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A personal message from Richard Cullen

I established Cullen Wealth 26 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 our 28 employed consultants.

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


75 members of staff with 28 advisers


Ranked 5th in the Financial Times ‘Top 100 Financial Advisers’ in the whole of the UK


Ranked 19th in the Financial Times ‘Top 100 Financial Advisers’ in the whole of the UK


Ranked 20th in the Financial Times ‘Top 100 Financial Advisers’ in the whole of the UK


£1 billion funds under management


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


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


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


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


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


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


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


10 advisers – 30 staff


First £100m funds under management


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


Cullen Financial Planning formed in March