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January Market Commentary Blog

January Market Commentary

Traditionally, December is a ‘slow news’ month. Like August, the great and the good spend…
Diane Phillips
Diane PhillipsJanuary 5, 2015
Autumn Statement 2014: Significant changes that may affect you… Blog

Autumn Statement 2014: Significant changes that may affect you…

With an election approaching in 2015, and after the widespread changes announced in the Budget…
Diane Phillips
Diane PhillipsDecember 4, 2014
December Market Commentary Blog

December Market Commentary

November saw the G20 group of world leaders meeting in Canberra. The summit was notable…
Diane Phillips
Diane PhillipsDecember 2, 2014
Case Study – Preparing to Retire Early Blog

Case Study – Preparing to Retire Early

The Situation A married couple were referred to us by an existing client. They had…
Diane Phillips
Diane PhillipsNovember 14, 2014
Your Pension Options From April 2015 – Made Simple! Blog

Your Pension Options From April 2015 – Made Simple!

Over recent weeks and months, much has been written in the financial press about the…
Diane Phillips
Diane PhillipsNovember 14, 2014
Lasting Powers of Attorney: The Power of Positive Planning Blog

Lasting Powers of Attorney: The Power of Positive Planning

Lynette Viney-Passig is a Solicitor & Director with Swayne Johnson Solicitors. As Head of Private…
Diane Phillips
Diane PhillipsNovember 13, 2014
November Market Commentary Blog

November Market Commentary

In all the time we’ve been writing these market commentaries it’s difficult to remember a…
Diane Phillips
Diane PhillipsNovember 3, 2014
Stock Market Falls – October 2014 Blog

Stock Market Falls – October 2014

On 3rd September this year, the FTSE 100 index briefly touched 6,898.62: this was within…
Diane Phillips
Diane PhillipsOctober 21, 2014
Top Ten Tax Tips Blog

Top Ten Tax Tips

Here are 10 top tips to help mitigate the tax you pay.
Diane Phillips
Diane PhillipsOctober 9, 2014
The rules of intestacy in England and Wales have changed Blog

The rules of intestacy in England and Wales have changed

The rules around people dying intestate, or without a will, have changed from 1st October…
Diane Phillips
Diane PhillipsOctober 9, 2014
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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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