I have been a Consultant at Cullen Wealth since 2007. With a degree in Economics and CII Diploma in Financial Services, I specialise in providing holistic retirement, investment and protection planning advice. I enjoy taking the time to understand my clients’ financial needs and aspirations. That’s only the start. I believe in building long term relationships with clients and making sure that we meet up regularly to keep all the plans on track.
I am proud of the fact I receive numerous referrals from my clients to their friends, family and colleagues. I hope this reflects that I have a friendly yet professional approach to the very important business of financial planning.
I live in Stockport with my partner and her son. At the weekends, we enjoy walking our dog Dingo in the many surrounding parks. I am also a Manchester City season ticket holder and have supported them through the bad times as well as the more recent good!
What our clients are saying
”David has been my Financial Adviser over the last eight years and I have found the experience to be informative and financially rewarding. I have saved a large amount of tax during this time while receiving good investment returns. I feel confident all my financial affairs are arranged to meet our aims and goals in life, and find David to be proactive, thorough and always keeping me up to date with any issues that might affect me.Richard Addis