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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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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Davina
Cannot recommend Emma at Cullen Wealth enough, her advice is always spot on and she genuinely takes an interest in what is right for us.
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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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Clive
The reason I approached Cullen Wealth was to manage our Trust Fund. Matthew Peoples has provided us with invaluable advice and support with our family Trust Fund. Everything has been extremly...
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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...
zd
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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