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Retirement plans on hold Blog

Retirement plans on hold

Retirement on hold A third of people aged over 50 who are employed in the…
Diane Phillips
Diane PhillipsApril 20, 2016
Are you looking to retire soon? You should read this first For individuals

Are you looking to retire soon? You should read this first

It is crucial that you understand that your existing pension provider will not necessarily be…
Diane Phillips
Diane PhillipsAugust 15, 2013
The value of your future pension Financial planningFor individuals

The value of your future pension

The Financial Services Authority (FSA), our regulator and watchdog, is introducing changes from 2014 regarding…
Diane Phillips
Diane PhillipsJanuary 21, 2013
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
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
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
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
Aviva’s first working lives report Financial planning

Aviva’s first working lives report

This research is a powerful insight into the mindset and thinking of employees in the…
Diane Phillips
Diane PhillipsMay 10, 2012
Holroyd appoint Cullen Financial Planning BlogFor businessesOur news

Holroyd appoint Cullen Financial Planning

We're delighted to announce that we were recently appointed to look after the corporate pension…
Diane Phillips
Diane PhillipsApril 12, 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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