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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
BlogFor individualsOur news

Are you coming to terms with growing older?

Are you coming to terms with growing older? Cullen Wealth have teamed up with solicitors…
Diane Phillips
Diane PhillipsOctober 19, 2015
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
BlogFor individuals

More changes to Pensions…….

The Chancellor George Osborne has announced dramatic changes to the way Pensions can be taken…
Diane Phillips
Diane PhillipsApril 15, 2014
For individuals

Life Insurance – have you got enough?

Most people do not think twice about protecting their homes or cars, but how many…
Diane Phillips
Diane PhillipsMarch 3, 2014
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
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
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
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
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
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