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For individuals

Is tax-free cash under threat? For individuals

Is tax-free cash under threat?

The Pension Policy Institute recently published a paper on the inequalities of the tax relief…
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
How to ensure you aren’t paying too much tax… For individuals

How to ensure you aren’t paying too much tax…

Are you one of the many individuals struggling to complete your online tax return in…
Diane Phillips
Diane PhillipsOctober 16, 2013
Savers are being hit by low interest rates and high inflation For individuals

Savers are being hit by low interest rates and high inflation

The Bank of England base rate has been set at 0.50% for over 4 years…
Diane Phillips
Diane PhillipsSeptember 16, 2013
Are you looking to retire soon? You should read this first For individuals

Are you looking to retire soon? You should read this first

It is crucial that you understand that your existing pension provider will not necessarily be…
Diane Phillips
Diane PhillipsAugust 15, 2013
HMRC Tax Return Amnesty For individuals

HMRC Tax Return Amnesty

Taxpayers who have failed to submit tax returns previously requested by HMRC, have been offered…
Diane Phillips
Diane PhillipsAugust 15, 2013
3 things you should know about life assurance For individuals

3 things you should know about life assurance

1. With any existing life cover, you have already survived a part of the period…
Diane Phillips
Diane PhillipsAugust 15, 2013
4 reasons why you should review your pension For individuals

4 reasons why you should review your pension

Can you reduce your charges? Over the last 20 years, pension products have developed greatly…
Diane Phillips
Diane PhillipsJuly 5, 2013
Beware: Pensions Scam! For individuals

Beware: Pensions Scam!

Converting a pension into cash might sound very attractive if you urgently need money, however,…
Diane Phillips
Diane PhillipsJuly 5, 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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