wales at 5 & 6 Waterside Court, Albany Street, Newport NP20 5NT (No. 10072360).

Services we can advise you on

Pensions & retirement
Investments
Tax & trust planning
Insurance & protection
Long term care