Matt Wiltshire Financially sophisticated, financially disorganised There is an assumption that financial complexity is usually the result of poor decisions. In reality, it is often the opposite. A long career can leave somebody with several pension arrangements, empl...
Matt Wiltshire Simplifying complex finances and creating sustainable income A senior investment professional approaching retirement came to Niche with around £5 million of household wealth, multiple pension arrangements, substantial direct shareholdings and a financial life h...
Aled Phillips VIDEO: 2026 Autumn Budget Review With Aled Phillips Summary John Healey delivered his first Budget as Chancellor on 28 October 2026. In this short video, Aled from Niche Private Clients explains what was announced and what it means for savers, retirees...
Aled Phillips Inheritance Tax Planning Guide 2026 Inheritance Tax Planning Guide 2026 A structured approach to protecting family wealth Inheritance tax planning isn’t simply about reducing a future tax bill. It’s about understanding what you own, wha...
Andy Taylor Market Update with Andy Taylor Nine months in: a year of surprises, and what it means for long-term investors Markets have spent 2026 doing what they do best: taking people by surprise. A war in the Middle East, bond yields at leve...
Aled Phillips AI, Diversification, and How Your Plan Is Positioned AI, Diversification, and How Your Plan Is Positioned Given how much coverage artificial intelligence and its stock market impact have been getting, we wanted to set out what is actually happening, how...
Tom Roberts Niche Private Clients named Advice Firm of the Year and Next Generation Advice Firm of the Year 2026 We’re delighted to share that Niche Private Clients has won two awards at the Money Marketing Awards 2026 : 🏆 Advice Firm of the Year 🏆 Next Generation Advice Firm of the Year We went into the evening...
Aled Phillips The Hidden Danger of Lifestyling Funds Most people have no idea how their workplace pension is invested. They trust that it is being managed sensibly on their behalf. For millions of savers, that trust has been misplaced. Lifestyling funds...
Tom Roberts Matt Wiltshire discusses AI’s impact on financial advice on BBC Radio 4’s Today programme Matt Wiltshire, Managing Director at Niche Private Clients, appeared on BBC Radio 4’s Today programme to discuss how artificial intelligence is reshaping the wealth management and financial advice sec...
Aled Phillips Market Update with Aled Phillips Market Update: Third Quarter 2025 - Global Markets Find Their Footing Amid Signs of Recovery The third quarter of 2025 delivered encouraging results for investors, with most major markets and asset cl... Market Update
Aled Phillips Market Update with Aled Phillips Market Update: steady progress despite challenges As we move into the autumn months, we’re pleased to share a snapshot of how global markets performed in August. Overall, the picture was positive, wit... Market Update
Aled Phillips Market Update with Aled Phillips Market Update: a month of positive momentum amid global developments As we stepped into August, July proved to be a busy and up-beat month for global markets. While news headlines remained full of tra... Market Update