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ISAs gathering dust, not interest? Financial planning

ISAs gathering dust, not interest?

An increasing number of new cash ISA products are being sold with additional interest as…
Diane Phillips
Diane PhillipsMarch 26, 2012
Ten top tax saving tips Financial planning

Ten top tax saving tips

Nobody likes paying tax, so it makes sense to do whatever you can to minimise…
Diane Phillips
Diane PhillipsMarch 26, 2012
Budget 2012 Overview Financial planningFor businessesFor individuals

Budget 2012 Overview

Summary The Chancellor presented his third full Budget since the coalition Government took power on…
Diane Phillips
Diane PhillipsMarch 22, 2012
Second out of seventy seven…not bad! Our news

Second out of seventy seven…not bad!

We're delighted to report that Cullen Financial Planning placed joint second out of 77 teams…
Diane Phillips
Diane PhillipsMarch 14, 2012
March market commentary Financial planning

March market commentary

On Monday February 27th the German Bundestag approved the Greek bailout by 496 votes to…
Diane Phillips
Diane PhillipsMarch 13, 2012
A day in the life of…Richard Fogarty – Paraplanner Our news

A day in the life of…Richard Fogarty – Paraplanner

What happens behind the scenes at Cullen Financial Planning? The role of paraplanner is an…
Diane Phillips
Diane PhillipsMarch 7, 2012
Managing and understanding investment risk Financial planning

Managing and understanding investment risk

The amount of risk involved with an investment can be managed by matching it appropriately…
Diane Phillips
Diane PhillipsFebruary 20, 2012
Protection planning and the lack of it Financial planning

Protection planning and the lack of it

Homebuyers have house insurance and motorists need to have car insurance – despite the fact…
Diane Phillips
Diane PhillipsFebruary 20, 2012
Saving for a baby? Surely not! Financial planning

Saving for a baby? Surely not!

Saving for your child’s future can be one way of giving them financial freedom in…
Diane Phillips
Diane PhillipsFebruary 20, 2012
Why should you take action? An overview of Corporate Social Responsibility Financial planningFor businesses

Why should you take action? An overview of Corporate Social Responsibility

The culture of a business develops and changes over time. It’s shaped internally by the…
Diane Phillips
Diane PhillipsFebruary 6, 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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