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
Aled Phillips Market Update with Aled Phillips Market Update (Q2 2025): Navigating Uncertainty with Steady Gains As we reflect on the second quarter of 2025, it's clear that global markets have had to contend with a fair share of challenges; from ... Market Update
Aled Phillips Market Update with Aled Phillips Market Update: Navigating Volatility Amid Tariff Tensions and Policy Shifts April proved to be a turbulent month for global markets , with political headlines, particularly from the United States, tak... Market Update
Aled Phillips Video - Investment Market Q&A Investment Market Q&A Video Aled Phillips (Co-Managing Director and Chartered Financial Planner) recently hosted a QA about the current investment market situation with industry experts: Lothar Mentel... Market Update
Aled Phillips Market Update with Aled Phillips Market Update: Tariffs & Turbulence As ever with these articles, the intention is to explain factors affecting portfolios rather than a call to action. This volatility is completely normal in a market... Market Update