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.
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Cullen Financial Planning provide our customers with the best and most effective financial advice possible, and we are proud of our truly independent and professional services.
Corporate Enterprises: Read how we provide a Managed pension service, usually at nil cost to the company, that provides regular employee consultation and review as well as improvements in scheme management and performance.

Owner Managed Business: An example of how we have helped a business conduct a top to bottom review of financial planning across pensions, investments and protection in a structured way.


Private individuals: have benefited from our services as well. Our example is a couple in a key lifestage who needed help planning the family future in a manner consistent with their view on life’s risks and where they wanted  to as the family grew up.
These examples are a very small selection from the many people and organisations we help every day of the year, year on year as they mature and grow towards their goals. We would be delighted to share more approved case studies with you, if that would help you develop your own ideas about financial planning. Call us and ask to talk to one of our consultants and we can arrange a no fee consultation at your convenience.
Case Studies