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Diane Phillips

Co-habiting couples – what are the legal rights in the UK Blog

Co-habiting couples – what are the legal rights in the UK

There are a significant number of couples in the UK that choose to co-habit, rather…
Diane Phillips
Diane PhillipsApril 3, 2018
Spring Statement Overview Blog

Spring Statement Overview

The Chancellor, Philip Hammond delivered his Spring Statement to Parliament yesterday. We have produced a…
Diane Phillips
Diane PhillipsMarch 14, 2018
March Market Commentary Blog

March Market Commentary

Introduction “The first month of 2018 was a good one for the major stock markets…
Diane Phillips
Diane PhillipsMarch 6, 2018
Stock Market Turmoil – February 2018 Blog

Stock Market Turmoil – February 2018

Following recent stock market falls, we thought it might be useful to set out some…
Diane Phillips
Diane PhillipsFebruary 9, 2018
February Market Commentary Blog

February Market Commentary

Introduction  The first month of 2018 was a good one for the major stock markets…
Diane Phillips
Diane PhillipsFebruary 6, 2018
What does the nil rate band really mean for me? BlogFinancial planning

What does the nil rate band really mean for me?

Changes to inheritance tax (IHT) came in during 2017, affecting the allowance for those wanting…
Diane Phillips
Diane PhillipsJanuary 26, 2018
January Market Commentary Blog

January Market Commentary

Introduction Another year seems to have flown by in the space of about five months.…
Diane Phillips
Diane PhillipsJanuary 4, 2018
Benefits of a Trust? Blog

Benefits of a Trust?

There are many different kinds of trusts; bare trusts, mixed trusts, interest-in-possession trusts, and accumulation…
Diane Phillips
Diane PhillipsDecember 5, 2017
December Market Commentary Blog

December Market Commentary

Introduction November was a relatively disappointing month for world stock markets, with the majority of…
Diane Phillips
Diane PhillipsDecember 5, 2017
Amending a Will? Blog

Amending a Will?

You have at long last got round to preparing your Last Will and Testament, and…
Diane Phillips
Diane PhillipsNovember 21, 2017
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UK’s ‘Top 20’ Wealth Managers 4 years in a row

We are absolutely delighted to announce that Cullen Wealth has placed 16th in this year’s FT Advisor ‘Top 100 Financial Advisers‘ list.

FT Adviser’s annual rankings highlight the nation’s top 100 financial advice firms. This year, we are pleased to announce that Cullen Wealth has secured its place for a fourth consecutive year. This recognition reflects our unwavering commitment to providing consistent, high-quality service to our clients.

We extend our sincere gratitude to all our valued clients for their continued trust and support. As we look ahead, we remain dedicated to working closely with each of you, ensuring that your financial goals and aspirations continue to be our number one priority.

FT Adviser 'Top 100 Financial Adviser Award'_Cullen Wealth_Top 20_2024
Ft Adviser 'Top 100 Financial Adviser Award_Cullen Wealth_Top 05_2023
FT Adviser 'Top 100 Financial Adviser Award'_Cullen Wealth_Top 20_2022
FT Adviser 'Top 100 Financial Adviser Award'_Cullen Wealth_Top 20_2021

0161 975 6700 askus@cullenwealth.co.uk

Authorised and regulated by the Financial Conduct Authority (FCA).

Cullen Wealth Ltd trading office: 2 Riverview, Embankment Business Park, Vale Road, Heaton Mersey, Cheshire, SK4 3GN

Registered in England under company number 3495738. VAT registration number 785608389.

Part of the Mattioli Woods Group. Registered office: 1 New Walk Place, Leicester, LE1 6RU

If you cannot settle a complaint that you have with us, you may be entitled to refer it to the Financial Ombudsman Service (FOS).
Contact FOS at www.financial-ombudsman.org.uk

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