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Diane Phillips

What is a Relevant Life Policy? Financial planning

What is a Relevant Life Policy?

A Relevant Life Policy is a tax efficient life assurance product for businesses, recognised and…
Diane Phillips
Diane PhillipsFebruary 1, 2012
Ten New Year’s resolutions for your financial planning Financial planningFor individuals

Ten New Year’s resolutions for your financial planning

Around 50% of us make New Year’s Resolutions and ‘sort the finances out’ must be…
Diane Phillips
Diane PhillipsJanuary 23, 2012
Pound cost averaging in building savings Financial planningFor individuals

Pound cost averaging in building savings

Pound Cost Averaging (PCA) is a term which describes how you can build up a…
Diane Phillips
Diane PhillipsJanuary 20, 2012
Welcome to the team…. Our news

Welcome to the team….

In support of the continued increase in corporate and individual clients that we look after,…
Diane Phillips
Diane PhillipsJanuary 20, 2012
Tax tips for 2012 Financial planningFor individuals

Tax tips for 2012

Want to ensure you pay less tax, or reclaim what's owed to you? See below…
Diane Phillips
Diane PhillipsJanuary 13, 2012
Findings reveal head-in-the-sand attitude towards pensions Financial planningFor individuals

Findings reveal head-in-the-sand attitude towards pensions

Despite the recent strikes against cuts in public sector pensions, Aviva reports that most British…
Diane Phillips
Diane PhillipsJanuary 13, 2012
Guaranteed Deposit Investments – too good to be true? Maybe not… Financial planningFor individuals

Guaranteed Deposit Investments – too good to be true? Maybe not…

Many investors are becomingly increasingly disappointed with the return they are receiving on cash held…
Diane Phillips
Diane PhillipsJanuary 13, 2012
January market commentary Financial planningFor businessesFor individuals

January market commentary

December saw the death of North Korea’s ‘dear leader’ Kim Jong-il, with command of the…
Diane Phillips
Diane PhillipsJanuary 13, 2012
The Office of Tax Simplification seeks overhaul of IHT and CGT Financial planningFor businessesFor individuals

The Office of Tax Simplification seeks overhaul of IHT and CGT

Capital gains tax (CGT), inheritance tax (IHT) and entrepreneurs' relief could be radically overhauled as…
Diane Phillips
Diane PhillipsDecember 16, 2011
Which? report highlights risky investment advice Financial planningFor individuals

Which? report highlights risky investment advice

According to a new Which? report, many high street banks and building societies are giving…
Diane Phillips
Diane PhillipsDecember 14, 2011
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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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