Aled Phillips

Aled Phillips has extensive work experience in the financial industry. Aled served as a Business Development Manager in various roles in insurance, financial services, and renewables from July 2006 to January 2013. In January 2013, they joined Financial Solutions Wales Ltd as a Chartered Financial Planner/IFA, and remained in this role until December 2018. Subsequently, Aled Phillips joined Niche in December 2018, taking on the positions of a Chartered Financial Planner and Commercial Director.

Aled Phillips has a varied education history in the field of finance and wealth management. Aled obtained a Bachelor's degree in BA (Hons) Business Studies with Finance from the University of Wales, Cardiff. Aled also completed the DipFA - Diploma for Financial Advisers from The London Institute of Banking & Finance.

For further specialization, Aled pursued additional certifications and qualifications. Aled became a Fellow, Chartered Financial Planner, and obtained the Advanced Diploma in Financial Planning from PFS. Aled also received the Certificate in Life & Pensions from the Chartered Insurance Institute.

Aled further enhanced their expertise by completing the Chartered Fellow Level 6 Private Client Investment Advice & Management and Level 6 Pension Transfers programs from The Chartered Institute for Securities & Investment (The CISI). Additionally, they have received extensive training in various areas such as AF1 - Advanced Tax and Trusts, AF4 - Advanced Investment Planning, and AF5 - Advanced Financial Planning.

Furthermore, Aled has earned certifications in specific areas such as AF7 - Pension Transfer Specialist, EFPA (EUROPEAN FINANCIAL PLANNER TM), and Level 4 Certificate in Discretionary Investment Management. Aled is also a Financial Conduct Authority certified SMF3 - Executive Director and holds a Statement of Professional Standing from the Personal Finance Society.

In terms of executive education, Aled completed the MBA Essentials - Executive Education program from The London School of Economics and Political Science (LSE) and the Oxford Entrepreneurship: Venture Finance program from Saïd Business School, University of Oxford.

It is worth noting that the provided information does not specify start or end years for most of Aled's education history.