I have worked in the financial services industry since 1990 and have been providing clients with independent financial advice for nearly 20 years. I joined Cullen Wealth in 2014 to provide our clients with desk-based financial advice.
I see my role as helping clients from all walks of life to understand their current investments in plain English and plan with them to achieve realistic financial goals. It is important to me that I update and review my clients every year to make sure they stay on track and, as a result, I like to be available to them whenever they need me.
I am married with a grown up son. We enjoy lots of family time together, particularly watching football. With a Liverpool and a Manchester City fan in the house, it can be interesting! When we are not arguing about football, we are keen National Trust members and like nothing more than getting out and about in the fresh air.
What our clients are saying
”Peter has looked after my financial affairs for the last 20 years. Whilst I have never met with Peter, he contacts me every year via email and telephone and we discuss my current situation and any changes that need to made to meet with my financial planning needs. He is a good listener and has always provided us with good quality advice which I am very grateful for. I know I don’t have as much money as some of Peter’s other clients but he has always treated Maureen and me well and with respect. I just hope Peter is still around to advise me when I eventually retire.Chris Morgan