Aled Phillips BA (Hons) FPFS Chartered FCSI
Co-Managing Director | Chartered Financial Planner
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 a Fellow of the Personal Finance Society and a Chartered Fellow of the Chartered Institute for Securities and Investment - one of a small number of advisers to hold both designations.
Aled joined Niche as a director, to set up and grow our high net worth offering (Niche Private Clients), specialising in financial planning for high net worth families and entrepreneurs.
In addition to his Chartered Status, Aled has passed the PCIAM exam, which is a high level, globally-recognised qualification tailored to advising high net worth individuals. He has also been published in both The Times and The Telegraph as a "Top 250 Rated UK Financial Adviser" in the guides by Vouchedfor from 2017 through to 2024, which is based on positive client testimonials.
As Co-Managing Director at Niche, Aled specialises in financial planning for business exits and liquidity events and works with professional contacts including tax advisers, solicitors and attorneys / deputies, and maintains Niche's relationships with corporate contacts and introducers. He also has experience in the Charity sector advising trustees on their financial planning requirements and the investment of their endowment funds.
Outside of work, Aled enjoys keeping fit and has taken part in numerous fundraising runs and marathons across the country. He is also the proud father of two children - Edie and Seb - all of whom keep him and his wife, Aimee, on their toes whenever Aled's not busy with clients.
Click here to find out what our clients think of us.
Qualifications
Fellow of The Personal Finance Society
Chartered Fellow of the Chartered Institute for Securities and Investment
Chartered Financial Planner
Advanced Diploma in 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
Awards
VouchedFor Top Rated Financial Adviser 2024
VouchedFor Top Rated Financial Adviser 2023
VouchedFor Top Rated Financial Adviser 2022
VouchedFor Top Rated Financial Adviser 2021
VouchedFor Top Rated Financial Adviser 2020
VouchedFor Top Rated Financial Adviser 2019
VouchedFor Top Rated Financial Adviser 2018
VouchedFor Top Rated Financial Adviser 2017
