Cullen Wealth

United Kingdom · 76 Employees
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 three of the past four years we have been ranked in the top 20 financial advisory firms in the UK by the Financial Times.

概述

国家 United Kingdom
成立时间 1998
总部 2 riverview, embankment business park, heaton mersey, cheshire, united kingdom
电话号码 +4401619756700
网站 http://www.cullenwealth.co.uk
LinkedIn http://www.linkedin.com/company/cullen-financial-planning-ltd
Twitter https://twitter.com/cullenwealth
Facebook
员工数 76
行业 financial services,
简介 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 three of the past four years we have been ranked in the top 20 financial advisory firms in the UK by the Financial Times.

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常见问题

Cullen Wealth 在哪里?

Cullen Wealth 的总部位于 2 riverview, embankment business park, heaton mersey, cheshire, united kingdom

Cullen Wealth 的电话号码是多少?

Cullen Wealth 的电话号码是 +4401619756700

Cullen Wealth 的官方网站是什么?

Cullen Wealth 的公司官方网站是 http://www.cullenwealth.co.uk

Cullen Wealth 是做什么的?

Cullen Wealth 的业务有哪些?

corporate pension arrangements,employee advice,personal financial planning,tailored investment planning,retirement planning for individuals,inheritance tax planning,financial advice,pensions,wealth management

Cullen Wealth 的年收入是多少?

Cullen Wealth 的收入是 14000000美元

Cullen Wealth 有多少员工?

Cullen Wealth 有 76 名员工

Cullen Wealth 属于哪个行业?

Cullen Wealth 从事以下行业: financial services

Cullen Wealth 使用什么技术?

Cullen Wealth 使用的一些流行技术包括: Cloudflare DNS,Google Analytics,Google Cloud Hosting,Google Font API,Gravity Forms,Microsoft Office 365,Mobile Friendly,Nginx,Outlook,Sendgrid,WordPress.org,reCAPTCHA

如何联系 Cullen Wealth?

Cullen Wealth 联系信息: 电话号码:+4401619756700， 网站:http://www.cullenwealth.co.uk， 邮箱：lee***@***.***.uk

Cullen Wealth 的社交媒体链接是什么?

Cullen Wealth 领英：http://www.linkedin.com/company/cullen-financial-planning-ltd,fackbook：,twitte:https://twitter.com/cullenwealth

Cullen Wealth 是一家上市公司吗?

不是

Cullen Wealth 的最后一轮融资是什么时候?

暂无最近投资信息

谁投资 Cullen Wealth?

Cullen Wealth 有 0 家投资者,包括 。

管理层

Lee Jeavons

Senior Consultant

Lynn Leslie

Compliance Manager

John Tep

Senior Consultant

Diane Phillips

Directors Support

Ken Allen

Senior consultant

员工

Patrick Dryden-Stuart

Financial Advisor

Richard Fogarty

Paraplanner

Paul Chester

Chartered Financial Planner

Peter German

Pension Analyst

Kerry Middleton

Independent Financial Planning Consultant

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