We are Niche IFA, a firm of Chartered Financial Planners.

"Your money, your decision, your choice. But we can help!" - Ray Adams, Director & Chartered Financial Planner.

We are Chartered financial planners

An experienced team of advisers and beyond

We've been providing financial advice for a wide range of clients since 2005, so our financial advisers are well placed to advise you.


Meet the team
An experienced team of advisers and beyond
Total savings over time, in today’s money

Cashflow planning specialists

With the help of our suite of cashflow planning tools, CashCalc, we produce precise and straightforward reports to represent your finances and to keep you involved in the financial planning process.

Total savings over time, in today’s money

Providing professional, efficient advice

At least that's what our clients say. We take client feedback seriously, and are always working towards improving our services and the customer's experience.


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Providing professional, efficient advice

PENSIONS & RETIREMENTS

As pension advice specialists, we can provide you with pension advice in areas which other advisers simply aren't qualified to advise in.

OVERVIEW

We can help you with the important decisions including how much you should be putting into your pension, how to ensure your contributions are tax efficient and more.

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SIPPs

We are specialists in complex pension matters, and a key area for many of our clients is the ability to utilise a Self Invested Personal Pension (SIPP) to widen their options.

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SAVINGS & INVESTMENTS

The first step of investment planning is understanding your aims. We can help to determine an investment strategy appropriate for your needs.

OVERVIEW

There are many types of savings & investments, each with their own structures, tax treatments and implications to you. With your input, we can advise you on the best method for your needs.

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VCTs & EISs

Higher income tax rates and other factors have made tax planning increasingly important, making it crucial to find an investment that reduces tax burden.

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OVERVIEW

There are many types of savings & investments, each with their own structures, tax treatments and implications to you. With your input, we can advise you on the best method for your needs.

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SAVINGS & INVESTMENTS

The first step of investment planning is understanding your aims. We can help to determine an investment strategy appropriate for your needs.

INSURANCE

If the time comes where you need to make a claim against your insurance, you want to be sure that the insurance you have is right for you.

OVERVIEW

Niche can provide guidance on what type and level of insurance is suitable for your individual needs, while ensuring to get it at a competetive price.

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HOME INSURANCE

Home insurance is absolutely necessary to ensure that your possessions, contents and your home itself are all protected. We can help you find the necessary level of insurance required.

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Think Niche is right for you?

If you think we can help you with a pension, investment, mortgage or more, why not get in touch?


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