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You are our focus

About us

Shared values, shared goals, shared purpose

We’re one of the UK’s largest independently owned financial advisory firms.

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25
Years established
1,000,000,000
Assets under management
26
Consultants
77
People

Individuals and families

A personalised approach to your finances.

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Corporate

We help businesses at the corporate level and also work with business owners.

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Client stories

Find out more about the work we do in helping clients achieve financial peace of mind.

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Insights

We’re one of the UK’s top 5 wealth managers

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.

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