Deborah Bees´ profile

Reviews (1)

Niche Chartered Financial Planners

The overwhelming feeling that you are in safe, professional and knowledgeable hands.

After my marriage came to an abrupt end I was recommended to Niche by a close friend at the beginning of 2012. I am in a senior management role with a blue chip company but I had neglected my own financial planning not realising how important this would be in my future. When this life change was forced upon me I was forced for the first time to review all of my financial affairs which was a dainting task.

Ray, the Managing Director gave me the overwhelming feeling of being in safe hands right from the first meeting and demonstrated both understanding and patience and flexibility, working around my hectic work schedule. Every step of the way the Niche team have given me a full picture of what was on offer and all the options for me to choose from with transparencies on the commissions and fees they receive. The knowledgeable advice I received from Niche gave me the confidence to make decisions about all of my finances including pensions, insurances and mortgage.

I could not have imagined in six months I would be so in control and firmly in the driving seat with my finances both in the short term such as opting out of the company car scheme in favour of an allowance and transferring to reward loyalty credit cards for company expenses to longer term pension and investment planning.

If, like me you were putting off getting in touch with someone because you had little or no experience of financial planning do not fear Ray and the Niche team will help you every steps of the way and make it an understandable and less fearful experience.

Thanks Niche.

Deborah Bees´ profile

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Deborah Bees
Reviewer
United Kingdom

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