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Year end tax planning – individuals For individuals

Year end tax planning – individuals

In financial services, the approach of Spring means two things: the Budget (20th March this…
Diane Phillips
Diane PhillipsFebruary 18, 2013
Child Benefit Update Financial planningFor individuals

Child Benefit Update

If you or your partner earns in excess of £50,000 this year, you will lose…
Diane Phillips
Diane PhillipsJanuary 21, 2013
Child Benefit Update Financial planningFor individuals

Child Benefit Update

HMRC have now released details on how the withdrawal of Child Benefit from 7 January 2013…
Diane Phillips
Diane PhillipsNovember 21, 2012
Grandparents can make a grandchild a millionaire from just £240 per month Financial planningFor individuals

Grandparents can make a grandchild a millionaire from just £240 per month

According to data produced by Skandia, if grandparents put just £240 a month (which equates…
Diane Phillips
Diane PhillipsOctober 22, 2012
Child Benefit – benefits for children and family Financial planningFor individuals

Child Benefit – benefits for children and family

If the net taxable income for you or your spouse/partner was in excess of £50,000…
Diane Phillips
Diane PhillipsSeptember 25, 2012
Financial planning and divorce Financial planningFor individuals

Financial planning and divorce

No-one who is going through a divorce finds the process easy: it’s long, messy and…
Diane Phillips
Diane PhillipsJune 22, 2012
Can you survive an unexpected loss of income? Financial planning

Can you survive an unexpected loss of income?

One in three (33%) of us are spending more than our salary or are just…
Diane Phillips
Diane PhillipsMay 21, 2012
Are our affluent baby boomers reinventing retirement? Financial planning

Are our affluent baby boomers reinventing retirement?

From the US, findings in a ‘New Retirement Survey’ from Merrill-Lynch (ML), indicate that many…
Diane Phillips
Diane PhillipsMay 10, 2012
Finance Identity Theft – be on guard Financial planning

Finance Identity Theft – be on guard

Research undertaken by Infosecurity Europe, has uncovered that 42 per cent of a pool of…
Diane Phillips
Diane PhillipsApril 13, 2012
Protected Rights – new possibilities from April 6th Financial planning

Protected Rights – new possibilities from April 6th

Historically, many people chose to contract out of the State Earnings Related Pension Scheme using…
Diane Phillips
Diane PhillipsMarch 28, 2012
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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

0161 975 6700 askus@cullenwealth.co.uk

Authorised and regulated by the Financial Conduct Authority (FCA).

Cullen Wealth Ltd trading office: 2 Riverview, Embankment Business Park, Vale Road, Heaton Mersey, Cheshire, SK4 3GN

Registered in England under company number 3495738. VAT registration number 785608389.

Part of the Mattioli Woods Group. Registered office: 1 New Walk Place, Leicester, LE1 6RU

If you cannot settle a complaint that you have with us, you may be entitled to refer it to the Financial Ombudsman Service (FOS).
Contact FOS at www.financial-ombudsman.org.uk

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