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Auto enrolment predictions wrong BlogOur news

Auto enrolment predictions wrong

More business start-ups and fewer firms going out of business mean that half a million…
Diane Phillips
Diane PhillipsOctober 19, 2015
Taking retirement benefits via an income drawdown plan? Then it’s vital to arrange a Lasting Power of Attorney BlogOur news

Taking retirement benefits via an income drawdown plan? Then it’s vital to arrange a Lasting Power of Attorney

Income drawdown allows you to take sums out of your pension pot while the rest…
Diane Phillips
Diane PhillipsOctober 19, 2015
October Market Commentary BlogOur news

October Market Commentary

The end of September, and the end of the third quarter of 2015 – a…
Diane Phillips
Diane PhillipsOctober 2, 2015
Personal savings shortfall? The state pension may not be the answer to bridging it. BlogOur news

Personal savings shortfall? The state pension may not be the answer to bridging it.

The typical working over-45 year old faces a £8,955 annual retirement income gap based on…
Diane Phillips
Diane PhillipsSeptember 21, 2015
Automatic Enrolment Earnings Trigger & Pay Fluctuations BlogOur news

Automatic Enrolment Earnings Trigger & Pay Fluctuations

The £10,000 pa earnings threshold at which employees must be assessed for Auto Enrolment was…
Diane Phillips
Diane PhillipsSeptember 21, 2015
Managing your investments in turbulent times Our news

Managing your investments in turbulent times

Many clients panic at the thought the FTSE has fallen quickly over a short period…
Diane Phillips
Diane PhillipsSeptember 21, 2015
Succession and Will Planning Our news

Succession and Will Planning

What Would Happen to Your Business if You Passed Away Tomorrow? Can you confidently answer…
Diane Phillips
Diane PhillipsSeptember 4, 2015
Guaranteed Structured Deposits – too good to be true? Maybe not… Our news

Guaranteed Structured Deposits – too good to be true? Maybe not…

Many investors continue to be disappointed with the return they are receiving on cash held…
Diane Phillips
Diane PhillipsMay 19, 2014
HMRC gain access to your bank account Our news

HMRC gain access to your bank account

George Osborne has given HMRC the power to delve into your bank accounts for money…
Diane Phillips
Diane PhillipsMay 19, 2014
A day in the life of…Karen Robinson Our news

A day in the life of…Karen Robinson

Last month we took a look at a ‘day in the life of’ our Tax…
Diane Phillips
Diane PhillipsAugust 13, 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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