Diane Phillips

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