Cullen Wealth - Stockport

Keith B.

We have been a customer of Cullen Wealth for approximately 3 years. During that time, we have found Cullen Wealth to be nothing other than thorough, professional and responsive to whatever queries, questions or instructions we have given relating to our investments.

The customer portal is fantastic as it provide a safe, secure way of communicating. The portal delivers 24/7 access to your financial portfolio allowing you to monitor their performance.

The financial advice provided by their financial consultants has been excellent delivered by face to face meetings and teams calls.

Overall I am extremely satisfied with the total package delivered by Cullen Wealth, it provides me with a great deal of reassurance and would have no hesitation in recommending them to anyone else.

Peter B.

I've used Cullen Wealth for over 15 years and I'm very happy with the service. The advice I've received has been consistently sound and tailored to my specific circumstances and requirements. Its reassuring to have my investments regularly reviewed and to understand the tax implications.

Vicky M.

We have worked with Cullen for a number of years and have found their services and staff to be exceptional. Communication is regular, clear and timely. Our adviser Chris is incredibly approachable, professional and knowledgeable, offering us sound advice and giving us the time and space to think about the best options for us.

David M.

Cullen have been helping me manage my pension funds for over ten years now, and I am very happy to recommend them. Their knowledge is considerable and their service is second to none.They have certainly helped me a lot and I hope that they can do the same for you.

I have no association with the firm, I am just a satisfied client.

Mark C.

Cullen Wealth has advised me on a number of aspects of financial planning over the last 10 years.This has included efficient tax management of my income,SIPP and other income,capital and inheritance tax planning.In fact their advice has largely negated the need for an accountant!
Their advice concerning suitable investment has been excellent and tailored to my needs and attitudes towards risk.All advice has been bespoke to my and the family’s individual needs.
Advice has been given in a friendly and non-patronising manner.
A very professional service and company

Mark S.

Robert Doogan has been absolutely invaluable throughout the 7 year period of financial planning.
He has provided all the practical steps to enable pension transfer, ensured all financial options are always readily understood, always provides exemplary clarity on all future income and expenditure, and has been the reason why my financial situation looks so healthy, stable and prosperous.

Can’t thank him and Cullen Wealth enough and wholeheartedly recommend him and the firm.

A good guy also which definitely helps.

Jonathan A.

Chris at Cullen Wealth has advised our family conscientiously and constructively over many years. He is supported by an excellent team who over time have worked hard to improve the service, particularly developing the quality and accessibility of the data on which decisions are made.

Carol G.

I have always found the advice I have received at Cullen Wealth to be of the highest quality. My advisor takes care to consider my personal circumstances, needs and objectives in the context of my attitude to risk and the current financial climate. I'm extremely happy with all aspects of CW's service and appreciate my advisor's in-depth knowledge thoughtfulness.