0330 038 8939
Based in Chichester
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: October, 2019
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Brad and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 12 April 2025
Brad and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Brad has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Brad has received 10 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 20 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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Brad has not yet added their qualifications to their profile
Transparent Fees
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4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Brad (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Brad
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Brad (based on 4 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Brad and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 12 April 2025
Brad and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Brad has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Brad has received 10 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 20 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Brad has not yet added their qualifications to their profile
Qualifications not yet added
Brad has not yet added their qualifications to their profile
Transparent Fees
Brad has not yet added their fees to their profile
Fees not yet added
Brad has not yet added their fees to their profile
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Brad (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Brad
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Brad (based on 4 first impressions)
Founding Director of Cathedral Wealth Management Ltd. Voted Top Rated Financial Advisor in the UK for 6 Years Running. My Career in financial services began over 20 years ago. As Director of Cathedral Wealth Management I want to provide a legitimate, client focused financial service. This helps my clients to grow and protect their wealth without fear of mis selling or hidden agendas. Financial services will always be about trust and integrity. Understanding a clients’ individual needs and how to improve their financial wellbeing is what we believe sets us apart from the competition. We truly understand our clients’ needs and objectives and regularly meet with them to help improve their wealth. Even if my clients’ circumstances do not change, rules and regulations do, therefore regular review meetings are paramount to our relationship. We are not just here to see you once! I am recognised as one of the Top financial advisers in the UK for 2025, and have won this award for the last 6 years. As a company, we have won several individual and business awards which I trust shows our commitment is not just in words, but by recognised actions. Our door is open and we believe no one should pay for anything until they know what they're getting. We welcome your call or email to challenge us on how we can help improve your financial wellbeing. Some of our awards: 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 2020 - VouchedFor – Top Rated Financial Advisor 2020 2021 - VouchedFor – Top Rated Financial Advisor 2021 2022 - VouchedFor – Top Rated Financial Advisor 2022 2023 - VouchedFor - Top Rated Financial Advisor 2023 2024 - VouchedFor - Top Rated Financial Advisor 2024 2025 - VouchedFor - Top Rated Financial Advisor 2025 The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 13/03/2025
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Brad's clients
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Adviser Disclaimer
The Senior Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Cathedral Wealth Management Ltd is registered in England and Wales, Number 09305526. Copyright St. James's Place © 2019