Cathedral Wealth Management LTD

What Cathedral Wealth Management LTD does

Cathedral Wealth Management is a UK-based financial advisory firm founded in 2014 and headquartered in Chichester, West Sussex, with a second office in Whiteley, Hampshire. The firm operates as a Senior Partner Practice and Appointed Representative of St. James's Place Wealth Management plc, providing face-to-face wealth management advisory services exclusively on the St. James's Place platform. Its core offerings span investment management, retirement planning, pension advice, protection planning, estate and inheritance planning, corporate advice, personal cashflow planning, and long-term care planning, supplemented by online tools including IHT, ISA, and Reality Risk calculators, a Platinum Club membership program, and a Video Library for client education.

The firm is led by founding director Brad Ainsworth, supported by a small team of approximately 7 staff. Revenue is generated through advisory fees on financial planning services delivered through the St. James's Place Partnership framework, with pricing not publicly disclosed beyond a free 30-minute discovery call offering. The client base is horizontal, comprising primarily high-net-worth individuals and secondarily business owners and company directors across England, served through a relationship-based, consultative sales motion with ongoing portfolio reviews and long advisory cycles.

The firm does not develop proprietary technology, relying instead on the St. James's Place wealth management platform for product distribution and regulatory infrastructure. Brand reputation has been built through seven consecutive years (2020-2026) of VouchedFor Top Rated Financial Adviser status at 4.9/5, the Financial Times Advisor Business Awards Winner 2026, the Chichester Professional Services Winners 2026, and UK Small Business Award Finalists 2026, alongside community engagement via charitable partnerships and local sports sponsorships.

Name

Cathedral Wealth Management LTD

Legal name

Cathedral Wealth Management Limited

Website

https://cathedralwealthmanagement.co.uk

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

Cathedral Wealth Management is a UK-based financial advisory firm affiliated with St. James's Place, providing face-to-face wealth management, retirement, pension, protection, and estate planning to high-net-worth individuals and business owners from offices in Chichester and Whiteley.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Estate & Legacy Planning Advisory (FSAEAAAG)

akta.pro secondary industries

Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Estate Planning, Trust Structuring & Governance (FSAAADAF)

Keywords

• Wealth management advisory
• Financial planning services
• Retirement planning
• Investment management
• Pension advice

Headquarters

HQ city

Chichester

HQ country

United Kingdom

HQ region

Europe

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Wealth Management Advisory Fees: The firm provides face-to-face wealth management advisory services as a Partner within the St. James's Place Wealth Management Partnership. Revenue is generated through advisory fees associated with financial planning services including investments, pensions, retirement planning, protection planning, and estate/inheritance planning.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Cathedral Wealth Management is a financial advisory firm providing face-to-face wealth management services as an Appointed Representative of St. James's Place Wealth Management. The firm delivers investment management, retirement planning, pension advice, protection planning, estate and inheritance planning, corporate advice, personal cashflow planning, and long-term care advice to individuals and business owners in the UK.

Product overview

Cathedral Wealth Management is a financial advisory firm operating as an Appointed Representative of St. James's Place Wealth Management plc, providing personalized, face-to-face wealth management advisory services. The firm's core offering consists of investment management, retirement planning, pension advice, financial protection, and estate/inheritance planning. They serve both individual clients and corporate/business owner clients, offering specialized services including personal cashflow planning and long-term care planning. The practice complements its advisory services with digital tools including IHT Calculator, ISA Calculator, and Reality Risk Calculator. Additional offerings include a Platinum Club membership program, a Video Library for client education, and services for Private Clients. All advice is delivered under the St. James's Place Partnership framework, with regulatory oversight from St. James's Place and the Financial Conduct Authority.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Investment management services to help grow client wealth, aligned with individual risk profiles and financial goals.
• Retirement Planning Expert retirement planning advice to help clients build and manage savings for a secure future.
• Pension Advice Guidance on maximizing pension savings and making informed decisions about retirement funds.
• Protection Planning Family financial protection against illness or loss of income due to various circumstances.
• Estate and Inheritance Planning Long-term security planning including Inheritance Tax (IHT) planning to eliminate tax liabilities.
• Corporate Advice Financial planning services for business owners addressing complex personal financial affairs.
• Personal Cashflow Planning Tailored financial plans aligned with individual ambitions, whether building wealth or planning for life milestones.
• Long Term Care Financial planning services for long-term care arrangements.
• Platinum Club Exclusive client membership program offering enhanced services for top-tier clients.

Quantifiable outcome

• 7 consecutive years Top Rated Financial Adviser (VouchedFor 2020-2026)
• +3 more outcomes

Named customers3 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

16 partnerships are on record, tiered minor and core.

• VouchedForminorOthers · 1 January 2026Independent service that lets clients find, rate and review Financial and Mortgage advisers. Cathedral Wealth Management has received Top Rated Financial Adviser status for 7 consecutive years with a 4.9/5 rating.
• St. James's Place Wealth ManagementcoreStrategic or Co-development PartnerCathedral Wealth Management operates as a Senior Partner Practice, an Appointed Representative of St. James's Place Wealth Management plc. The firm provides wealth management advisory services exclusively on the Group's wealth management products and services. St. James's Place acts as principal and ensures regulatory compliance.
• St. James's Place Charitable FoundationcoreOthersBrad Ainsworth serves on the board of the SJP Foundation, which helps raise funds and build relationships with charities. The Foundation has provided grants to various local charities including £4,000 to Chichester Community Development Trust, £2,500 to Cancerwise, and £10,000 to My Sisters' House.
• Chichester Chamber of CommerceminorOthersBrad Ainsworth is involved in the Chichester Chamber of Commerce and helped launch the Young Chamber of Commerce to bridge the gap between education and workplace.
• Bognor Regis Town Football ClubminorGTM or Marketing PartnerCathedral Wealth Management sponsors Bognor Regis Town Football Club, founded in 1883. Brad Ainsworth is an avid football supporter.
• Chichester Ladies RugbyminorGTM or Marketing PartnerCathedral Wealth Management sponsors the Chichester Ladies Rugby team, supporting women's rugby which is the fastest growing team sport in the world.
• Chichester Rugby Football ClubminorGTM or Marketing PartnerPrimary sponsor of Chichester Rugby Football Club with a 3-year sponsorship deal. Supports local community sports.
• Chichester College Women's Football TeamminorGTM or Marketing PartnerNew sponsorship deal with Chichester College Women's Football Team for community support.
• West Sussex FoodbankminorOthersDuring COVID-19 pandemic, Cathedral Wealth Management gifted £1,200 to the West Sussex Foodbank Appeal launched by Spirit FM.
• CancerwiseminorOthersBrad Ainsworth, through his role on the SJP Foundation board, facilitated a £2,500 donation to Cancerwise, a drop-in clinic providing support services for people diagnosed with cancer.
• My Sisters' HouseminorOthersCathedral Wealth Management facilitated a £10,000 grant from SJP Foundation for My Sisters' House counselling service, a West Sussex women's centre supporting women at medium-risk of domestic abuse.
• Chichester Community Development TrustminorOthersAndy Hara presented a £4,000 cheque from SJP Foundation to support the Graylingwell Chapel, youth programme, and pavilion projects at the community trust.
• Sage House Dementia HubminorOthersCathedral Wealth Management helped secure £1,000 donation from SJP Foundation for Sage House Dementia Support's day breaks project.
• Apuldram CentreminorOthersCathedral Wealth Management facilitated a £2,000 grant for the Apuldram Centre's garden project, creating raised beds for adults with learning difficulties.
• V2 Radio Tonnes of Tins AppealminorOthersCathedral Wealth Management purchased £100 worth of tins to support the V2 Radio foodbank appeal during the cost-of-living crisis.
• Chichester PrideminorGTM or Marketing PartnerCathedral Wealth Management was a headline sponsor of Chichester Pride 2022, promoting diversity, inclusivity, and community unity.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Charles Stanley & Co. UK wealth manager providing investment management and financial planning services to private clients, trusts and charities. Comparable in serving HNW individuals across the UK with a relationship-led advisory model and similar service taxonomy (investment, retirement, estate).
• Quilter plc: UK wealth manager operating an adviser network (Quilter Financial Planning) and platform serving retail and HNW clients with investment, pension and protection solutions. Comparable as a vertically integrated UK IFA network that competes for the same adviser practice and HNW client base.
• Evelyn Partners (formerly Tilney): UK wealth management and professional services firm offering financial planning, investment management and tax advice to HNW individuals and business owners. Comparable in targeting the same HNW and business-owner segments with a face-to-face advisory model.
• Rathbones Group: UK-listed wealth manager providing discretionary investment management and advisory services to HNW individuals, charities and trustees. Directly comparable in serving HNW clients with bespoke investment and estate planning advice.
• St. James's Place Wealth Management: UK's largest wealth management network and the parent/principal of Cathedral's product shelf. Directly comparable as a wealth advisory platform distributing investment, pension and protection products through Partner Practices across the UK.

Direct peers

• Saltus Partners: UK HNW-focused independent financial adviser offering investment management, tax, pension and estate planning to affluent individuals and business owners. Highly comparable as a face-to-face HNW IFA with similar service mix and client profile.
• Kingswood Group: UK wealth management group providing financial planning and investment management to HNW clients, including through a network of IFAs. Comparable as a UK IFA consolidator serving the same HNW mass-affluent segment with similar product breadth.
• Walker Crips: UK wealth management and investment management firm serving private clients, trusts and intermediaries. Comparable as a relationship-led UK IFA offering discretionary and advisory investment services to HNW individuals.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks4 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCpL5ECTbvgc5hPNW3PR20fw
• Facebookfacebook.com/cathedralwealth
• LinkedInlinkedin.com/company/cathedral-wealth-management-ltd
• Instagraminstagram.com/cathedralwealth/?hl=en

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cathedral Wealth Management LTD