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Introducing our tax services Our news

Introducing our tax services

The UK tax system used to be relatively straightforward to follow. Everyone received a personal…
Diane Phillips
Diane PhillipsJune 6, 2012
Expecting to live longer? Then start saving! BlogFinancial planning

Expecting to live longer? Then start saving!

A well-documented fact is that many people are unprepared for supporting themselves in retirement for…
Diane Phillips
Diane PhillipsMay 21, 2012
Can you ‘trust’ your Life Assurance policy Financial planning

Can you ‘trust’ your Life Assurance policy

According to some estimates, as few as 6% of life assurance policies in the UK…
Diane Phillips
Diane PhillipsMay 21, 2012
Can you survive an unexpected loss of income? Financial planning

Can you survive an unexpected loss of income?

One in three (33%) of us are spending more than our salary or are just…
Diane Phillips
Diane PhillipsMay 21, 2012
Are our affluent baby boomers reinventing retirement? Financial planning

Are our affluent baby boomers reinventing retirement?

From the US, findings in a ‘New Retirement Survey’ from Merrill-Lynch (ML), indicate that many…
Diane Phillips
Diane PhillipsMay 10, 2012
Aviva’s first working lives report Financial planning

Aviva’s first working lives report

This research is a powerful insight into the mindset and thinking of employees in the…
Diane Phillips
Diane PhillipsMay 10, 2012
A day in the life of Matt Bagguley, Business Support Financial planning

A day in the life of Matt Bagguley, Business Support

Last month we took a look at a ‘day in the life of’ one of…
Diane Phillips
Diane PhillipsMay 10, 2012
Stick or switch – current accounts Financial planning

Stick or switch – current accounts

There are 54 million current accounts in the UK, and they are big business for…
Diane Phillips
Diane PhillipsApril 13, 2012
A day in the life of Chris Marsh, Consultant Our news

A day in the life of Chris Marsh, Consultant

Last month we took a look at a ‘day in the life of’ one of…
Diane Phillips
Diane PhillipsApril 13, 2012
Finance Identity Theft – be on guard Financial planning

Finance Identity Theft – be on guard

Research undertaken by Infosecurity Europe, has uncovered that 42 per cent of a pool of…
Diane Phillips
Diane PhillipsApril 13, 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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