IAE is a family-owned business and over time the firm has expanded significantly. We have always been committed to generous pension provision for all within the business and initially a small local IFA provided personal advice for all. However, as the company grew, our IFA recognised the difficulty in continuing this commitment, and introduced pension specialists, Cullen Wealth to us.
In 2010, Cullen Wealth consultants made appointments to see everyone in the company. They explained the scheme in down-to-earth language with every employee receiving individual advice. This was a large-scale undertaking given the number of staff, ranging from lorry drivers to designers and technical staff, many of whom worked over a number of locations on different contracts.
”Initially, there was a great deal of skepticism about pensions and resistance to even meeting with an adviser. However, this changed over time, following the level of commitment and service shown to each person, with each one receiving tailored advice covering state pensions and all levels of private pensions.
Now, all scheme members have:
Throughout the company, pensions are understood and valued very well by our workforce. Testimony to this is that the majority of our staff have now engaged Cullen Consultants on a personal basis to help them with their planning.
Neil Hodgkinson,
Director
We are absolutely delighted to announce that Cullen Wealth has been crowned a top 5 firm in this year’s FTAdviser Top 100 Financial Advisers list.
FTAdviser’s annual rankings name the country’s leading 100 financial advice firms. This is Cullen Wealth’s fifth consecutive year in the FTAdviser Top 100. Each year we have built on the success of the previous year, climbing to the top 20 in 2022, and rising into 5th place this year.
