News

Keeping you fully up to date with the latest Niche news, events and developments, along with regular insights into the world of financial advice and the work we do with our clients.

Aled Phillips

Market Update with Aled Phillips

The last month was tough for markets with all major asset classes, aside from gold (+7%), experiencing losses. This saw global equities fall by 2.5% and commodities suffer most with a 5% drop. Bonds, ...

Market Update

1 Nov 2023

Aled Phillips

Market Update with Aled Phillips

Since our previous update in September, global markets continue to be influenced by a range of forces. As always, these are shorter term movements and are accounted for within your financial plans. It...

Market Update

5 Oct 2023

Aled Phillips

Market Update with Aled Phillips

As ever, these articles are not a call to action but an explanation of the economic factors affecting your portfolios. These short-term movements are not relevant in the longer term, but important to ...

Market Update

6 Sep 2023

Tom Roberts

What does Consumer Duty mean for you?

On 31st July 2023, the Financial Conduct Authority (FCA) introduced a new set of rules called Consumer Duty. The aim of these rules is to set a higher standard of consumer protection across the UK fin...

Company

8 Aug 2023

Aled Phillips

Market Update with Aled Phillips

Global stocks had another positive month in June, with prices rising by over 5%. These gains were broad based, meaning the market as a whole experienced increases. Developed markets did however perfor...

Insight

11 Jul 2023

Ryan Caisley

Reclaiming Personal Allowance: Avoiding the 60% tax trap

As individuals, we all want to make the most of our hard-earned money while minimising our tax liabilities. One effective way to achieve this is by reclaiming lost personal allowance through pension c...

Insight

6 Jul 2023

Ed Peach

National Insurance: Should I make a shortfall payment?

The deadline to cover any National Insurance (NI) contribution shortfalls between 2006 and 2016 is just over a month away. From August 2023, you will only be able make up gaps in your contributions fr...

Insight

12 Jun 2023

Aled Phillips

Market Update with Aled Phillips

Global financial markets have been grappling with a mix of factors over recent months, which has led to a degree of turbulence for investors. From persistent inflation concerns to signs of economic re...

Market Update

9 Jun 2023

Aled Phillips

Market Update with Aled Phillips

With a turbulent 2022 behind us, the first quarter of 2023 proved equally dynamic, with several newsworthy events testing global markets. Commercial Director and Chartered Financial Planner, Aled Phil...

Market Update

20 Apr 2023

Rhys Hicks

Top Rated Adviser Guide: Niche advisers named in The Times

The 2023 VouchedFor Top Rated Financial Adviser Guide was published in The Times earlier this month, with four of Niche’s financial planners once again included. Joining Commercial Director and Charte...

Company

27 Mar 2023

Joe Bezani

Spring Budget 2023: The key takeaways

While the headlines from yesterday's Budget have certainly been less dramatic than we saw six months ago, the detail that came in the Chancellor's announcement is no less impactful. The Office for Bud...

Market Update

16 Mar 2023

Aled Phillips

Market Update with Aled Phillips

On the back of a relatively benign start to the year’s economic developments, last Thursday saw the Bank of England raise its base rate by 0.5% to 4%. As Niche Operations Director and Chartered Financ...

Market Update

6 Feb 2023

01633 851805 • 020 3878 3025

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5 & 6 Waterside Court, Albany Street, Newport, NP20 5NT

Chancery House, 53-64 Chancery Lane, London, WC2A 1QS

01633 851805 • 020 3878 3025
[email protected] 5 & 6 Waterside Court, Albany Street, Newport, NP20 5NT

Chancery House, 53-64 Chancery Lane, London, WC2A 1QS