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CW Review

A disciplined process for staying in touch

We operate a formalised approach to review meetings. You have the choice of time, place and frequency of meetings, but we believe that, as your circumstances will inevitably change, we should discuss the impact of these on a regular basis.

We will contact you in advance of your agreed review date to organise a meeting and provide a detailed portfolio valuation, so you can digest its content and prepare any questions.

Formal reviews will typically cover:

Answering the questions you have in relation to your investment portfolio

Any changes to your personal circumstances or objectives

An update on the progression of your pension and investments in meeting your objectives

A review of taxation, legislation, pensions and investment matters relevant to your personal situation

A review of your approach to investments and risk

Recommendations with regard to any changes to your planning

Regular Contact

We encourage contact with our team at any point you feel appropriate between meetings, and your Consultant may contact you should there be something relevant to discuss with you. You will have dedicated member of our Customer Support Team available to talk to at any time.

Newsletters

Where you provide us with an email address we will be pleased to send newsletters providing updates on topical and current matters in the world of financial services.

We’re one of the UK’s top 5 wealth managers

We are absolutely delighted to announce that Cullen Wealth has been crowned a top 5 firm in this year’s FTAdviser Top 100 Financial Advisers list.

FTAdviser’s annual rankings name the country’s leading 100 financial advice firms. This is Cullen Wealth’s fifth consecutive year in the FTAdviser Top 100. Each year we have built on the success of the previous year, climbing to the top 20 in 2022, and rising into 5th place this year.

Discover more