Home Page | Independent Financial Advisor, Chartered Financial Planner | Cardiff, Newport, Pontypridd, South Wales

Welcome

Niche have been established as a firm of Independent Financial Advisers (IFA) by Ray Adams since 2005 and are directly authorised by the Financial Services Authority. We provide financial advice to clients all over South Wales, as well as Bristol and the South West of England, and have offices in Cardiff, Newport and Pontypridd.

Niche IFA have been Chartered Financial Planners since 2010, which is an acknowledgement of the high level of technical knowledge we have. As a financial adviser Ray is a Chartered Financial Planner and the firm is one of only a select few Chartered Firms in South Wales.

The cornerstones of our business are honesty, integrity and we always work in our client's best interest

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Our Services

Niche Chartered Financial Planners are fully independent which means we can provide advice from the whole of the market in the following areas:

Pensions & Retirement Planning

Niche are pension specialists and we can provide advice on areas of pensions which other advisers simply aren't qualified to advise in…
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Savings & Investments

We have a wealth of experience in investing money for clients…
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Estate Planning & Wills

Our estate planning team help clients with inheritance tax planning and writing their Wills…
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Inheritance Tax & Probate

Niche can assist you with calculating inheritance tax after a bereavement, and the complicated probate process…
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Mortgages

At any one time, there may be hundreds of different mortgages available and it can be time consuming to establish exactly what mortgage is right for you…
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Insurance

Niche can give you guidance on what type and level of insurance is suitable for you and ensure get it at a competitive price…
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Equity Release

If you own your own home and are 55 or over, equity release could provide you with a lump sum or additional income…
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Property Services

MGY are a professional firm of Estate Agents and Chartered Surveyors dealing with all aspects of residential and commercial property…
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Long Term Care

Niche can help you plan towards funding the costs of long term care and advise you of the help available…
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Services To Other Professionals

Solicitors, Accountants, Tax Advisers and other Financial Advisers, Niche can offer many services…
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