Niche Private Clients | Ryan Caisley

Ryan Caisley DipFA

Independent Financial Adviser

Ryan joined Niche in order to work with a team of like-minded individuals who offer an ethical, client-first approach to their practice. Having transitioned across from another IFA role, he joined Niche with experience in financial planning for clients in both accumulation and decumulation, working with professional contacts including tax advisers, solicitors, and other professionals.

Ryan was excited to join Niche due to the company's ethos and their industry-disrupting approach whereby we operate on a fixed fee basis rather than the traditional percentage-based structure across all areas of the business.

Helping clients identify, achieve and maintain their desired lifestyle through financial planning, Ryan utilises a blend of cashflow modelling and detailed financial plans. This provides clients with a clear overview of their finances both now and in the future, rewarding them with financial freedom and invaluable peace of mind.

Ryan has been published in The Times as a "Top 250 Rated UK Financial Adviser" guides by Vouchedfor from 2021 to 2024, which is based on client testimonials. In the spare time he does get, Ryan enjoys playing golf, and is the proud father of a baby boy.

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Qualifications

DipFA - Diploma for Financial Advisers

Unit 1 - Financial Services Regulation and Ethics (FSRE)

Unit 2 - Advanced Financial Advice

AF1 - Personal tax and trust planning

AF4 - Investment Planning

AF5 - Financial Planning Practice

R02 - Investment Principles and Risk

R03 - Personal Taxation

R04 - Pensions and Retirement Planning

R05 - Financial protection

Awards