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Budget 2012 Overview Financial planningFor businessesFor individuals

Budget 2012 Overview

Summary The Chancellor presented his third full Budget since the coalition Government took power on…
Diane Phillips
Diane PhillipsMarch 22, 2012
Undersaving Britain Financial planningFor businessesFor individuals

Undersaving Britain

Pension saving is at its lowest level for 10 years according to recently published Department…
Diane Phillips
Diane PhillipsFebruary 6, 2012
Ten New Year’s resolutions for your financial planning Financial planningFor individuals

Ten New Year’s resolutions for your financial planning

Around 50% of us make New Year’s Resolutions and ‘sort the finances out’ must be…
Diane Phillips
Diane PhillipsJanuary 23, 2012
Findings reveal head-in-the-sand attitude towards pensions Financial planningFor individuals

Findings reveal head-in-the-sand attitude towards pensions

Despite the recent strikes against cuts in public sector pensions, Aviva reports that most British…
Diane Phillips
Diane PhillipsJanuary 13, 2012
Abolition of contracting out on a defined contribution basis Financial planningFor individuals

Abolition of contracting out on a defined contribution basis

Do these changes affect you and your pension savings arrangements? From the 6th April 2012…
Diane Phillips
Diane PhillipsDecember 6, 2011
Pension auto-enrolment must be postponed – IoD Financial planningFor businesses

Pension auto-enrolment must be postponed – IoD

The Institute of Directors has called for the Government to postpone the phased introduction of…
Diane Phillips
Diane PhillipsDecember 6, 2011
Can I afford to retire? Financial planningFor individuals

Can I afford to retire?

Retirement has often been described as “the longest holiday of your life.” But attractive as…
Diane Phillips
Diane PhillipsNovember 8, 2011
Q&A on the National Employee Savings Trust (NEST) Financial planningFor businesses

Q&A on the National Employee Savings Trust (NEST)

What is NEST? Basically, it means that all companies who aren't exempt will have to…
Diane Phillips
Diane PhillipsNovember 8, 2011
Lasting Power of Attorney, what it is and why it makes sense Financial planningFor individuals

Lasting Power of Attorney, what it is and why it makes sense

Rarely is there a more sensitive time within a family than when someone close is…
Diane Phillips
Diane PhillipsNovember 8, 2011
Affording care in later life Financial planningFor individuals

Affording care in later life

Aviva’s latest Real Retirement Survey Report shows that 70% of over-55s do not believe they…
Diane Phillips
Diane PhillipsOctober 30, 2011
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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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