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October market commentary BlogFinancial planning

October market commentary

‘No news is good news’ as the old saying goes – or as world stock…
Diane Phillips
Diane PhillipsOctober 10, 2012
Auto Enrolment is coming: here’s what it means to you BlogFinancial planning

Auto Enrolment is coming: here’s what it means to you

As has been widely reported, there’s been a problem with UK pensions for many years.…
Diane Phillips
Diane PhillipsOctober 10, 2012
Child Benefit – benefits for children and family Financial planningFor individuals

Child Benefit – benefits for children and family

If the net taxable income for you or your spouse/partner was in excess of £50,000…
Diane Phillips
Diane PhillipsSeptember 25, 2012
Why pension income is falling Financial planningFor individuals

Why pension income is falling

Successive governments over the last decade have set clear objectives to keep interest rates and…
Diane Phillips
Diane PhillipsSeptember 25, 2012
Why you need help in drawing your Personal Pension benefits Financial planningFor individuals

Why you need help in drawing your Personal Pension benefits

Diane Phillips
Diane PhillipsSeptember 25, 2012
Retail Distribution Review (RDR) – what is it? Financial planning

Retail Distribution Review (RDR) – what is it?

Much press has been written lately with the headline, Retail Distribution Review, or RDR, but…
Diane Phillips
Diane PhillipsSeptember 16, 2012
September Market Commentary Financial planning

September Market Commentary

Anyone remember August 2007? Kanye West was number one with Stronger, Sven-Goran Eriksson was Premier…
Diane Phillips
Diane PhillipsSeptember 14, 2012
Business Protection – can you afford not to have it? Financial planning

Business Protection – can you afford not to have it?

Running a successful and profitable company is difficult at the best of times, and in…
Diane Phillips
Diane PhillipsSeptember 14, 2012
Personal protection – what is it and why should we have it? Financial planning

Personal protection – what is it and why should we have it?

In years gone by, many of us were used to the local insurance man calling…
Diane Phillips
Diane PhillipsAugust 29, 2012
Higher rate pension savers missing out on tax relief Financial planning

Higher rate pension savers missing out on tax relief

Figures from HMRC show that 55 per cent of the estimated 900,000 higher rate taxpayers…
Diane Phillips
Diane PhillipsAugust 29, 2012
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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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