Cullen Financial Planning Ltd

Established in 1998, Cullen Financial Planning employs over 55 staff, including over 20 independent financial planning consultants. We’re a service orientated organisation where the client is at the centre of everything we do.

With clients ranging from blue chip corporates to individuals we ensure that we deliver the advice and service that is right for you. In fact, our success is rooted in an ability to offer you a truly personal service.

We believe that the strength in our business comes from our people. With specialists across all areas of financial planning backed up by support staff who go that extra mile, we believe our client service is second to none.

We have dedicated teams for businesses and individuals that ensure our service is aligned to meet your needs and requirements. Our technical team ensures that we’re kept fully up to date with the latest regulatory and economic issues that may affect our clients.

Our senior management team have come from some of the UK’s most trusted brands such as Scottish Widows, KPMG, Aviva, Clerical Medical and Friends Life.

Specialties

Corporate pension arrangements, Employee advice, Personal financial planning, Tailored investment planning, Retirement planning for individuals