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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
Year end tax planning, some helpful suggestions… Financial planningFor individuals

Year end tax planning, some helpful suggestions…

In financial services, the approach of spring means two things: the Budget and the end…
Diane Phillips
Diane PhillipsFebruary 3, 2014
Consider your Capital Gains Tax position For businesses

Consider your Capital Gains Tax position

Capital Gains Tax is a tax on the profit or gain you make when you…
Diane Phillips
Diane PhillipsFebruary 3, 2014
Autumn Statement 2013 Overview Financial planningFor businessesFor individuals

Autumn Statement 2013 Overview

Introduction David Cameron – freshly back from his trade mission to China – looked on…
Diane Phillips
Diane PhillipsDecember 6, 2013
Six Ways to Transfer Wealth Financial planningFor individuals

Six Ways to Transfer Wealth

It’s been easy to look at the news headlines over the past two or three…
Diane Phillips
Diane PhillipsNovember 20, 2013
Is tax-free cash under threat? For individuals

Is tax-free cash under threat?

The Pension Policy Institute recently published a paper on the inequalities of the tax relief…
Diane Phillips
Diane PhillipsNovember 20, 2013
Understanding the new rules around Lifetime Allowance, fixed protection and individual protection for large pension pots Financial planningFor individuals

Understanding the new rules around Lifetime Allowance, fixed protection and individual protection for large pension pots

If you are lucky enough to have a pension pot or a pension plan that…
Diane Phillips
Diane PhillipsNovember 20, 2013
Are you investing in Active Funds? Be aware… Financial planningFor individuals

Are you investing in Active Funds? Be aware…

A recent report has highlighted that savers are losing significant sums of money by investing…
Diane Phillips
Diane PhillipsOctober 16, 2013
Why should I make a Will? Blog

Why should I make a Will?

In this modern age of complex financial affairs, extended families and increased litigation, making a…
Diane Phillips
Diane PhillipsOctober 16, 2013
How to ensure you aren’t paying too much tax… For individuals

How to ensure you aren’t paying too much tax…

Are you one of the many individuals struggling to complete your online tax return in…
Diane Phillips
Diane PhillipsOctober 16, 2013
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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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