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Financial planning

What does the nil rate band really mean for me? BlogFinancial planning

What does the nil rate band really mean for me?

Changes to inheritance tax (IHT) came in during 2017, affecting the allowance for those wanting…
Diane Phillips
Diane PhillipsJanuary 26, 2018
Financial Protection – Peace of Mind BlogFinancial planningFor individuals

Financial Protection – Peace of Mind

How will your family manage if you are seriously ill, can't work, or should you…
Diane Phillips
Diane PhillipsMarch 23, 2017
Quick Guide to New Individual Savings Accounts (NISA) BlogFinancial planning

Quick Guide to New Individual Savings Accounts (NISA)

Last month we detailed all the changes occurring from the 1st July with the introduction…
Diane Phillips
Diane PhillipsJuly 21, 2014
4 reasons why you should review your pension BlogFinancial planning

4 reasons why you should review your pension

Can you reduce your charges? Over the last 20 years, pension products have developed greatly…
Diane Phillips
Diane PhillipsJuly 21, 2014
Encashing a Bond – Do you Understand the Tax Implications? BlogFinancial planning

Encashing a Bond – Do you Understand the Tax Implications?

Bonds are great investment tools, whilst invested there are no tax implications, you can take…
Diane Phillips
Diane PhillipsJuly 21, 2014
June Market Commentary BlogFinancial planningFor businessesFor individuals

June Market Commentary

Some months we sit down to write this report and think to ourselves, ‘Not much…
Diane Phillips
Diane PhillipsJune 5, 2014
Life Assurance for Business Owners – you could save money? Financial planningFor businesses

Life Assurance for Business Owners – you could save money?

As a business owner, it is possible to purchase personal life cover through your business,…
Diane Phillips
Diane PhillipsApril 15, 2014
Pension income – annuities Financial planningFor individuals

Pension income – annuities

Much has been written in the press recently about the options available when you choose…
Diane Phillips
Diane PhillipsMarch 3, 2014
Lifetime allowance / Annual Allowance Financial planningFor individuals

Lifetime allowance / Annual Allowance

In November, we wrote an article on the changes to the Lifetime Allowance and Annual…
Diane Phillips
Diane PhillipsFebruary 3, 2014
Year end tax planning, some helpful suggestions… Financial planningFor individuals

Year end tax planning, some helpful suggestions…

In financial services, the approach of spring means two things: the Budget and the end…
Diane Phillips
Diane PhillipsFebruary 3, 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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