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Tax saving opportunities of Recycling Pension Income Financial planningFor businessesFor individuals

Tax saving opportunities of Recycling Pension Income

There are many reasons why those over the age of 55 may need to access…
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
Stick or switch – current accounts Financial planning

Stick or switch – current accounts

There are 54 million current accounts in the UK, and they are big business for…
Diane Phillips
Diane PhillipsApril 13, 2012
Saving for a baby? Surely not! Financial planning

Saving for a baby? Surely not!

Saving for your child’s future can be one way of giving them financial freedom in…
Diane Phillips
Diane PhillipsFebruary 20, 2012
Pound cost averaging in building savings Financial planningFor individuals

Pound cost averaging in building savings

Pound Cost Averaging (PCA) is a term which describes how you can build up a…
Diane Phillips
Diane PhillipsJanuary 20, 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
Guaranteed Deposit Investments – too good to be true? Maybe not… Financial planningFor individuals

Guaranteed Deposit Investments – too good to be true? Maybe not…

Many investors are becomingly increasingly disappointed with the return they are receiving on cash held…
Diane Phillips
Diane PhillipsJanuary 13, 2012
Deposit Accounts – Good, Bad and Ugly Financial planningFor individuals

Deposit Accounts – Good, Bad and Ugly

Is it really worth having a deposit account? On Thursday March 5th 2009 the Bank…
Diane Phillips
Diane PhillipsNovember 8, 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
Consolidating your ISAs – what it is and is it worth it? Financial planningFor individuals

Consolidating your ISAs – what it is and is it worth it?

Individual Savings Accounts (ISAs) were introduced in April 1999 and replaced the earlier Personal Equity…
Diane Phillips
Diane PhillipsNovember 8, 2011
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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

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

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Contact FOS at www.financial-ombudsman.org.uk

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