Cullen Wealth

Financial Services - Stockport, N/A, UK

Cullen Wealth Details

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.

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Employees: 100 - 249
HQ: N/A
Location: Stockport, N/A, UK
Revenue: 5 - 10 Million
Corporate pension arrangements Employee advice Personal financial planning Tailored investment planning Retirement planning for individuals Inheritance Tax Planning Financial advice Pensions Wealth management
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