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:
Services to Other Professionals
As Chartered Financial Planners, we understand what it means to provide a professional service to our clients. From time to time we come across a client who requires more than financial advice and we have developed working relationships with other professionals who might be able to better assist our clients.
Likewise, many of these professionals find it beneficial to refer their clients to us for financial advice. Therefore, we are always happy to talk to like-minded individuals, to provide the best advice for the client.
Amongst the professionals we regularly deal with are:
- Lawyers and barristers
- Accountants
- Tax advisers
- Financial Advisers
You may wonder why other financial advisers would ask us for advice. The majority of the time it is because Ray is a pension specialist and amongst the qualifications he holds is the G60 pensions qualification. This allows him to arrange pension transfers for an occupational pension scheme.
Many advisers do not have the technical knowledge, or time to expand their knowledge, to provide this kind of advice which is why they come to us.
Please feel free to contact us (01633 897897) if you feel that you or your company may benefit from working with Niche as we are always happy to discuss forming a working relationship.
