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
10
Recent Client Reviews
Brad has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
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
Qualifications Uploaded
Brad has not yet added their qualifications to their profile
Qualifications not yet added
Transparent Fees
Brad has not yet added their fees to their profile
Fees not yet added
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
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
10
Recent Client Reviews
Brad has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
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
Qualifications Uploaded
Brad has not yet added their qualifications to their profile
Qualifications not yet added
Transparent Fees
Brad has not yet added their fees to their profile
Fees not yet added
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
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
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
Review
by a verified client in West Sussex
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed an Advisor who was open and honest.
How has Brad Ainsworth helped you?
Helped to streamline my finances
Have you seen the outcome you were hoping for?
Yes definitely improvement
What could they have done better?
Very happy with the service provided
Brad:
Thank you for the review. This means a lot and its appreciated! Looking forward to continuing to work with you into 2025!Review
by a verified client in West Sussex
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was recommended to contact Brad after my late husband passed away suddenly. We had a financial consultant prior to my husbands death but I wasn't getting the service I required at that time.
How has Brad Ainsworth helped you?
After I switched to Brad, I was relieved of many of the worries that had confronted me. Brad supported me during the Probate process, chased things on my behalf and helped me get an element of balance during a very difficult time. He helped me with the inheritance which was due to my step-children, and throughout all our meetings was supportive, caring and respectful of the situation. He helped me enormously.
Have you seen the outcome you were hoping for?
Absolutely. Once Probate was granted, Brad helped with the distribution of funds for my step-children and helped to ensure that the future of my finances was secured.
What could they have done better?
Nothing. Everything was dealt with professionally.
Brad:
Thank you so much for the review - really appreciated! Very much look forward to continuing to work together!Review
by a verified client in Cardiff
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had been planning on getting advice about setting up a pension for a few years. Receiving an inheritance earlier than expected made me realise it was time to act.
How has Brad Ainsworth helped you?
Brad has helped me by setting up a pension and providing advice, reassurance and planning for my other financial affairs. Brad has also been of great help to other family members.
Have you seen the outcome you were hoping for?
My pension has only recently started so I feel it is too early to comment on that but I am very grateful for Brad's advice so far.
Brad:
Thanks so much! Looking forward to our continued work together!Review
by a verified client in Hampshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I retired in 5 years and was concerned about how I would cope financially.
How has Brad Ainsworth helped you?
He explained to me in a language I could understand how he would invest my money and what I could expect long term. I felt he listened to my requests and explained everything to me .
Have you seen the outcome you were hoping for?
It's very early in the process.
Brad:
Thanks so much, I really appreciate your review!Review
by a verified client in West Sussex
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to consolidate my investments and pensions and for my ISA’s to be returning more than they had been doing
How has Brad Ainsworth helped you?
Brad helped significantly by consolidating all of the pensions and other investments into a clearly managed investment portfolio
Have you seen the outcome you were hoping for?
Very much so. The rate of return has increased which is what I wanted
What could they have done better?
Nothing. Really clear communications and great face to face meetings
Brad:
Thank you so much for your review! Really appreciated.VouchedFor Disclaimer
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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