Business Details
12 Years
experience
Award-Winning Financial Advisers in Chichester
Cathedral Wealth Management delivers award-winning financial advice rooted in a client-focused approach. We prioritise building long-term relationships founded on trust and integrity, tailoring strategies to meet individual and business objectives. Our expertise spans investment management, retirement planning, and corporate financial solutions, serving clients from ambitious executives to families seeking financial security. We simplify complex financial processes, enabling clients to focus on personal and professional growth. Our commitment extends beyond finance, with active community involvement through sponsorships and charity partnerships in Chichester. Recognised as a top-rated financial adviser by VouchedFor for seven consecutive years, we combine industry expertise with a dedication to exceptional service.Our team ensures ongoing support through regular reviews and proactive communication, aligning with evolving client needs. Transparency and clarity guide our correspondence, ensuring clients fully understand their financial strategies. We collaborate with existing professionals and specialists to provide holistic solutions, maintaining a structured advice process to avoid costly errors. Our accolades reflect our dedication to excellence, with awards for business excellence, customer service, and community contribution.
Services
Corporate Advice
Inheritance Planning
Investment Planning
Retirement Planning
Protection
Details
- Year established: 2014
Highlights and features
- Award-winning financial advice with a client-focused approach since 2014
- Tailored strategies for investment, retirement, and corporate financial planning
- Active community involvement through local charity partnerships and sponsorships
- Recognised as VouchedFor's Top Rated Financial Adviser for seven consecutive years
- Transparent communication and structured advice processes to avoid costly errors
Associations and certifications
- Financial Conduct Authority
- VouchedFor Top Rated Financial Advisers
What people say
Expertise
Personalised approach
Outstanding communication
Tailored strategies
Trustworthy
Services
Corporate Advice
Corporate financial planning services address directors' personal financial affairs and employee benefits. We offer pension planning, shareholder protection, and tax-efficient succession strategies. Our advice ensures business owners focus on growth while securing long-term financial stability for themselves and their teams.
Inheritance Planning
Inheritance tax planning mitigates or eliminates tax liabilities through strategic gifting and estate management. We guide clients through executor administration and later-life planning, ensuring assets transfer efficiently to beneficiaries while complying with evolving tax regulations.
Investment Planning
Investment planning creates diversified portfolios aligned with clients' risk profiles and financial goals. We offer access to global assets, ISAs, and discretionary fund management, ensuring strategies adapt to market changes and personal circumstances for sustained growth.
Retirement Planning
Retirement planning optimises pension funds and income strategies for pre-retirees and businesses. We design tailored solutions to maximise retirement lifestyles, including pension transfers, tax-efficient withdrawals, and employer-sponsored scheme management.
Protection
Financial protection services safeguard clients against income loss or illness through tailored insurance solutions. We assess risks and implement policies covering life, health, and business continuity, ensuring clients' financial security and family welfare remain intact during unforeseen events.
People
Brad Ainsworth
Senior Partner
Brad Ainsworth, Senior Partner and VouchedFor award winner, specialises in investment and retirement planning. He has guided clients through complex financial decisions, including pension transfers and tax-efficient strategies, for over a decade.
Josh Farrow
Financial Adviser
Josh Farrow provides expert financial planning advice, focusing on pensions and investment growth. With nine months of client reviews highlighting his knowledge and communication skills, he tailors strategies to align with clients' long-term goals.
Questions
What financial services do you specialise in?
We specialise in corporate advice, inheritance planning, investment management, retirement planning, and financial protection tailored to individual and business needs.
How do you tailor financial strategies to individual clients?
We conduct in-depth reviews of clients' financial circumstances, goals, and risk profiles to create bespoke strategies adaptable to evolving personal and market conditions.
Are your financial advisers accredited?
Our advisers are supported by St. James's Place Wealth Management, regulated by the Financial Conduct Authority, and have received VouchedFor's Top Rated Financial Adviser award for seven consecutive years.
How can I schedule a consultation?
Book a free 30-minute discovery chat via our website or contact us at 01243 813058 to discuss your financial goals with our team.
Do you support local community initiatives?
We actively sponsor Chichester Rugby Football Club and support local charities, having raised over £30,000 for organisations like Stonepillow and St. James's Place Charitable Foundation.
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Reviews (4)
Moses Grace
Oct 09, 2021
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Gillian Evans
May 14, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
From my contacts with Cathedral Wealth over the past 7 years not only have I received sound advice on financial matters but such a good personal interest combined with this professional service without being it intrusive & pushy . Always a speedy answer to any query raised .
From my contacts with Cathedral Wealth over the past 7 years not only have I received sound advice on financial matters but such a good personal interest combined with this professional service without being it intrusive & pushy . Always a speedy answer to any query raised .
Nicki Bulger
May 09, 2021
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I can't recommend Cathedral Wealth Management enough.
Brad and the team have really taken the time to talk us through different options for savings, investments and income support whilst I've been self employed. A professional, personal approach with great advice that works for us as a family. Thanks guys!
Brad and the team have really taken the time to talk us through different options for savings, investments and income support whilst I've been self employed. A professional, personal approach with great advice that works for us as a family. Thanks guys!
Trevor Shepherd
Dec 17, 2018
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Super customer service and excellent results. I moved my fund to Brad 2 years ago and I am so pleased I did. 5*
