Business Details
12 Years
experience
Award-Winning Financial Advisers in Chichester
Cathedral Wealth Management delivers award-winning financial advice rooted in client-centric principles. With over a decade of experience, we specialise in tailored financial planning for individuals and businesses, focusing on investments, pensions, and protection. Our team combines technical expertise with a commitment to transparency, ensuring clients receive clear, actionable strategies. Recognised as a top-rated firm by VouchedFor for seven consecutive years, we prioritise long-term relationships built on trust and integrity.Our community involvement, including sponsorship of local sports teams and charity partnerships, reflects our dedication to making a positive impact beyond finance. We simplify complex financial landscapes, empowering clients to achieve their goals with confidence.
Services
Corporate Advice
Inheritance Planning
Investment Planning
Retirement Planning
Protection
Will Writing
Philanthropy
Cash Management
Currency Services
Details
- Year established: 2014
Highlights and features
- Award-winning financial advice tailored to individual needs
- Expertise in investment, pension, and inheritance tax planning
- Recognised as a VouchedFor Top Rated Financial Adviser for 7 years
- Active community involvement through local charity partnerships
- Transparent, client-centric approach with no hidden fees
Associations and certifications
- St. James's Place Wealth Management
- Society of Later Life Advisers (SOLLA)
What people say
Excellent service
Tailored investment strategies
Proactive communication
Community-focused approach
Award-winning expertise
Services
Corporate Advice
We provide strategic financial guidance for business owners, covering pension planning, shareholder protection, and tax-efficient succession strategies. Our expertise helps directors manage personal and corporate financial affairs while focusing on business growth. Services include employee benefits structuring and exit strategy development.
Inheritance Planning
Specialising in inheritance tax reduction, we help clients preserve wealth through gifting strategies and estate administration. Our solutions address later-life planning needs, including executor support and tax-efficient asset distribution tailored to individual circumstances.
Investment Planning
We create diversified investment portfolios aligned with risk profiles and financial goals. Offering access to global assets and discretionary fund management, we focus on long-term growth while maintaining flexibility for income generation and tax-efficient savings vehicles.
Retirement Planning
Our retirement specialists help clients optimise pension arrangements and develop sustainable income strategies. We provide cashflow projections, pension consolidation advice, and lifestyle planning to ensure financial security during retirement years.
Protection
We design tailored protection solutions safeguarding against income loss, critical illness, or death. Our approach ensures families and businesses maintain financial stability through bespoke insurance policies integrated with broader financial plans.
People
Brad Ainsworth
Senior Partner
With over 20 years' experience, Brad specialises in investment management and retirement planning. He has received multiple industry awards and leads the firm's community initiatives, personally raising 30,000 for local charities.
Josh Farrow
Financial Adviser
Josh focuses on helping professionals build wealth and secure their futures. Recognised for his client communication skills, he provides expertise in pensions, investments, and business financial planning.
Questions
What financial services do you specialise in?
We specialise in corporate advice, inheritance tax planning, investment management, retirement strategies, and financial protection solutions.
Are you regulated by the Financial Conduct Authority?
As an Appointed Representative of St. James's Place Wealth Management, our financial advice is FCA-regulated.
How do you tailor financial plans to individual needs?
We conduct comprehensive reviews of your circumstances, goals, and risk tolerance to create bespoke, adaptable financial strategies.
What community initiatives do you support?
We sponsor Chichester Rugby Football Club and support local charities including Stonepillow and St. James's Place Charitable Foundation.
How are investment risks managed?
We use diversified portfolios with risk-rated options, regular reviews, and ongoing client education to manage investment risks effectively.
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