Niche Private Clients
Niche Private Clients offers fixed fee financial planning tailored to high-net worth individuals and families. They provide expertise to assist clients in making long-term financial plans for themselves and future generations, with a focus on ethical investing.
- Tax planning
- Estate planning
- Ethical investing
- Cashflow planning
- Insurance services
- Long-term care planning
- Fixed fee financial planning
- Pensions and retirement advice
Locations
Competitors
Heron House provides financial planning and wealth management services to private individuals, families, businesses, entrepreneurs, and trustees.
Kymin Financial Services is an independent financial advisory firm that has been providing professional financial planning and wealth management since 1993.
Dragon Financial Planning Ltd is an Independent Financial Planning firm based in Newport, dedicated to supporting clients through their financial journey.
Company Details
Niche Private Clients is operated by Niche Private Clients Ltd and is a Active company incorporated on 18 March 2016 with the registered office located in Newport, Gwent. Niche Private Clients Ltd was registered 9 years ago.
Status
Active
Size
Micro
Directors
4
Age
9 years old
Employees
16
Turnover
Unreported
Total Assets
£509.2K
Cash in Bank
£9.31K
Total Liabilities
-£280.79K