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Diane Phillips

Consolidating your ISAs – what it is and is it worth it? Financial planningFor individuals

Consolidating your ISAs – what it is and is it worth it?

Individual Savings Accounts (ISAs) were introduced in April 1999 and replaced the earlier Personal Equity…
Diane Phillips
Diane PhillipsNovember 8, 2011
Lasting Power of Attorney, what it is and why it makes sense Financial planningFor individuals

Lasting Power of Attorney, what it is and why it makes sense

Rarely is there a more sensitive time within a family than when someone close is…
Diane Phillips
Diane PhillipsNovember 8, 2011
Affording care in later life Financial planningFor individuals

Affording care in later life

Aviva’s latest Real Retirement Survey Report shows that 70% of over-55s do not believe they…
Diane Phillips
Diane PhillipsOctober 30, 2011
Don’t miss out – make the most of Inheritance Tax Financial planningFor individuals

Don’t miss out – make the most of Inheritance Tax

According to the professional advice website, unbiased.co.uk, poor Inheritance Tax (IHT) planning will cost UK…
Diane Phillips
Diane PhillipsOctober 30, 2011
Generation gap – educating the young about finance Financial planningFor businessesFor individuals

Generation gap – educating the young about finance

Research by Aviva surveyed 2,000 UK consumers in July 2011, including 988 over 50s. The…
Diane Phillips
Diane PhillipsOctober 30, 2011
What does pension auto-enrolment mean for you? Financial planningFor businesses

What does pension auto-enrolment mean for you?

At present, many workers fail to take up valuable pension benefits because they do not…
Diane Phillips
Diane PhillipsOctober 27, 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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