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Financial planning

Autumn Statement 2013 Overview Financial planningFor businessesFor individuals

Autumn Statement 2013 Overview

Introduction David Cameron – freshly back from his trade mission to China – looked on…
Diane Phillips
Diane PhillipsDecember 6, 2013
Six Ways to Transfer Wealth Financial planningFor individuals

Six Ways to Transfer Wealth

It’s been easy to look at the news headlines over the past two or three…
Diane Phillips
Diane PhillipsNovember 20, 2013
Understanding the new rules around Lifetime Allowance, fixed protection and individual protection for large pension pots Financial planningFor individuals

Understanding the new rules around Lifetime Allowance, fixed protection and individual protection for large pension pots

If you are lucky enough to have a pension pot or a pension plan that…
Diane Phillips
Diane PhillipsNovember 20, 2013
Are you investing in Active Funds? Be aware… Financial planningFor individuals

Are you investing in Active Funds? Be aware…

A recent report has highlighted that savers are losing significant sums of money by investing…
Diane Phillips
Diane PhillipsOctober 16, 2013
What you should know about buying a pension income Financial planning

What you should know about buying a pension income

What should you consider when securing an income in retirement? The economic crisis in 2008…
Diane Phillips
Diane PhillipsSeptember 16, 2013
Why you should consider reviewing your Final Salary Pension Scheme Financial planningFor individuals

Why you should consider reviewing your Final Salary Pension Scheme

What is a Final Salary Pension Scheme? Also known as a defined benefit pension scheme,…
Diane Phillips
Diane PhillipsMay 21, 2013
Protection planning and the lack of it Financial planningFor individuals

Protection planning and the lack of it

Homebuyers need to have house insurance and motorists need to have car insurance – despite…
Diane Phillips
Diane PhillipsMay 21, 2013
Could you be losing a pension down a ‘black hole’? Financial planningFor individuals

Could you be losing a pension down a ‘black hole’?

A shift in the UK working culture and confusion around retirement planning is creating a…
Diane Phillips
Diane PhillipsMay 21, 2013
What auto-enrolment means for you and your business… Financial planningFor businesses

What auto-enrolment means for you and your business…

The Federation of Small Businesses reported last week that more than 60% of UK SME…
Diane Phillips
Diane PhillipsMay 17, 2013
2012-2013 Tax Returns Financial planning

2012-2013 Tax Returns

Despite HMRC’s staff taking industrial action on the first day of the new tax year,…
Diane Phillips
Diane PhillipsApril 16, 2013
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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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