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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
Changes to Taxation on Pension Death Benefits Blog

Changes to Taxation on Pension Death Benefits

George Osborne, The Chancellor of the Exchequer has just announced that from April 2015 there…
Diane Phillips
Diane PhillipsOctober 9, 2014
October Market Commentary Blog

October Market Commentary

Throughout the summer this bulletin has been focused on events in the Ukraine, now we…
Diane Phillips
Diane PhillipsOctober 3, 2014
Pensions – Freedom and Choice – September update Blog

Pensions – Freedom and Choice – September update

Back in March, the chancellor George Osborne announced major changes for money purchase Pension schemes.…
Diane Phillips
Diane PhillipsSeptember 23, 2014
Scottish Independence Results – Update Blog

Scottish Independence Results – Update

The news has been dominated for some time by the Scottish vote on independence. There…
Diane Phillips
Diane PhillipsSeptember 22, 2014
Lasting Power of Attorney Blog

Lasting Power of Attorney

Rarely is there a more sensitive time within a family than when someone close is…
Diane Phillips
Diane PhillipsSeptember 12, 2014
HMRC – Tax Return Amnesty Blog

HMRC – Tax Return Amnesty

Do you have any undeclared income? If so, you may be able to take advantage…
Diane Phillips
Diane PhillipsSeptember 12, 2014
Have you claimed your tax relief on pension contributions? Blog

Have you claimed your tax relief on pension contributions?

Are you one of the many individuals who have not yet claimed the higher rate…
Diane Phillips
Diane PhillipsSeptember 12, 2014
September Market Commentary Blog

September Market Commentary

The phrase ‘the world looked a dangerous place’ has been used many times to describe…
Diane Phillips
Diane PhillipsSeptember 3, 2014
VCTs and EIS compared Blog

VCTs and EIS compared

Both are high risk investments – but both have the potential of high reward…
Diane Phillips
Diane PhillipsAugust 18, 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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