Travelling the world. Spending time with your family. Catching up on your passions. Whatever your age or ambitions for life beyond work, we will help you achieve them.
Planning your perfect retirement
It’s never too early to start planning and saving for retirement. We’re here to help you do just that. During a meeting with you, we will explain your different pension choices and the risks and benefits of certain investment strategies.
Following this meeting, we will research your current pensions and contact the providers for information on their values and charges.
Recommending your solution
We will arrange a further meeting with you to discuss your current situation. Your Cullen Wealth consultant will also recommend ways to secure the retirement you want. For younger people, this might mean investing in a higher-risk solution with potentially greater returns over time. Or for those closer to retirement, we may recommend bringing various pensions together and minimising risk, as part of your overall retirement planning.
Putting your plans in place
Once you agree to our proposal, we will put everything in place and give you online access to your solutions where appropriate. At agreed intervals, we’ll meet with you to check and discuss how your solution is performing. If necessary, we’ll adapt your plan to ensure it keeps meeting your evolving needs.