About Us

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Our clients are paramount to our business. Long-term relationships based on trust and integrity are what we believe 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.

Our clients range from Company Executives, to whom we offer investment management and financial advice, to families who need financial peace of mind. Ongoing, effective relationship building is our strategy, taking the complexities out of your financial planning to give you more time to focus on your business and family.

We are passionate about our involvement in supporting our local community in Chichester. In addition to winning 10 awards in 10 years, that we are immensely proud of, we also sponsor Chichester Rugby Football Club Ladies Team and work with many charities to help in their quest for fundraising.

We are recognised as one of the Top 100 financial advisers in the UK for the last 4 years running, and have won many individual and Business awards over the years.

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Proud to be headline sponsors of Chichester Rugby Football Club

Local Business Awards

Best Business Start Up 2014 – Finalist
Best Business Start Up 2014 – Winner
Outstanding Contribution to the Community 2015 – Finalist
Outstanding Contribution to the Community 2015 – Winner
Customer Service Award 2017 – Finalist
Business Personality Award 2017 – Finalist
Small Business Award 2017 – Finalist
Business Personality Award 2018 – Finalist
Employer of the Year Award 2018 – Finalist
Outstanding Contribution to the Community 2018 – Winner
Business Excellence Award 2019 – Finalist
Team of the Year 2019 – Finalist
Professional Services Award, Chichester & Bognor Chamber of Commerce – Winner 2026
Medium Business Award Chichester & Bognor Chamber of Commerce – Highly Commended – 2026
Outstanding Personal Achievement – Chichester & Bognor Chamber of Commerce – Highly commended – 2026

Regional Business Awards

Best Business Start Up 2014 – Finalist
Outstanding Contribution to the Community 2015 – Winner
Outstanding Contribution to the Community 2018 – Winner

National Awards

VouchedFor UK Top Rated Financial Advisor – Winner 2020
VouchedFor UK Top Rated Financial Advisor – Winner 2021
VouchedFor UK Top Rated Financial Advisor – Winner 2022
VouchedFor UK Top Rated Financial Advisor – Winner 2023
VouchedFor UK Top Rated Financial Advisor – Winner 2024
VouchedFor UK Top Rated Financial Advisor – Winner 2025
VouchedFor UK Top Rated Financial Advisor – Winner 2026
Financial Times Advisor Excellence Award – Winner 2026
Financial Times Advisor Employer Excellence Award – Highly Commended 2026

We aim to deliver our commitment to you by:

Providing highly experienced and qualified face-to-face financial advice
Understanding your financial circumstances and objectives
Focusing on your priorities
Affording you the opportunity to review your financial affairs regularly
Ensuring that your investments are reviewed regularly
Arranging a bespoke, ongoing servicing framework
Ensuring that our correspondence and literature is clear and easy to understand
Encouraging and listening to your feedback
Always being sensitive and empathetic to your individual needs

We are happy to work with your existing professionals and liaise with other specialists and experts as needed. Our structured advice process is designed to help our clients make informed decisions and avoid costly errors.

You Will:

Have a clear understanding of your personal and financial objectives
Develop a sense of progress towards your goals
Become more organised
Have a tailored plan in place that will be adjustable to your future needs
Receive proactive contact from your financial advisor to review future investment opportunities

To take control of your financial future, please contact us.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Charity Commitments

Since the start of Cathedral Wealth Management Brad has actively raised money for charity. Although his joint efforts with others have exceeding £2 Million, personally He has raised over £30,000 for local charities including: Stonepillow, Love your Hospital Chichester, Dentaid, My Sisters’ House, St. James’s Place Charitable Foundation. To find out more click here.

Brad is one of the The St. James’s Place Charitable Foundation Board members which allows him to gift funds to his clients’ charities of choice. If there is a specific charity you sponsor or support, we can discuss these options today.

SJP Approved – 12/2/25