Cullen Wealth is one of the Top 20 independently-owned Independent Financial Advisers in the UK.

 

Based in Stockport, the business specialises in all areas of financial planning and offers a service that is bespoke to each individual or corporate client. This may cover retirement planning, designing and managing individual investment portfolios, protecting family, dependants or business interests and estate planning.

Making your wealth work for you

As independent financial advisers, we are not tied to one provider so we can be right by your side, looking after your wealth & ensuring your finances match your personal circumstances.

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Latest News

The Junior SIPP – a tax effective investment for your child

If you’re looking for a way to save on behalf of your children, it’s likely that you’ll think...

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Getting in Touch

Your financial future is in your hands. Contact us today and discover how our expert team can help grow your wealth.

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Client Story

Providing confidence and financial peace of mind

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Client Story

Planning for retirement

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Securing your retirement

Travelling the world. Spending time with your family. Catching up on your passions. Whatever your age or ambitions for life beyond work, we will help you achieve them.

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Client Story

Building a tax-efficient investment portfolio

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Growing your wealth

We believe that investment success comes from the use of a well researched and robust process.

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Managing your investments

We believe that investment success comes from the use of a well researched and robust process, using best practice tools, and applying consistent policy over time.

Click here to find out more about our disciplined approach to investment management.

 

Keeping you in the picture

We're partners in helping you grow and secure your finances. So we'd like to keep you up-to-date on our LATEST NEWS

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Looking after a lifetime of wealth

Working with a client and their solicitor to provide financial peace of mind...

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Managed Pensions

Making sense of pensions in a complex world

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Award Finalist News – what it means

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Managing Your Wealth

A short video about the way we work

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Building a tax-efficient investment portfolio

Using a diverse portfolio and effective tax planning to generate income...

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