I joined Cullen Wealth in November 2008 and have been a client-facing adviser since 1998. Typically I work with a cross section of clients yet specialise in complex investment portfolios, trusts and Inheritance tax planning. For this reason I also hold the STEP Trust and Estate Planning Certificate for Financial Planners. I work closely with a large North Wales legal practice to ensure my clients benefit from an all-encompassing estate planning service.
I live in North Wales and am married with two children. When I am not ferrying my children to and from golf or dance competitions, I am a keen golfer and tennis player. As an enthusiastic amateur chef, there is also nothing I enjoy more than cooking for a large group of family and friends.
What our clients are saying
”We have appreciated the personal contact that John has given us and the continuity of knowing someone is looking after our assets and interests. It has given us the confidence to look to the future knowing our hard-earned money is being invested wisely through John and in our best long-term interests.John and Jean Church