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Diane Phillips

Robert Doogan elected to CII Fellowship Our news

Robert Doogan elected to CII Fellowship

We're pleased to announce that Robert Doogan, one of our Chartered Financial Planners, has been…
Diane Phillips
Diane PhillipsJune 21, 2012
Diagnosed health conditions and access to higher pension income Financial planning

Diagnosed health conditions and access to higher pension income

According to MGM Advantage, in a study conducted by Research Plus with 2,086 UK adults…
Diane Phillips
Diane PhillipsJune 21, 2012
Pension reform Financial planningFor businesses

Pension reform

Auto enrolment has become a buzz word in the pension’s world. It is bandied around…
Diane Phillips
Diane PhillipsJune 19, 2012
A day in the life of…Kathryn Wallwork Our news

A day in the life of…Kathryn Wallwork

Last month we took a look at a 'day in the life of' a member…
Diane Phillips
Diane PhillipsJune 7, 2012
HMRC campaign news Financial planning

HMRC campaign news

Her Majesty’s Revenue & Customs (HMRC) Campaigns provide opportunities for people to voluntarily put their…
Diane Phillips
Diane PhillipsJune 7, 2012
Huge numbers of workers may be missed out of Auto-Enrolment Financial planning

Huge numbers of workers may be missed out of Auto-Enrolment

The Pensions Regulator published guidance earlier in the year warning employers preparing for Auto-Enrolment (AE)…
Diane Phillips
Diane PhillipsJune 7, 2012
Introducing our tax services Our news

Introducing our tax services

The UK tax system used to be relatively straightforward to follow. Everyone received a personal…
Diane Phillips
Diane PhillipsJune 6, 2012
Expecting to live longer? Then start saving! BlogFinancial planning

Expecting to live longer? Then start saving!

A well-documented fact is that many people are unprepared for supporting themselves in retirement for…
Diane Phillips
Diane PhillipsMay 21, 2012
Can you ‘trust’ your Life Assurance policy Financial planning

Can you ‘trust’ your Life Assurance policy

According to some estimates, as few as 6% of life assurance policies in the UK…
Diane Phillips
Diane PhillipsMay 21, 2012
Can you survive an unexpected loss of income? Financial planning

Can you survive an unexpected loss of income?

One in three (33%) of us are spending more than our salary or are just…
Diane Phillips
Diane PhillipsMay 21, 2012
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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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