I joined Cullen Wealth in October 2013 and have worked in financial services since 1992. I specialise in corporate business; personal protection; retirement planning; profit extraction for directors; and corporate and personal investments. My sole aim is to ensure that business owners and individuals are aware of and cover all the bases in their financial planning. I also work with a network of professional services firms in and around Shropshire to deliver a fully rounded service to my clients.
Outside of work, I am married, have three children and live in a small village near Shrewsbury, where I enjoy being involved in local community events. Time permitting, I am a very keen golfer and, one day, would love to walk the Masters course at Augusta National. I am also very proud to be a Trustee of The R.E.A.L. Foundation Trust, which seeks to raise the aspirations of hard to reach and disengaged young people and their families.
What our clients are saying
”I have known Dave for over 26 years. I count him as a true friend and a confidant. Over those years, when the situation required it, he would advise me on any financial problem that arose. Not once did he fail to point me in the most prudent direction. Dave has the qualities and skills to instil confidence, and is a professional, logical thinker. He is a man of integrity, trustworthiness and common sense. I have complete trust in Dave and his abilities to do the best for me.T.F. Atherton