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February Market Commentary Blog

February Market Commentary

The great thing about writing this bulletin is that you make a note of something…
Diane Phillips
Diane PhillipsFebruary 2, 2015
Video – Pension changes 6 April 2015 Blog

Video – Pension changes 6 April 2015

Who thought this would be possible? We have come across a short video that explains…
Diane Phillips
Diane PhillipsJanuary 16, 2015
Year end tax planning, some helpful suggestions… Blog

Year end tax planning, some helpful suggestions…

In financial services, this time of year means two things: the Budget and the end…
Diane Phillips
Diane PhillipsJanuary 13, 2015
New Individual Savings Accounts (NISA) Blog

New Individual Savings Accounts (NISA)

We are now less than three months to the end of the tax year for…
Diane Phillips
Diane PhillipsJanuary 13, 2015
Case study – Building a tax efficient investment portfolio Blog

Case study – Building a tax efficient investment portfolio

The situation Upon disposal of his business, Steve accumulated a capital lump sum. He needed to…
Diane Phillips
Diane PhillipsJanuary 12, 2015
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
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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

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Part of the Mattioli Woods Group. Registered office: 1 New Walk Place, Leicester, LE1 6RU

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Contact FOS at www.financial-ombudsman.org.uk

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