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Freedom and Choice in Pensions – Radical Changes Blog

Freedom and Choice in Pensions – Radical Changes

Following George Osborne’s radical budget announcements in March, there has been huge coverage in the…
Diane Phillips
Diane PhillipsJuly 25, 2014
Quick Guide to New Individual Savings Accounts (NISA) BlogFinancial planning

Quick Guide to New Individual Savings Accounts (NISA)

Last month we detailed all the changes occurring from the 1st July with the introduction…
Diane Phillips
Diane PhillipsJuly 21, 2014
4 reasons why you should review your pension BlogFinancial planning

4 reasons why you should review your pension

Can you reduce your charges? Over the last 20 years, pension products have developed greatly…
Diane Phillips
Diane PhillipsJuly 21, 2014
Encashing a Bond – Do you Understand the Tax Implications? BlogFinancial planning

Encashing a Bond – Do you Understand the Tax Implications?

Bonds are great investment tools, whilst invested there are no tax implications, you can take…
Diane Phillips
Diane PhillipsJuly 21, 2014
July Market Commentary Blog

July Market Commentary

June was a good month for British and Chinese manufacturing, a disastrous month for General…
Diane Phillips
Diane PhillipsJuly 2, 2014
Pension or NISA, which one is nicer? Blog

Pension or NISA, which one is nicer?

Radical changes to pensions and ISAs have reopened the debate on where is the best…
Diane Phillips
Diane PhillipsJune 17, 2014
Why you should consider reviewing your Final Salary Pension Scheme Blog

Why you should consider reviewing your Final Salary Pension Scheme

What is a Final Salary Pension Scheme? Also known as a defined benefit pension scheme,…
Diane Phillips
Diane PhillipsJune 17, 2014
Second property rented out – Are you at risk? Blog

Second property rented out – Are you at risk?

Recent legislation changes means that HMRC has more power than ever before when it comes…
Diane Phillips
Diane PhillipsJune 17, 2014
June Market Commentary BlogFinancial planningFor businessesFor individuals

June Market Commentary

Some months we sit down to write this report and think to ourselves, ‘Not much…
Diane Phillips
Diane PhillipsJune 5, 2014
Guaranteed Structured Deposits – too good to be true? Maybe not… Our news

Guaranteed Structured Deposits – too good to be true? Maybe not…

Many investors continue to be disappointed with the return they are receiving on cash held…
Diane Phillips
Diane PhillipsMay 19, 2014
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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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