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Matthew Testa

Chartered Financial Planner

I joined Cullen Wealth in 2016 after graduating from the University of Manchester with a first class degree in Business Management. I developed my technical knowledge as part of our research and technical team which helped me to achieve Chartered status in 2022.

I take great pride in helping clients to achieve their ambitions through robust financial planning. I specialise in a number of areas, including retirement planning, investment advice and Inheritance Tax planning.

Outside the office I enjoy running (when it’s not raining!) and long walks. I’m also passionate about food – which is understandable given my Italian heritage!

What do clients have to say?

Support team

Kirsty Moloney

Corporate Client Administrator

Lauren Walsh

Adviser Support Team Manager

Naomi Greenwood

Paraplanner

UK’s ‘Top 20’ Wealth Managers 4 years in a row

We are absolutely delighted to announce that Cullen Wealth has placed 16th in this year’s FT Advisor ‘Top 100 Financial Advisers‘ list.

FT Adviser’s annual rankings highlight the nation’s top 100 financial advice firms. This year, we are pleased to announce that Cullen Wealth has secured its place for a fourth consecutive year. This recognition reflects our unwavering commitment to providing consistent, high-quality service to our clients.

We extend our sincere gratitude to all our valued clients for their continued trust and support. As we look ahead, we remain dedicated to working closely with each of you, ensuring that your financial goals and aspirations continue to be our number one priority.

FT Adviser 'Top 100 Financial Adviser Award'_Cullen Wealth_Top 20_2024
Ft Adviser 'Top 100 Financial Adviser Award_Cullen Wealth_Top 05_2023
FT Adviser 'Top 100 Financial Adviser Award'_Cullen Wealth_Top 20_2022
FT Adviser 'Top 100 Financial Adviser Award'_Cullen Wealth_Top 20_2021