Cullen Wealth
Company

Cullen Wealth

Financial Services United Kingdom 75 employees
Employees
75
Contacts
2
Emails
2

Cullen Wealth Overview

Headquarters
United Kingdom
Industry
Financial Services
Employees
75
Founded
1998
NAICS
Finance and Insurance
Monetary 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 Contact
Matt Laing Head of Corporate Member Services
Email
Paul Brennan Chartered Financial Planner
Email
Linda Girard Chartered Financial Planner
View
Lee Jeavons Senior Consultant - Cullen Wealth
View

Employees by Management Level

Individual contributor 2 profiles
VP / Head 1 profile
Senior / Lead 1 profile

Compare Similar Companies to Cullen Wealth