Cullen Financial Planning Ltd :
2 Riverview, The Embankment Business Park,
Vale Road, Heaton Mersey, Stockport. SK4 3GN
Telephone - 0161 975 6700
Fax - 0161 975 6701
Cullen Financial Planning Ltd is authorised and regulated by the Financial Services Authority.
2 Riverview, The Embankment Business Park,
Vale Road, Heaton Mersey, Stockport. SK4 3GN
Telephone -
Cullen Financial Planning Ltd is authorised and regulated by the Financial Services Authority.
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Private Individuals
Cullen FP have 7,000 individual customers, using our financial planning services. Each one has their own individual needs and circumstances. Each one requires regular review and consideration. All our customer relationships are long term, individual and based on professionalism:
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We are truly independent and objective.
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We do what we say we will.
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We carry out regular reviews with you to chart progress.
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We work with you for the long term result.
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Our aim is to keep you as a customer for many years. Your needs now will not be the same in 10 years time, you will be at a different life stage and your situation will have changed. We understand how to manage your financial health. Your attitude to risk may change as you progress, Cullen plan for this and listen to you as you shift your approach to investing and pensions.
Our approach is to consider your whole life needs. We can arrange: savings and investments, pensions, trust funds for education needs, inheritance planning, tax planning, mortgages and insurances of all types. And we do this in a very directed way that helps you achieve what you want to at each stage of your life.
Contacting us costs you nothing. Having a financial review could be your best move this year, especially considering the rapidly changing pensions and investments market. Don’t delay, contact us today.
Our approach is to consider your whole life needs. We can arrange: savings and investments, pensions, trust funds for education needs, inheritance planning, tax planning, mortgages and insurances of all types. And we do this in a very directed way that helps you achieve what you want to at each stage of your life.
Contacting us costs you nothing. Having a financial review could be your best move this year, especially considering the rapidly changing pensions and investments market. Don’t delay, contact us today.
Our Customers