Previously employed in Managing Director roles, one with an independent chartered advisory firm of similar size to Cullen Wealth Limited, and the second with threesixty services LLP, where after almost 9 years, the opportunity arose for me to come back to an owner managed advisory business.
I got to know the team at Cullen Wealth Limited while working with them at threesixty, and realised what a progressive team and business this is, employing committed, likeminded people, wanting to deliver first class advice and service to all clients.
I am very proud to be part of the team at Cullen Wealth Limited, where my primary role is to deliver the business strategy over the next five years, whilst managing and growing the team, enhancing our systems, controls and processes, along with the development of our people.
Outside work, walking my young Belington Whippet, Bella, takes up most of my time, I like to ski, have a great circle of friends, play piano (sometimes well and when time permits) and like many, enjoy a nice bite to eat and drink.
What our clients are saying
”Brian has been advising our family for several years. His technical knowledge is very good, and his approach is rare among financial advisors, in that he really focuses on our personal lifestyle and needs, then tailors our investments to meet those needs, and discusses the risks of the various options available. He does not 'take control' of our assets with the sole objective of increasing them. We feel they still belong to us and he encourages us to use them in enjoying our retirement to the full. We work together. It works very well.Mr and Mrs W Poynton