Matt Laing work email
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Matt Laing personal email
Established in 1998, Cullen Wealth has grown to employ over 50 staff including 20 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.I joined Cullen Wealth in 2016 and have worked in financial services since 2002. I am qualified with a Diploma in Financial Planning.Within my role, I understands the importance of good, solid retirement planning and I work closely with my clients to help them visualise what their retirement will look like.
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ConsultantCullen WealthManchester, Gb -
Head Of Corporate Member Services / ConsultantCullen Wealth Apr 2023 - PresentStockport, England, United Kingdom -
ConsultantCullen Wealth Jun 2016 - PresentEstablished in 1998, Cullen Wealth has grown to employ over 50 staff including 20 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.
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Account ManagerAegon Uk Jul 2012 - Jun 2016Salford QuaysAccount manager individually targeted to work with business partners to increase platform assets. Positioned in the At Retirement space to help advisers and customers manage retirement planning. -
Sales ManagerShepherds Mutual Solutions Dec 2011 - May 2012Stockport, United KingdomResponsible for the management, development & motivation of a newly set-up team of financial advisers and paraplanners.Team aim to write business from financial advice related questions that were submitted through a website. Monitored and assessed calls effectively, along with ensuring individual‘s managed their time and processes efficiently and successfullyIndividual & team coachingHeld 1:1 meetings and managed KPI’s Produced & reported statistical MIBuilt strong business relationships with key product providers and other external partners.To manage own and team’s objectives and targets -
Senior Account Manager: Employee Risk SpecialistFriends Provident Life & Pensions Jul 2008 - Sep 2011Manchester, United KingdomOffered opportunity by management to become Senior Account Manager of a newly set-up team of 4 Account Managers with the sole purpose of increasing Group Income Protection new business in the IFA/EBC market.Personally secured the team's largest scheme to date, which was 103% of individual target.Devised panels and identified the players in the market in which to target.Along with proactive sales and account management, role also includes team management responsibilities.Attended client visits and worked face to face with 'Top 10' Accounts.In 3 years hit 99% & 92% of targets.
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Senior Telephone Account Manager: Corporate Pension Specialist/Individual Business WriterFriends Provident Life & Pensions Plc Apr 2007 - Jul 2008Manchester, United KingdomThe only Senior Account Manager authorised to write corporate pension business in the department.Led team of 5 Account Managers whose main purpose was to write corporate pension business for the department.At time of Strategic Review, was projecting the highest % to target in the department.Held the highest target in the department.Won place on Convention to Morocco based on business written. Also won other incentives.Targeted for wealth management and protection with a specialism in corporate pensions. Element of role was to educate and develop the departmental culture to generate leads and referrals of corporate pensions to the corporate pension sales team. Actively involved in the recruitment process for the department.
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Account ManagerFriends Provident Life & Pensions Plc Nov 2004 - Dec 2007Achieved 130% of target, including the department's largest case that year of circa £300K APE
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Strategic Partner Account ManagerFriends Provident Life & Pensions Plc Apr 2004 - Nov 2004Responsible for the integration of the new 'eSelect' online business submission platform with our Strategic Partners in the protection business. An end to end business solution for submitting personal protection business.
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Sales Support For Ifa Field Based Broker ConsultantIfa F2F Apr 2002 - Apr 2004Arranging quotations, dealing with applicationsSpeaking with brokers on consultant's panel
Matt Laing Skills
Matt Laing Education Details
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Ba (Hons) Design & Media Management -
South Trafford CollegeArt & Design -
Lostock High School
Frequently Asked Questions about Matt Laing
What company does Matt Laing work for?
Matt Laing works for Cullen Wealth
What is Matt Laing's role at the current company?
Matt Laing's current role is Consultant.
What is Matt Laing's email address?
Matt Laing's email address is ma****@****l.co.uk
What schools did Matt Laing attend?
Matt Laing attended The University Of Salford, South Trafford College, Lostock High School.
What skills is Matt Laing known for?
Matt Laing has skills like Sales, Sales Management, Account Management, Planning And Organisation, Pensions, Financial Services, Wealth Management, Protection, Investments, Retirement Planning, Strategic Financial Planning, New Business Development.
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Matt Laing
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