I like working with Brad as he takes the time to listen to my needs and concerns, and feel reassured he’ll put forward the best recommendations and advice for my interest. I feel valued as a customer.
Our clients are paramount to our business. Long-term relationships based on trust and integrity are what sets us apart from our competition.
We specialise in providing award winning, face to face financial advice. We work closely with clients to implement long-term financial strategies, individually tailored towards meeting their personal and business objectives.
When you run a business, it is important to look after your own increasingly complex personal financial affairs. Careful planning is key.
While many people are aware of the need for Inheritance Tax (IHT) planning, few are aware of how to eliminate this onerous tax liability, before it’s too late.
Creating the right investment strategy is crucial in helping to secure your future financial well-being.
Regardless of the life stage you have arrived at, it is important to receive expert and professional advice on your retirement planning
Family financial protection against illness or loss of income due to a variety of circumstances is important.
Other services we can provide access to are:
The writing of a Will involves the referral to a service that is separate and distinct to those offered by St. James’s Place. Wills are not regulated by the Financial Conduct Authority.
We are proud to say for 2022 Cathedral Wealth Management has received the Top-rated Financial Adviser award from Vouched For.
Cathedral Wealth Management has achieved this award for the third year running. The award is based on the number of positive new client reviews that we have received on the Vouched For review platform.
The award means that we will feature in The Times newspaper who publish details of all the UK’s Top-rated firms in January each year.
Each review we receive is independently verified by Vouched For to check that the client details, are correct and then re-verified by us to confirm that they are true client reviews. These checks are really important to protect the integrity of the system so that clients can trust the reviews.
Reviews are very important to our company, this enables us to ensure we are giving the best service possible to our clients, and to share the information with future clients too. We always ask our clients if they would provide a review once we have completed the advice process, but of course they are under no obligation to leave a review.
We work really hard to provide the best possible service to all our clients and awards like this are really appreciated by the whole team because they are recognition of their continuous efforts to do things the right way and put our clients first.
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