“I needed guidance on my finances in order to invest and contacted Brad to provide guidance and expertise. He thoroughly reviewed our existing portfolio. Took time to understand our goals and objectives and then recommended an investment package based on our needs.”
“Knowing little to nothing about saving for the future, my income was not configured to set me up for future financial success. On top of that, I wasn’t actually looking for help – but Josh was recommended to me by a family member and it was almost immediately apparent after meeting with Josh how essential and fundamental financial planning is to my lifestyle and goals.”
“Josh has been helping me invest effectively for the last nine months. He has provided me with extensive knowledge around finances, pensions, investments, future proofing my business and lots more. Communication with Josh has been outstanding and he always makes sure his recommendations are never forced.”
“Brad completed a full and in depth analysis of our life insurance, retirement and investment arrangements. He provided a compressive written report of our current circumstances and how our priorities for an early retirement and investment planning could be met. He has helped us take control of our retirement planning, facilitating a pension transfers which have meant we can ease into retirement earlier than planned and with the advantage of being able to leave our pension asset residues in our will – which Brad also helped us to arrange. Brad also helped us structure the means to finance a major home extension – which has recently been completed!”
Will writing 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.
The reviews shown above have been gathered and displayed directly through Vouched For and have not been verified by SJP.
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Cathedral Wealth Management has been voted as one of the UK’s Top Rated Financial Advisers and have appeared for the past seven years running in The Times and The Telegraph papers.
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