Two fellow-directors and I first approached Cullen Wealth in 2004 when we were purchasing the engineering businesses we worked for, as we needed an executive pension scheme.
Hurst and Co., who were advisers and auditors on the purchase, were connected with Cullen Wealth and suggested we speak with them about our pension requirements.
The team at Cullen Wealth listened to our needs, discussed our situation with us and then suggested a range of options. I was impressed with their knowledge and with what they were offering. The adviser we were working closely with proposed options which we would not have thought of ourselves.
Happy with Cullen Wealth’s recommendations, we moved forward. Although it would be some years before we would be needing the results of that advice it proved extremely beneficial and has paid dividends now that we are drawing on our investments.