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All Posts By

Diane Phillips

Budget 2012 Overview Financial planningFor businessesFor individuals

Budget 2012 Overview

Summary The Chancellor presented his third full Budget since the coalition Government took power on…
Diane Phillips
Diane PhillipsMarch 22, 2012
Second out of seventy seven…not bad! Our news

Second out of seventy seven…not bad!

We're delighted to report that Cullen Financial Planning placed joint second out of 77 teams…
Diane Phillips
Diane PhillipsMarch 14, 2012
March market commentary Financial planning

March market commentary

On Monday February 27th the German Bundestag approved the Greek bailout by 496 votes to…
Diane Phillips
Diane PhillipsMarch 13, 2012
A day in the life of…Richard Fogarty – Paraplanner Our news

A day in the life of…Richard Fogarty – Paraplanner

What happens behind the scenes at Cullen Financial Planning? The role of paraplanner is an…
Diane Phillips
Diane PhillipsMarch 7, 2012
Managing and understanding investment risk Financial planning

Managing and understanding investment risk

The amount of risk involved with an investment can be managed by matching it appropriately…
Diane Phillips
Diane PhillipsFebruary 20, 2012
Protection planning and the lack of it Financial planning

Protection planning and the lack of it

Homebuyers have house insurance and motorists need to have car insurance – despite the fact…
Diane Phillips
Diane PhillipsFebruary 20, 2012
Saving for a baby? Surely not! Financial planning

Saving for a baby? Surely not!

Saving for your child’s future can be one way of giving them financial freedom in…
Diane Phillips
Diane PhillipsFebruary 20, 2012
Why should you take action? An overview of Corporate Social Responsibility Financial planningFor businesses

Why should you take action? An overview of Corporate Social Responsibility

The culture of a business develops and changes over time. It’s shaped internally by the…
Diane Phillips
Diane PhillipsFebruary 6, 2012
Capital Gains Tax – an overview Financial planning

Capital Gains Tax – an overview

Capital Gains Tax is a tax on the profit or gain you make when you…
Diane Phillips
Diane PhillipsFebruary 6, 2012
Undersaving Britain Financial planningFor businessesFor individuals

Undersaving Britain

Pension saving is at its lowest level for 10 years according to recently published Department…
Diane Phillips
Diane PhillipsFebruary 6, 2012
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