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£10,000 to Francis House Blog

£10,000 to Francis House

Congratulations and thank you if you referred us to another client, as that raised £5,000…
Diane Phillips
Diane PhillipsMay 12, 2015
General Election 2015 – The Analysis Blog

General Election 2015 – The Analysis

We have waited for the election dust to settle before sharing our thoughts on this…
Diane Phillips
Diane PhillipsMay 12, 2015
Pensions and ISAs compared – how can you decide which is best? Blog

Pensions and ISAs compared – how can you decide which is best?

According to HMRC, 45% of savers in stocks and shares ISAs are aged 55 or…
Diane Phillips
Diane PhillipsMay 12, 2015
May Market Commentary Blog

May Market Commentary

In the UK April saw the clock ticking down towards the General Election. For the…
Diane Phillips
Diane PhillipsMay 1, 2015
Case Study – Maximising Pension Benefits Blog

Case Study – Maximising Pension Benefits

The situation A 60-year old business owner and chief executive had acquired various pension arrangements…
Diane Phillips
Diane PhillipsApril 16, 2015
Life insurance – have you got enough? Blog

Life insurance – have you got enough?

Most people do not think twice about protecting their homes or cars but how many…
Diane Phillips
Diane PhillipsApril 16, 2015
Freedom at Last! Blog

Freedom at Last!

With the start of the 2015/16 tax year, we see the introduction of new freedom…
Diane Phillips
Diane PhillipsApril 16, 2015
April Market Commentary Blog

April Market Commentary

The focus in March inevitably turned towards the UK Budget – delivered by Chancellor George…
Diane Phillips
Diane PhillipsApril 2, 2015
Another great tax saving opportunity! Blog

Another great tax saving opportunity!

From the 6th April married couples and civil partners will be able to cut their…
Diane Phillips
Diane PhillipsMarch 6, 2015
Flat Rate State Pension Blog

Flat Rate State Pension

From 6th April 2016 a new flat rate State Pension will be introduced for everyone,…
Diane Phillips
Diane PhillipsMarch 5, 2015
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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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