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Diane Phillips

Video – Automatic Enrolment Obligations Blog

Video – Automatic Enrolment Obligations

If you’re still not sure about your obligations regarding Automatic Enrolment see our video, remember…
Diane Phillips
Diane PhillipsAugust 19, 2015
What Would Happen to Your Business if You Passed Away Tomorrow? Blog

What Would Happen to Your Business if You Passed Away Tomorrow?

Can you confidently answer the below 6 questions: What would happen to my business if…
Diane Phillips
Diane PhillipsAugust 19, 2015
Have you got a Final Salary Pension Scheme? – if so you should read this advice Blog

Have you got a Final Salary Pension Scheme? – if so you should read this advice

We have said for many years that for most clients retaining their Final Salary Pension…
Diane Phillips
Diane PhillipsAugust 19, 2015
Act Now – Maximise your pension contributions while you can? Blog

Act Now – Maximise your pension contributions while you can?

In George Osborne’s first budget of a conservative government he announced that any individual earning…
Diane Phillips
Diane PhillipsAugust 19, 2015
Regulator fines employers not complying with auto enrolment rules Blog

Regulator fines employers not complying with auto enrolment rules

The Pensions Regulator (TPR) has issued 332 fixed penalty notices and four escalating fines against…
Diane Phillips
Diane PhillipsAugust 19, 2015
August Market Commentary Blog

August Market Commentary

July was a dramatic month. Greece held a referendum and emphatically rejected the austerity package…
Diane Phillips
Diane PhillipsAugust 3, 2015
Auto Enrolment Update Blog

Auto Enrolment Update

Our Getting Auto Enrolment Right seminar, delivered by Karen Robinson, Cullen Wealth’s Head of Auto…
Diane Phillips
Diane PhillipsJuly 13, 2015
More ISAs please? Blog

More ISAs please?

Most of us are familiar with the “bog standard” NISA, where each person has an…
Diane Phillips
Diane PhillipsJuly 13, 2015
July Market Commentary Blog

July Market Commentary

An essential part of writing this bulletin each month is making daily notes on the…
Diane Phillips
Diane PhillipsJuly 2, 2015
Auto Enrolment & Employment Law Seminar Blog

Auto Enrolment & Employment Law Seminar

With the ongoing implementation of auto enrolment, employers are facing the biggest employment shake-up for…
Diane Phillips
Diane PhillipsJune 12, 2015
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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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