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Key dates for useful financial steps Blog

Key dates for useful financial steps

This time of year means two things: the Autumn Budget and the end of the…
Diane Phillips
Diane PhillipsNovember 21, 2016
Save more tax! Blog

Save more tax!

Save more tax by not waiting until the end of the tax year to use your ISA…
Diane Phillips
Diane PhillipsJune 23, 2016
HMRC Tax Return Amnesty For individuals

HMRC Tax Return Amnesty

Taxpayers who have failed to submit tax returns previously requested by HMRC, have been offered…
Diane Phillips
Diane PhillipsAugust 15, 2013
Avoid Interest – Pay Your Tax On Time For businesses

Avoid Interest – Pay Your Tax On Time

Yet another tax payment deadline is fast approaching. If you are in the payments on…
Diane Phillips
Diane PhillipsJuly 5, 2013
2012-2013 Tax Returns Financial planning

2012-2013 Tax Returns

Despite HMRC’s staff taking industrial action on the first day of the new tax year,…
Diane Phillips
Diane PhillipsApril 16, 2013
Tax deadline approaching – don’t miss out For individuals

Tax deadline approaching – don’t miss out

The end of the tax year (5 April 2013) is fast approaching and with it,…
Diane Phillips
Diane PhillipsFebruary 27, 2013
Year end tax planning – individuals For individuals

Year end tax planning – individuals

In financial services, the approach of Spring means two things: the Budget (20th March this…
Diane Phillips
Diane PhillipsFebruary 18, 2013
Year end tax planning – corporate For businesses

Year end tax planning – corporate

Whilst the end of the tax year on 5th April 2013 does not always tie…
Diane Phillips
Diane PhillipsFebruary 18, 2013
Tax codes Financial planning

Tax codes

With another new tax year fast approaching, HMRC have begun to issue tax codes to…
Diane Phillips
Diane PhillipsFebruary 18, 2013
Tax Deadlines Financial planningFor individuals

Tax Deadlines

Recent legislation changes have led to HMRC being given more power than ever before when…
Diane Phillips
Diane PhillipsJanuary 21, 2013
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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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