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Diane Phillips

November Market Commentary Blog

November Market Commentary

Introduction What’s the saying? ‘Close, but no cigar’. That’s how it was in October as…
Diane Phillips
Diane PhillipsNovember 2, 2017
Saving enough for your children’s university education? Blog

Saving enough for your children’s university education?

Recent figures from the Institute of Fiscal Studies suggest that the average total debt incurred…
Diane Phillips
Diane PhillipsOctober 26, 2017
How to boost your retirement income Blog

How to boost your retirement income

We are all living longer and so it’s becoming more important than ever to make…
Diane Phillips
Diane PhillipsOctober 26, 2017
The curse of long-term cash! Blog

The curse of long-term cash!

There is nothing wrong with holding wealth in the form of cash on a short-term…
Diane Phillips
Diane PhillipsOctober 26, 2017
The Junior SIPP – a tax effective investment for your child Blog

The Junior SIPP – a tax effective investment for your child

If you’re looking for a way to save on behalf of your children, it’s likely…
Diane Phillips
Diane PhillipsSeptember 21, 2017
Changes to Inheritance Tax (IHT) – it’s complicated! Blog

Changes to Inheritance Tax (IHT) – it’s complicated!

By 2020-21 couples could be free of IHT on up to £1m of their wealth…
Diane Phillips
Diane PhillipsMay 19, 2017
Pre-election summary 2017 Blog

Pre-election summary 2017

Following the dissolution of parliament last week, party leaders have hit the election campaign trail.…
Diane Phillips
Diane PhillipsMay 11, 2017
May Market Commentary Blog

May Market Commentary

Introduction It’s difficult to know where to begin this month. In France? Where we now…
Diane Phillips
Diane PhillipsMay 3, 2017
New tax year – limits and allowances Blog

New tax year – limits and allowances

Plan early Why not use your ISA and Pension allowances now rather than waiting until…
Diane Phillips
Diane PhillipsApril 24, 2017
Theresa May calls surprise early election Blog

Theresa May calls surprise early election

During a surprise announcement outside Downing Street on the morning of 18th April, Theresa May…
Diane Phillips
Diane PhillipsApril 19, 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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