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The key findings of the Spring Budget 2017 summarised here… Blog

The key findings of the Spring Budget 2017 summarised here…

So the last Spring Budget was delivered to Parliament yesterday. Before you get too excited,…
Diane Phillips
Diane PhillipsMarch 9, 2017
March Market Commentary Our news

March Market Commentary

Introduction Last month was the month when it was almost impossible to keep up with…
Diane Phillips
Diane PhillipsMarch 1, 2017
ISA vs Pension Blog

ISA vs Pension

Although never the starting point for investment choice, the tax wrapper is nevertheless an important…
Diane Phillips
Diane PhillipsFebruary 17, 2017
Budget Statement 2017 Preview Blog

Budget Statement 2017 Preview

As you may be aware, the Chancellor is going to be delivering his last spring…
Diane Phillips
Diane PhillipsFebruary 17, 2017
Mothers missing out on millions Blog

Mothers missing out on millions

Thousands of mothers are missing out on state pension rights when they don’t have to…
Diane Phillips
Diane PhillipsFebruary 7, 2017
February Market Commentary Blog

February Market Commentary

Introduction Despite the claims of Brexit and the debate on triggering Article 50, it is…
Diane Phillips
Diane PhillipsFebruary 1, 2017
The financial year-end shouldn’t be taxing Blog

The financial year-end shouldn’t be taxing

With the Spring Budget on the 8th March and the end of the tax year…
Diane Phillips
Diane PhillipsJanuary 17, 2017
The numbers game Blog

The numbers game

New Year is traditionally a time of reflection and the media often plays the numbers…
Diane Phillips
Diane PhillipsJanuary 10, 2017
January Market Commentary Blog

January Market Commentary

Introduction At the start of 2016, Brexit was seen as unlikely and President Trump was…
Diane Phillips
Diane PhillipsJanuary 3, 2017
Premium bonds hit 60 this year, but are they old-fashioned? Blog

Premium bonds hit 60 this year, but are they old-fashioned?

Premium bonds hit 60 this year. On the 1st November 1956 the first ever premium…
Diane Phillips
Diane PhillipsDecember 22, 2016
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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

0161 975 6700 askus@cullenwealth.co.uk

Authorised and regulated by the Financial Conduct Authority (FCA).

Cullen Wealth Ltd trading office: 2 Riverview, Embankment Business Park, Vale Road, Heaton Mersey, Cheshire, SK4 3GN

Registered in England under company number 3495738. VAT registration number 785608389.

Part of the Mattioli Woods Group. Registered office: 1 New Walk Place, Leicester, LE1 6RU

If you cannot settle a complaint that you have with us, you may be entitled to refer it to the Financial Ombudsman Service (FOS).
Contact FOS at www.financial-ombudsman.org.uk

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