Cullen Wealth
Initial consultation free
Independent
With a client first approach, we deliver tailored, tax-efficient financial solutions, from investments and pensions to succession and estate planning. Offering transparent, fee based advice, you can us trust to achieve your financial ambitions.
We can advise you on
Clients
helped
362helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Ms Hayley Glennon
Mr Yasin Patel
What our clients say
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Paul Kivel
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
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Zoe Day
With recent pension changes affecting those over 55, I finally tackled my pension plans—digging out old statements left untouched for years.
I had no idea where my money was invested, whether it was...
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Alistair
We've been clients of Cullen Wealth since our original Financial Adviser merged his business with them a few years ago, and we have been completely satisfied with their advice, service and support...
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Chris Strong
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...
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Dave
Cullen Wealth have supported us for the last decade, and their knowledge and advice has been invaluable to us. We are very happy with the growth of our investments, and the support we receive on an...
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Peter
I've used Cullen Wealth for over 15 years and I'm very happy with the service. The advice I've received has been consistently sound and tailored to my specific circumstances and requirements. Its...
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