About Us

Share this page:
Share on facebook
Share on twitter
Share on linkedin
Share on print
Share on email

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 six awards in six 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 2020 and have won six individual and Business awards over the last six years:

  • 2014 – Observer Business Awards – Best Start up – Winner
  • 2015 – Observer Business Awards – Outstanding Contribution to the Community – Winner
  • 2015 – Johnston Press South Business Awards – Outstanding Contribution to the Community – Winner
  • 2018 – Southern Business Awards – Outstanding Contribution to the community – Winner
  • 2018 – Observer Business Awards – Outstanding Contribution to the Community – Winner
  • 2021 – Vouched for – Top Rated Advisor 2021

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 £300K, personally He has raised over £25,000 for local charities including: Stonepillow, Love your Hospital Chichester, Dentaid, Give 4 B.E.T.H, St. James’s Place Foundation.

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. 

Please call us on 01243 813058 for more information

Client Charter

Find out more

St. James's Place

Find out more

Testimonials

Find out more