Cullen Wealth
Financial Services
United Kingdom
75 employees
- Employees
- 75
- Contacts
- 2
- Emails
- 2
Cullen Wealth Overview
- Headquarters
- United Kingdom
- Website
- www.cullenwealth.co.uk
- Industry
- Financial Services
- Employees
- 75
- Founded
- 1998
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Cullen Wealth
Established in 1998, Cullen Wealth has grown to employ over 75 staff including 28 independent financial planning consultants. In 2018, we reached the landmark milestone of having c.£1 billion of clients funds under our management and are one of the largest independently owned financial advisory businesses in the North West. We are a service orientated organisation where the client is at the centre of everything we do. With clients ranging from individuals to blue chip corporates, we ensure that the advice and service we deliver is right for you. Our success is rooted in an ability to offer you a truly personal service. The strength in our business comes from our people. With specialists across all areas of financial planning being backed up by an expert technical team and excellent support staff ensuring we are up to date with the latest regulatory and economic issues and we believe our client service is second to none. We are proud to boast Chartered Financial Planner status, and in the past four years we have been ranked in the top 25 financial advisory firms in the UK by the Financial Times. In 2023 we placed 5th.
Cullen Wealth Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
Cullen Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Matt Laing | Head of Corporate Member Services | Manchester, England, United Kingdom |
Email
|
| Paul Brennan | Chartered Financial Planner | Stockport, England, United Kingdom |
Email
|
| Linda Girard | Chartered Financial Planner | Frodsham, England, United Kingdom |
View
|
| Lee Jeavons | Senior Consultant - Cullen Wealth |
View
|
Employees by Management Level
Individual contributor
2 profiles
VP / Head
1 profile
Senior / Lead
1 profile
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