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Chartered status

We’re proud to have been awarded Chartered status

We’re proud to have been awarded Chartered status by the Chartered Insurance Institute (CII), the profession’s gold standard, in recognition of our technical knowledge, competence and ethical behaviour. The title is a commitment to an overall level of excellence and professionalism, and is only ever given after a period of rigorous testing.

A high proportion of our advisers have also qualified as Chartered Financial Planners, having passed the demanding and challenging series of examinations.

Not only is our Chartered status an external symbol but it also acts as a reminder to us all within the business that we ascribe to a certain code of ethics and equality, be that race, gender or sexual orientation.

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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