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.
Company Details
- Employees
- 75
- Founded
- -
- Address
- 2 Riverview, The Embankment Business Park,, Vale Road,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.cullenwealth.co.uk
- Keywords
- Corporate pension arrangements, Employee advice, Personal financial planning, Tailored investment planning, Retirement planning for individuals, Inheritance Tax Planning, Financial advice, Pensions, Wealth management.
- HQ
- Stockport
Cullen Wealth Questions
Cullen Wealth's website is http://www.cullenwealth.co.uk
Cullen Wealth's LinkedIn profile is https://uk.linkedin.com/company/cullen-wealth
Cullen Wealth has
75 employees.
View email and phone details for 75
employees at Cullen Wealth.
Cullen Wealth's industry is
Financial Services
Cullen Wealth's top competitors are
Pareto Financial Planning,
Partners Wealth Management,
Fairstone Group Ltd,
Progeny,
Westminster Wealth Management,
Mattioli Woods,
Johnston Carmichael Wealth,
Fidelius Group,
Simpson Wood Financial Services Ltd,
Aab Wealth Limited.
Cullen Wealth's categories are Financial Services
Cullen Wealth's founding year is 1998
