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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?

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