Our clients are paramount to our business. Long-term relationships based on trust and integrity are what 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.
When you run a business, it is important to look after your own increasingly complex personal financial affairs. Careful planning is key. While many people are aware of the need for Inheritance Tax (IHT) planning, few are aware of how to eliminate this onerous tax liability, before it's too late. Creating the right investment strategy is crucial in helping to secure your future financial well-being.
When you run a business, it is important to look after your own increasingly complex personal financial affairs. Careful planning is key. While many people are aware of the need for Inheritance Tax (IHT) planning, few are aware of how to eliminate this onerous tax liability, before it's too late. Creating the right investment strategy is crucial in helping to secure your future financial well-being.
Services
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.
My Career in financial services began 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.
Our aim is to provide you with security now, prosperity in the future and the highest standards of satisfaction in all our dealings. Success for our clients means success for our Practice. We promise to deal with you courteously, professionally and fairly at all times. We are committed to giving you high quality, personal service and advice.
I've recently worked with Brad and I really liked his no-nonsense, friendly and expert can-do advice. I would recommend Brad as the person to chat with about your financial investment advice. Brad always presents himself in a smart and amicable way and has found solutions to all the various points we have raised.
At Cathedral Wealth Management we take pride in delivering as many events as we can through the year. Due to the current restrictions we cannot hold these events face to face, so to ensure you are still getting the level of information and communication we usually give, we have launched a series of interactive online webinars via zoom.
Reviews (7)
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!
Rob Anscomb
Jul 30, 2020
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Trevor Shepherd
Dec 17, 2018
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Emma Shepherd
May 30, 2018
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James Parsons
Dec 13, 2015
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