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Financial planning For individuals

Affording care in later life

Aviva’s latest Real Retirement Survey Report shows that 70% of over-55s do not believe they…

Diane PhillipsOctober 30, 2011

Financial planning For individuals

Don’t miss out – make the most of Inheritance Tax

According to the professional advice website, unbiased.co.uk, poor Inheritance Tax (IHT) planning will cost UK…

Diane PhillipsOctober 30, 2011

Financial planning For businesses For individuals

Generation gap – educating the young about finance

Research by Aviva surveyed 2,000 UK consumers in July 2011, including 988 over 50s. The…

Diane PhillipsOctober 30, 2011

Financial planning For businesses

What does pension auto-enrolment mean for you?

At present, many workers fail to take up valuable pension benefits because they do not…

Diane PhillipsOctober 27, 2011

We’re one of the UK’s top 5 wealth managers

We are absolutely delighted to announce that Cullen Wealth has been crowned a top 5 firm in this year’s FTAdviser Top 100 Financial Advisers list.

FTAdviser’s annual rankings name the country’s leading 100 financial advice firms. This is Cullen Wealth’s fifth consecutive year in the FTAdviser Top 100. Each year we have built on the success of the previous year, climbing to the top 20 in 2022, and rising into 5th place this year.

0161 975 6700 askus@cullenwealth.co.uk

Authorised and regulated by the Financial Conduct Authority (FCA). The FCA does not regulate taxation, trust or legal advice.

Cullen Wealth Ltd registered office: 2 Riverview, Embankment Business Park, Vale Road, Heaton Mersey, Cheshire, SK4 3GN

Registered in England under company number 3495738. VAT registration number 785608389.

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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