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A personalised approach to your finances

The reason people come to us for help with their finances differs from person to person.

We have been assisting clients with a wide range of financial circumstances for over 24 years – it’s what we do. The scale of our business allows us to deliver a comprehensive yet pragmatic spectrum of advice, whatever your requirements – complex or simple – whatever the level of engagement you require. We offer a choice of approach to suit you. This could be a full financial planning exercise or a more straightforward approach focused on just one specific advice area. CW Planning or CW Advising – read more below.

Whichever approach you select, we’ll always be by your side, adapting your financial plans to match your changing circumstances and aims. All of which will be underpinned by CW Invest – our dedicated approach to investment management.

CW Planning is a strategic and in-depth approach to your finances and involves a high level of engagement from you. The aim is to pull all your finances together and plan a route to long term financial security.

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CW Advising is more tactical in nature. It may well be a precursor to full planning but it is when your needs are possibly less complex or you require a simple, timely and effective solution.

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Client Stories

Ian Taylor

I, and two of my fellow directors, first approached Cullen Wealth when we were setting up an engineering business back in 2004…

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Kevin Wood

I was at a friend’s BBQ one summer and got chatting with someone (who turned out to be Stuart Arnold from Cullen Wealth)…

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Sam Ithell

A couple of years ago, I’d finished the job I was doing at the time and had recently turned 55. On the domestic front, I no longer…

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