Financial planning For businesses

Why should you take action? An overview of Corporate Social Responsibility

The culture of a business develops and changes over time. It’s shaped internally by the…

Diane PhillipsFebruary 6, 2012

Financial planning For businesses For individuals

Undersaving Britain

Pension saving is at its lowest level for 10 years according to recently published Department…

Diane PhillipsFebruary 6, 2012

Financial planning For businesses For individuals

January market commentary

December saw the death of North Korea’s ‘dear leader’ Kim Jong-il, with command of the…

Diane PhillipsJanuary 13, 2012

Financial planning For businesses For individuals

The Office of Tax Simplification seeks overhaul of IHT and CGT

Capital gains tax (CGT), inheritance tax (IHT) and entrepreneurs' relief could be radically overhauled as…

Diane PhillipsDecember 16, 2011

Financial planning For businesses

Pension auto-enrolment must be postponed – IoD

The Institute of Directors has called for the Government to postpone the phased introduction of…

Diane PhillipsDecember 6, 2011

Financial planning For businesses

Government confirms auto-enrolment delay for small firms

With George Osborne’s Autumn Statement and the strike by public sector workers happening almost simultaneously,…

Diane PhillipsDecember 6, 2011

Financial planning For businesses For individuals

George Osborne’s Autumn Statement

Chancellor George Osborne delivered his Autumn Statement at lunchtime on Tuesday, November 29th against a…

Diane PhillipsDecember 6, 2011

Financial planning For businesses

Q&A on the National Employee Savings Trust (NEST)

What is NEST? Basically, it means that all companies who aren't exempt will have to…

Diane PhillipsNovember 8, 2011

Financial planning For businesses For individuals

Generation gap – educating the young about finance

Research by Aviva surveyed 2,000 UK consumers in July 2011, including 988 over 50s. The…

Diane PhillipsOctober 30, 2011

Financial planning For businesses

What does pension auto-enrolment mean for you?

At present, many workers fail to take up valuable pension benefits because they do not…

Diane PhillipsOctober 27, 2011

We’re one of the UK’s top 5 wealth managers

We are absolutely delighted to announce that Cullen Wealth has been crowned a top 5 firm in this year’s FTAdviser Top 100 Financial Advisers list.

FTAdviser’s annual rankings name the country’s leading 100 financial advice firms. This is Cullen Wealth’s fifth consecutive year in the FTAdviser Top 100. Each year we have built on the success of the previous year, climbing to the top 20 in 2022, and rising into 5th place this year.

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0161 975 6700 askus@cullenwealth.co.uk

Authorised and regulated by the Financial Conduct Authority (FCA). The FCA does not regulate taxation, trust or legal advice.

Cullen Wealth Ltd registered office: 2 Riverview, Embankment Business Park, Vale Road, Heaton Mersey, Cheshire, SK4 3GN

Registered in England under company number 3495738. VAT registration number 785608389.

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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We’re one of the UK’s top 5 wealth managers