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We’re 15th in FTAdviser’s Top 100 Financial Advisers!

By November 15, 2019 November 22nd, 2019 No Comments

We’ve reached position 15 on the FTAdviser’s Top 100 Financial Advisers list for 2019, and we couldn’t be happier!

It’s a significant and welcome leap forward from last year’s position of 57 and 2017’s position 86, and means the firm is now the highest ranked regional based firm in the North West.

FTAdviser ranks firms by a range of factors important to a client looking for the best financial advice, rather than simply ranking them by assets under management, which would only benefit larger firms.

The criteria include the growth rate of a business, the number of years’ experience each business has managing assets in different economic and interest-rate environments, and how well-qualified their advisers are.

Speaking at the presentation day at the Financial Times headquarters in London, Cullen Wealth founder and Chairman, Richard Cullen said: “I am incredibly proud of our team and all the hard work they put in, which has resulted in us achieving this position in the Financial Times rankings.”

Paul Baker, Director, said:  We are delighted with our place in these independent rankings, which now reflect more than just the size of a company but also the qualifications and retention of its staff. 

We believe these elements, along with a compelling and cost effective investment strategy, are vital in delivering great long term outcomes for our clients.”

Since our formation in 1998, we are now a Chartered firm employing 56 people with 22 highly qualified Consultants.

Here’s the full ranking table for 2019.