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Diane Phillips

The financial year end is fast approaching Blog

The financial year end is fast approaching

With the end of the tax year on 5th April fast approaching, now is the…
Diane Phillips
Diane PhillipsJanuary 17, 2019
Looking Back | Looking Forward Blog

Looking Back | Looking Forward

We have put together a review of 2018 and a look forward into 2019.  We…
Diane Phillips
Diane PhillipsJanuary 10, 2019
January Market Commentary Blog

January Market Commentary

Introduction A quiet wind down to Christmas? Everyone leaving their offices early and not much…
Diane Phillips
Diane PhillipsJanuary 4, 2019
December Market Commentary Blog

December Market Commentary

Introduction It is always difficult writing a report like this, as you are always trying…
Diane Phillips
Diane PhillipsDecember 4, 2018
Understanding pensions – what is drawdown? Blog

Understanding pensions – what is drawdown?

Drawdown is a way of achieving greater flexibility with your pension funds. Every time you…
Diane Phillips
Diane PhillipsNovember 22, 2018
November Market Commentary Blog

November Market Commentary

Introduction October was, to put it mildly, an eventful month. It was a month which…
Diane Phillips
Diane PhillipsNovember 2, 2018
Autumn 2018 Budget Overview Blog

Autumn 2018 Budget Overview

The Chancellor, Philip Hammond delivered his Autumn Budget to Parliament yesterday. We have produced a…
Diane Phillips
Diane PhillipsOctober 31, 2018
Talking about your will – don’t be one of the 93% Blog

Talking about your will – don’t be one of the 93%

A national saving and investment survey has shown only 7% of people have spoken to…
Diane Phillips
Diane PhillipsOctober 16, 2018
October Market Commentary Blog

October Market Commentary

Introduction On Tuesday, 3rd November 2020 the United States will go to the polls to…
Diane Phillips
Diane PhillipsOctober 2, 2018
6 top tips on how not to lose money from your pension each year Blog

6 top tips on how not to lose money from your pension each year

Keeping track of your pension can be difficult at the best of times, and if…
Diane Phillips
Diane PhillipsSeptember 20, 2018
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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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