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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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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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