I’ve just come out of my pension meeting with Chris and wanted to pass on how good he is – because my personal circumstances have changed significantly, he gave me tons of advice about various things, not just the pension. — Helen Williams, Customer Services Manager
Not only have they saved us money, but their advice has been extremely helpful and very clear, taking any fear out of our financial planning. — Gordon and Vicky Darlington, Retired
They managed the transition from a Defined Benefit Scheme to a Group Personal Pension Plan very well and individual consultations to employees have been very well received. — M D Kynaston, Company Secretary, CTL Engineering Ltd
I’ve seen some great results from my pensions and investments. — Owen Weeks, Former CEO
Basically, my feedback is fantastic. My meeting was with Stuart Arnold and I thought he was very good and provided me with an easy to understand update on my pension. — Jason Duddridge, Employee, Arista Insurance Ltd
They have met or exceeded our expectations throughout the transition process. Feedback from colleagues has been overwhelmingly positive — Paul Brown, Tax Director, ASE plc
I have every confidence they are looking after my financial future. — Mike Naylor, Director Product Marketing, Datalex.
We’ve had some great feedback from staff and are confident that we’re now getting the best possible value from our company pension scheme. — Richard Munro, Managing Director, PMI Health Group
Their consultants are extremely professional, financially transparent, and have impressed not only our pension committee but also our workforce. — Alistair Lough, Business Support Services and Finance Director, Lhoist UK Ltd
We don’t have a traditional client-supplier relationship with Cullen Financial Planning – we view them as partners — Peter Young, Head of Business Operations, Arista Insurance Ltd