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Lack of understanding around retirement income needs Blog

Lack of understanding around retirement income needs

There appears to be a distinct lack of understanding around retirement income needs. If I…
Diane Phillips
Diane PhillipsSeptember 7, 2016
How switched on to pensions are you? Blog

How switched on to pensions are you?

The question of how switched on to pensions you are, is key to planning your…
Diane Phillips
Diane PhillipsAugust 26, 2016
Providing for future generations Blog

Providing for future generations

Whether you are a proud grandparent or just wondering if family members will ever have…
Diane Phillips
Diane PhillipsAugust 9, 2016
Setting financial goals Financial planningFor individuals

Setting financial goals

Why set goals? And specifically, why set financial goals?
Diane Phillips
Diane PhillipsNovember 21, 2012
Workplace pension advice – the most common questions Financial planningFor businesses

Workplace pension advice – the most common questions

Pensions are far from simple, many in our industry take a certain level of knowledge…
Diane Phillips
Diane PhillipsNovember 7, 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
Why you need help in drawing your Personal Pension benefits Financial planningFor individuals

Why you need help in drawing your Personal Pension benefits

Diane Phillips
Diane PhillipsSeptember 25, 2012
Salary Exchange – what it is and how you can use it Financial planningFor individuals

Salary Exchange – what it is and how you can use it

In these economic times why would you ask your employer to pay you less?! Salary…
Diane Phillips
Diane PhillipsJuly 4, 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
Expecting to live longer? Then start saving! BlogFinancial planning

Expecting to live longer? Then start saving!

A well-documented fact is that many people are unprepared for supporting themselves in retirement for…
Diane Phillips
Diane PhillipsMay 21, 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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