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HMRC gain access to your bank account Our news

HMRC gain access to your bank account

George Osborne has given HMRC the power to delve into your bank accounts for money…
Diane Phillips
Diane PhillipsMay 19, 2014
Securing a future for your children and grandchildren Blog

Securing a future for your children and grandchildren

If you are looking to create some financial security for your children, grandchildren or even…
Diane Phillips
Diane PhillipsMay 19, 2014
New Individual Savings Accounts Blog

New Individual Savings Accounts

The Chancellor, George Osborne has changed the rules for ISA’s , here’s a quick summary…
Diane Phillips
Diane PhillipsApril 15, 2014
More changes to Pensions……. BlogFor individuals

More changes to Pensions…….

The Chancellor George Osborne has announced dramatic changes to the way Pensions can be taken…
Diane Phillips
Diane PhillipsApril 15, 2014
Life Assurance for Business Owners – you could save money? Financial planningFor businesses

Life Assurance for Business Owners – you could save money?

As a business owner, it is possible to purchase personal life cover through your business,…
Diane Phillips
Diane PhillipsApril 15, 2014
Budget 2014 Overview Blog

Budget 2014 Overview

The Chancellor delivered the 2014 Budget to Parliament yesterday and, as usual, the announcements made
Diane Phillips
Diane PhillipsMarch 20, 2014
Life Insurance – have you got enough? For individuals

Life Insurance – have you got enough?

Most people do not think twice about protecting their homes or cars, but how many…
Diane Phillips
Diane PhillipsMarch 3, 2014
Pension income – annuities Financial planningFor individuals

Pension income – annuities

Much has been written in the press recently about the options available when you choose…
Diane Phillips
Diane PhillipsMarch 3, 2014
Year End Tax Planning – Corporate For businesses

Year End Tax Planning – Corporate

Whilst the end of the tax year on 5th April 2014 does not always tie…
Diane Phillips
Diane PhillipsMarch 3, 2014
Lifetime allowance / Annual Allowance Financial planningFor individuals

Lifetime allowance / Annual Allowance

In November, we wrote an article on the changes to the Lifetime Allowance and Annual…
Diane Phillips
Diane PhillipsFebruary 3, 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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