Niche Private Clients

We came to the Money Marketing Awards as finalists in three categories. We came home with two awards. 🏆🏆 Niche Private Clients has been named: 🏆 Advice Firm of the Year 2026 🏆 Next Generation Advice Firm of the Year 2026 We're not entirely sure it has sunk in yet. Back in July, when we announced our three nominations, we talked about the care, commitment and expertise of our team and the progress we've made in building the kind of financial planning firm we want Niche to be. Last night, that work received rather extraordinary recognition. Being named Next Generation Advice Firm of the Year means a huge amount to us. We've continually invested in how Niche works: developing our technology, our client portal, our internal systems and the way our people collaborate. But we've always believed that being a modern advice firm isn't about technology for technology's sake. It's about using it to create a better experience. • Greater clarity for clients. • More joined-up financial planning. • Less unnecessary friction. And more time for the relationships and conversations that really matter. Which perhaps makes winning Advice Firm of the Year alongside it all the more special. Because ultimately, that's what everything comes back to. Our clients. These awards may have been collected on stage by a few members of the team, but they belong to everybody at Niche whose work contributes to looking after our clients every day. And to our clients: thank you for putting your trust in us. Advice Firm of the Year. Next Generation Advice Firm of the Year. What a night. ❤️🏆🏆 #MMAwards26 #FinancialAdvice #FinancialPlanning

A boutique, fixed-fee firm recognised alongside some of the largest names in UK wealth management. When Unbiased named Niche Private Clients in their Top 10 leading wealth management firms in the UK list, we were naturally delighted, as it’s a meaningful recognition of the approach we’ve spent years building: client-first, long-term wealth management with transparent fees and no unnecessary complexity. Much of our growth has come through clients and professional connections recommending us to people they trust. We never take that confidence for granted. So, to everyone who has worked with us, supported us or introduced us to someone who needed advice: thank you. And if someone in your circle could benefit from thoughtful, fixed-fee financial planning, our door is always open. https://lnkd.in/eqjgBhvq

We’re embarking on a new chapter. In the coming weeks, we’ll be relocating our Newport office to South Gate House in Cardiff City Centre. We’re proud of what our time in Newport has represented for the business, and excited about what Cardiff offers for the future: a dynamic city that is the hub of professional services in South Wales, a strong professional network and a strong setting for the next stage of our growth. As a Chartered financial planning firm, we’re looking forward to being part of Cardiff’s professional community, building new relationships in the city and continuing to support clients with thoughtful, long-term planning. For clients and professional connections, it is very much business as usual - with the same team, the same approach and the same focus on thoughtful, long-term planning. We’re looking forward to strengthening our roots in Cardiff, settling in and welcoming clients and connections to the new space soon.

We’re very pleased to share that James Squires has joined Niche Private Clients as Non-Executive Director. Bringing more than 15 years of experience across financial services, private equity and corporate finance, James will be focusing on our strategic development and growth as we continue to build Niche Private Clients as a firm defined by long-term thinking, high-quality client services and strong professional relationships. Before joining Niche, James spent 12 years at Phoenix Equity Partners, a UK mid-market private equity fund with approximately £1 billion under management, where he was a Partner leading Phoenix’s financial services investing. Earlier in his career, he worked in corporate finance at DC Advisory, after reading Biochemistry at Oxford University. Alongside his role at Niche, James also serves as a Non-Executive Director at Mobius Life and Great Yellow. The majority of the businesses he works with are FCA and/or PRA regulated, giving him deep experience of the strategic, commercial and governance considerations that shape financial services businesses. James Squires said: “Niche has been purpose-built to provide great client outcomes; the combination of high-quality advice from chartered professionals, fantastic client support enabled by a slick tech-stack, and a conflict-free fee model sets Niche apart from the competition. I’m delighted to be working with the team.” Aled Phillips, Managing Director, said: “James is someone I’ve known and respected for a long time. He brings a depth of experience and perspective that is rare in our space, and a very clear understanding of what it takes to build something properly over time. As we continue to develop Niche, it was important to bring in someone who can challenge our thinking as much as support it. James does both.” This is an important step in Niche’s continued development, and we are excited about what lies ahead.

We're proud to be named one of the Top 10 Best Wealth Management Firms in the UK by Unbiased, a leading financial advice platform. Especially as we're the only fixed-fee firm on this list, which highlights the value and clarity we bring to our clients' financial journeys. This recognition is a powerful validation of our core philosophy: providing transparent, client-first wealth management. Our inclusion was heavily influenced by client testimonials, which means this recognition is a direct result of the trust and satisfaction our clients have in our services. Thank you to everyone who has supported us and shared their positive experiences. We've built our business on trusted referrals, and our doors are always open. If you know someone - a colleague, friend, or family member - who could benefit from our approach, please feel free to share our contact details. https://lnkd.in/eqjgBhvq

If the objective is preserving and growing wealth over time, the long run matters most. Short-term market moves get the attention. Long-term returns do the heavy lifting. Research cited in Aled’s article shows that for more than a century, global equities delivered real returns in excess of 5% a year, compared with under 2% for government bonds and close to 0% for cash. That is why equities remain such an important engine of long-term growth. Bonds and cash absolutely have their place. They help with liquidity, stability and near-term spending needs. But for investors with long horizons, avoiding equities altogether can create a different kind of risk: the risk of not achieving the growth your plan requires.