0203 551 0160
Based in Aldwych
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FCA Regulated
Aled and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 25 October 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 client reviews in the past 12 months
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
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.
Last checked: 06 November 2025
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
Aled has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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 VouchedFor users have had a positive (4 or 5 star) first experience with Aled (based on 11 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)
Chartered Financial Planner, Fellow of the Chartered Institute for Securities and Investment and PFS, and Co Managing Director at Niche Private Clients, a forward thinking and technology driven firm of Chartered Financial Planners. I joined Niche in 2018 to set up and grow the Private Client Offering for high net worth individuals and families. I specialise in financial planning for clients post business exit, working with professional contacts including tax advisers, solicitors and attorneys / deputies. I also have experience in the Charity sector advising trustees on their financial planning requirements and the investment of their endowment funds. We operate on a fixed fee basis rather than the traditional percentage based structure across all areas of our business. This ethical and consistent approach to charging is rare in financial services. We help clients identify, achieve and maintain their desired lifestyle through financial planning. By using cash flow modelling and a detailed financial plan, our clients have a clear overview of their finances both now and in future, giving them financial freedom and peace of mind.