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.

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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We’ve received a few questions from clients on how “scheme pays” works for those...

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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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Providing confidence and financial peace of mind

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Planning for retirement

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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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Building a tax-efficient investment portfolio

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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.

 

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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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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