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April Market Commentary Blog

April Market Commentary

Introduction We have commented before on the difficulty of ‘hitting a moving target.’ Sometimes in…
Diane Phillips
Diane PhillipsApril 2, 2019
Spring Statement Overview Blog

Spring Statement Overview

The Chancellor, Philip Hammond delivered his Spring Statement to Parliament yesterday. We have produced a…
Diane Phillips
Diane PhillipsMarch 14, 2019
March Market Commentary Blog

March Market Commentary

Introduction February was another month when all the important news seemed to happen in the…
Diane Phillips
Diane PhillipsMarch 5, 2019
What is ‘scheme pays’? (for tax charges on personal pensions) Blog

What is ‘scheme pays’? (for tax charges on personal pensions)

We've received a few questions from clients on how "scheme pays" works for those that…
Diane Phillips
Diane PhillipsFebruary 13, 2019
February Market Commentary Blog

February Market Commentary

Introduction The story of the US/China trade dispute was a thread running through much of…
Diane Phillips
Diane PhillipsFebruary 5, 2019
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
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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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