Cullen Wealth

Independent Financial Adviser 2 Riverview, The Embankment Business Park, Vale Road, Heaton Mersey, Cheshire, SK4 3GN
Response rating
7.0 /10
FCA verified
9th September 2019
We know that managing your finances is about more than looking after your money. It’s about achieving your lifelong goals.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Long term care
Meet our advisers
Dave Collins
Senior Consultant
Emma McNulty
Senior Consultant
Tom Sheldon
Consultant
Ken Allen
Senior Consultant
Stuart Arnold
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Robert Doogan
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Brian Chambers
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Praful Mistry
Consultant
Peter German
Consultant
Lewis Smith
Senior Consultant
Paul Shaw
Senior Consultant
John Millington
Senior Consultant
Paul Delargy
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Graham Morgan
Senior Consultant
Paul Brennan
Senior Consultant
David Trew
Senior Consultant
Patrick Dryden-Stuart
Consultant
Chris Marsh
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
Dear Richard I thought I would like to write a short note to say that I am very pleased with the service, detail and all aspects of my financial planning I am receiving from Stuart Arnold. Thank you for the excellent service and the wonderful support team you have created. Chris Strong
Chris Strong, Wimborne, Dorset
Good Morning Praful Thanks for yesterday, first time ever someone has explained the process to me in a way I could understand. Kind Regards Paul Kivel Richmond Cabinet Company Limited Glossop
Paul Kivel, Richmond Cabinet Company Limited, Glossop
With the recent Government changes to pensions, affecting people aged 55 years and over, l was propelled to sort out my pension plans – which meant ‘digging out’ statements that had been placed in a drawer and left for many, many years. I didn’t know where they were all being invested, whether they were all performing at their best, so should be left, or whether it would be better to combine them all and invest in something else. Dave Collins came to see me and took control immediately! He spent time to find out more about me, and my current lifestyle and situation, and what l wanted to achieve in the future. He and his team contacted all the providers, got all the relevant details and then put a plan together to give me what they felt was the best investment, and possible return, for the amount of risk l was prepared to take. Not only did he explain everything in layman’s terms about what it all meant, but allowed me to feel in control the whole time! I feel as though a huge weight has been lifted off my shoulders and will make sure that l get Dave to my review my plans on a regular basis – we are already in discussion about updating my life and income protection plans, now that l am self employed. I would thoroughly recommend Dave, and Cullen Wealth, to anyone who needs to get their finances in order and will be trying hard to get referrals for him. Zoe Day The Small Marketing Company Shropshire
Zoe Day, The Small Marketing Company, Shropshire
Where to find us

2 Riverview, The Embankment Business Park, Vale Road, Heaton Mersey, Cheshire, SK4 3GN

Make an enquiry
About us

We provide investments, pensions and tax planning for private and corporate clients.

Since 1998, our personal approach has helped make Cullen Wealth one of the largest and most respected teams of independent financial advisers in the North West and nationwide. Today, a team of over forty people, including twenty one highly qualified consultants, work to help our clients achieve their goals.

Our services

Cullen Wealth is one of the largest financial advisory firms in the North West of England. Since 1998 we have grown predominately through personal recommendations from existing clients that have appreciated our personal approach, and feel confident in our expertise.

We do two things well. We understand and agree with our clients what they are seeking to achieve. We build, manage and monitor strategies with our clients to achieve those objectives.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

Authorised and regulated by the Financial Conduct Authority (FCA). The FCA does not regulate taxation, trust or legal advice.

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