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Budget 2013 Financial planningFor businessesFor individuals

Budget 2013

Introduction To say that George Osborne faced a difficult task when he stood up to…
Diane Phillips
Diane PhillipsMarch 21, 2013
Auto Enrolment – what this means for you… For businesses

Auto Enrolment – what this means for you…

Ignore the costs of auto enrolment at your peril! Like it or not auto enrolment…
Diane Phillips
Diane PhillipsMarch 6, 2013
Year end tax planning – corporate For businesses

Year end tax planning – corporate

Whilst the end of the tax year on 5th April 2013 does not always tie…
Diane Phillips
Diane PhillipsFebruary 18, 2013
The Autumn Statement – what it means to you Financial planningFor businessesFor individuals

The Autumn Statement – what it means to you

The economy was still the top issue for the Government as the Chancellor delivered his…
Diane Phillips
Diane PhillipsDecember 6, 2012
Tax saving opportunities of Recycling Pension Income Financial planningFor businessesFor individuals

Tax saving opportunities of Recycling Pension Income

There are many reasons why those over the age of 55 may need to access…
Diane Phillips
Diane PhillipsNovember 21, 2012
Are you receiving full tax relief on your business mileage? Financial planningFor businesses

Are you receiving full tax relief on your business mileage?

Many companies pay mileage allowance when using your personal car for business travel below the approved…
Diane Phillips
Diane PhillipsNovember 7, 2012
Workplace pension advice – the most common questions Financial planningFor businesses

Workplace pension advice – the most common questions

Pensions are far from simple, many in our industry take a certain level of knowledge…
Diane Phillips
Diane PhillipsNovember 7, 2012
Pension reform Financial planningFor businesses

Pension reform

Auto enrolment has become a buzz word in the pension’s world. It is bandied around…
Diane Phillips
Diane PhillipsJune 19, 2012
Holroyd appoint Cullen Financial Planning BlogFor businessesOur news

Holroyd appoint Cullen Financial Planning

We're delighted to announce that we were recently appointed to look after the corporate pension…
Diane Phillips
Diane PhillipsApril 12, 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
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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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