Skip to main content

Individuals and families

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.

Read more

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.

Read more

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…

Read story

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)…

Read story

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…

Read story

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