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Are our affluent baby boomers reinventing retirement? Financial planning

Are our affluent baby boomers reinventing retirement?

From the US, findings in a ‘New Retirement Survey’ from Merrill-Lynch (ML), indicate that many…
Diane Phillips
Diane PhillipsMay 10, 2012
Aviva’s first working lives report Financial planning

Aviva’s first working lives report

This research is a powerful insight into the mindset and thinking of employees in the…
Diane Phillips
Diane PhillipsMay 10, 2012
A day in the life of Matt Bagguley, Business Support Financial planning

A day in the life of Matt Bagguley, Business Support

Last month we took a look at a ‘day in the life of’ one of…
Diane Phillips
Diane PhillipsMay 10, 2012
Stick or switch – current accounts Financial planning

Stick or switch – current accounts

There are 54 million current accounts in the UK, and they are big business for…
Diane Phillips
Diane PhillipsApril 13, 2012
Finance Identity Theft – be on guard Financial planning

Finance Identity Theft – be on guard

Research undertaken by Infosecurity Europe, has uncovered that 42 per cent of a pool of…
Diane Phillips
Diane PhillipsApril 13, 2012
Protected Rights – new possibilities from April 6th Financial planning

Protected Rights – new possibilities from April 6th

Historically, many people chose to contract out of the State Earnings Related Pension Scheme using…
Diane Phillips
Diane PhillipsMarch 28, 2012
ISAs gathering dust, not interest? Financial planning

ISAs gathering dust, not interest?

An increasing number of new cash ISA products are being sold with additional interest as…
Diane Phillips
Diane PhillipsMarch 26, 2012
Ten top tax saving tips Financial planning

Ten top tax saving tips

Nobody likes paying tax, so it makes sense to do whatever you can to minimise…
Diane Phillips
Diane PhillipsMarch 26, 2012
Budget 2012 Overview Financial planningFor businessesFor individuals

Budget 2012 Overview

Summary The Chancellor presented his third full Budget since the coalition Government took power on…
Diane Phillips
Diane PhillipsMarch 22, 2012
March market commentary Financial planning

March market commentary

On Monday February 27th the German Bundestag approved the Greek bailout by 496 votes to…
Diane Phillips
Diane PhillipsMarch 13, 2012
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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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