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8 Financial Planning Steps Blog

8 Financial Planning Steps

8 Financial planning steps you should take in the 5 years before you retire For…
joshuahumphreys@cullenwealth.co.uk
joshuahumphreys@cullenwealth.co.ukJuly 12, 2017
Cohabiting couples! You need to make a will! Blog

Cohabiting couples! You need to make a will!

If a man and a woman in a relationship don’t want to marry and many…
joshuahumphreys@cullenwealth.co.uk
joshuahumphreys@cullenwealth.co.ukJuly 10, 2017
July Market Commentary Blog

July Market Commentary

Introduction June was a fairly quiet month. Well, apart from the chaotic General Election in…
joshuahumphreys@cullenwealth.co.uk
joshuahumphreys@cullenwealth.co.ukJuly 10, 2017
Keeping track of your pension… Blog

Keeping track of your pension…

3 steps to keeping track of your pension A recent study has revealed the worrying…
joshuahumphreys@cullenwealth.co.uk
joshuahumphreys@cullenwealth.co.ukJune 22, 2017
Election Summary 2017 Blog

Election Summary 2017

Voting has now closed and the results are in! We have waited for the election…
joshuahumphreys@cullenwealth.co.uk
joshuahumphreys@cullenwealth.co.ukJune 13, 2017
June Market Commentary Blog

June Market Commentary

Introduction As we wrote last year, ‘It is tempting to think that Brexit is the…
joshuahumphreys@cullenwealth.co.uk
joshuahumphreys@cullenwealth.co.ukJune 6, 2017
Changes to Inheritance Tax (IHT) – it’s complicated! Blog

Changes to Inheritance Tax (IHT) – it’s complicated!

By 2020-21 couples could be free of IHT on up to £1m of their wealth…
Diane Phillips
Diane PhillipsMay 19, 2017
Pre-election summary 2017 Blog

Pre-election summary 2017

Following the dissolution of parliament last week, party leaders have hit the election campaign trail.…
Diane Phillips
Diane PhillipsMay 11, 2017
May Market Commentary Blog

May Market Commentary

Introduction It’s difficult to know where to begin this month. In France? Where we now…
Diane Phillips
Diane PhillipsMay 3, 2017
New tax year – limits and allowances Blog

New tax year – limits and allowances

Plan early Why not use your ISA and Pension allowances now rather than waiting until…
Diane Phillips
Diane PhillipsApril 24, 2017
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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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