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Pound cost averaging in building savings Financial planningFor individuals

Pound cost averaging in building savings

Pound Cost Averaging (PCA) is a term which describes how you can build up a…
Diane Phillips
Diane PhillipsJanuary 20, 2012
Tax tips for 2012 Financial planningFor individuals

Tax tips for 2012

Want to ensure you pay less tax, or reclaim what's owed to you? See below…
Diane Phillips
Diane PhillipsJanuary 13, 2012
Findings reveal head-in-the-sand attitude towards pensions Financial planningFor individuals

Findings reveal head-in-the-sand attitude towards pensions

Despite the recent strikes against cuts in public sector pensions, Aviva reports that most British…
Diane Phillips
Diane PhillipsJanuary 13, 2012
Guaranteed Deposit Investments – too good to be true? Maybe not… Financial planningFor individuals

Guaranteed Deposit Investments – too good to be true? Maybe not…

Many investors are becomingly increasingly disappointed with the return they are receiving on cash held…
Diane Phillips
Diane PhillipsJanuary 13, 2012
January market commentary Financial planningFor businessesFor individuals

January market commentary

December saw the death of North Korea’s ‘dear leader’ Kim Jong-il, with command of the…
Diane Phillips
Diane PhillipsJanuary 13, 2012
The Office of Tax Simplification seeks overhaul of IHT and CGT Financial planningFor businessesFor 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 Phillips
Diane PhillipsDecember 16, 2011
Which? report highlights risky investment advice Financial planningFor individuals

Which? report highlights risky investment advice

According to a new Which? report, many high street banks and building societies are giving…
Diane Phillips
Diane PhillipsDecember 14, 2011
Inheritance Tax – what you need to know Financial planningFor individuals

Inheritance Tax – what you need to know

Inheritance Tax (IHT) must be a good candidate for the most loathed tax in the…
Diane Phillips
Diane PhillipsDecember 7, 2011
Abolition of contracting out on a defined contribution basis Financial planningFor individuals

Abolition of contracting out on a defined contribution basis

Do these changes affect you and your pension savings arrangements? From the 6th April 2012…
Diane Phillips
Diane PhillipsDecember 6, 2011
UK suffering from chronic lack of preparation for retirement Financial planningFor individuals

UK suffering from chronic lack of preparation for retirement

The seventh annual Scottish Widows UK Pensions Report 2011 has revealed worrying and widespread inertia…
Diane Phillips
Diane PhillipsDecember 6, 2011
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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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