0330 038 8939
Based in Newport
View locationChecks carried out by VouchedFor
FCA Regulated
Last checked: 25 February 2025
Aled and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Aled has not received any reviews in the last 12 months
Aled has not received any client reviews in the past 12 months
Independent Financial Adviser
Last checked: 31 May 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
25
Qualifications Uploaded
25 qualification certificates available to view
Aled has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Aled has provided information on their typical fees
Aled has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
11
Positive First Impressions
91% of users who are not yet clients had a positive first experience with Aled
91% of VouchedFor users have had a positive (4 or 5 star) first experience with Aled (based on 11 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Last checked: 25 February 2025
Aled and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Aled has not received any reviews in the last 12 months
Aled has not received any client reviews in the past 12 months
Independent Financial Adviser
Last checked: 31 May 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
25
Qualifications Uploaded
25 qualification certificates available to view
Aled has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Aled has provided information on their typical fees
Aled has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
11
Positive First Impressions
91% of users who are not yet clients had a positive first experience with Aled
91% of VouchedFor users have had a positive (4 or 5 star) first experience with Aled (based on 11 first impressions)
I am a Chartered Financial Planner and Director of Niche Private Clients, a multi award winning firm of Chartered Financial Planners. My goal professionally is to help clients identify, achieve and maintain their desired lifestyle through financial planning. ✔ Financial Planning / Cashflow Modelling ✔ Business financial planning, protection and workplace pensions. ✔ Inheritance Tax Planning. ✔ Investment planning, wealth management and retirement advice. ✔ Retirement planning / Pension Transfer Non-Specialist
Offers available through VouchedFor
Contact Aled through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Aled's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
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