A personal message from Richard Cullen

I established Cullen Wealth 20 years ago with the ambition of growing a business to provide outstanding advice and service to clients.

I am very proud to say that the company has grown today to be one of the largest Independent Financial Advisory practices in the North West yet the purpose of the business has not changed – we provide the same great advice to a diverse group of people, just on a much larger scale. Now over 3000 individuals and families trust us as their personal financial advisers – a number of whom have shared their journey with us from day one.

Our resources today help us bring together the best in technical expertise, supported by market leading research systems and advice delivered to our clients through one of over 20 employed consultants.

In partnership, we help our clients make sound financial decisions and therefore a real difference to their financial outcomes over time.

2019

£1 billion funds under management

2018

Corporate Chartered status obtained. Total raised for Francis House reaches £36,400

2014

Rebrand to Cullen Wealth, 20 advisers in situ with establishment of desk-based advice team

2013

£500m funds under management & introduction of risk targeted, passive investment model. Francis House support announced

2011

Cullen Investment philosophy established & move to platform based advice model and introduced fee based arrangements with clients

2010

Introduced a model of adviser charged planning and created a market leading approach to Technical Paraplanning in-house

2009

1500 new employees brought to the business with the administration of Luxfer, IAE and Billington Group Staff Pension schemes

2007

SSS – first large Group Personal Pension scheme acquired. Acquired several other IFA firms over an 18 month period

2005

10 advisers – 30 staff

2004

First £100m funds under management

2003

Direct Authorisation with FCA, 7 advisers & 7 staff. Purchased own premises in Heaton Mersey

1998

Cullen Financial Planning formed in March