Niche Private Clients Ltd
aka Niche Ethical, Niche Private Clients Ltd
About
Niche Private Clients is an award-winning firm of Chartered Financial Planners offering specialist financial planning tailored to high-net worth individuals and families.
Source: nichepc.co.ukContact & Location
Regulatory Information
- FRN
- 748261
- Status
- Authorised
- Date Authorised
- 1 September 2016
- Years Authorised
- 9 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Acting as a CBTL arranger
- ✓Acting as a CBTL advisor
- ✓CBTL Status
- ✓CBTL Effective Date
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 10072360
- Company Status
- Active
- Incorporation Date
- 18 March 2016
- Directors
- 3
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 December 2024
- SIC Codes
- 65300
Team (16)
Thomas James Roberts
ApprovedMatthew Lewis James Wiltshire
ApprovedCertifiedAled James Phillips
ApprovedCertifiedClaire Michelle Menni
ApprovedCertifiedRyan Philip James Caisley
CertifiedJoseph Charles Bezani
CertifiedChristopher Michael Daniels
CertifiedEdward James Cameron Peach
CertifiedThomas Edward Powell
ApprovedCertifiedMatthew Milan Millard
ApprovedCertifiedAdam Michael Hughes
ApprovedCertifiedMatthew Owen Jackson
ApprovedCertifiedRobyn Alexandra Aubrey
ApprovedCertifiedRaymonde Timothy Clive Adams
ApprovedCertifiedJames Baker
CertifiedMark Robert Evans
No longer required
Google Reviews
5 reviews on Google
Read reviews on GoogleSourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.
Quick Facts
- Newport, Wales
- 9 years FCA-authorised
- 20 registered individuals
- 5 specialisms
- 9 FCA permissions
- CH 10072360
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.