I’ve seen some great results from my pensions and investments. — Owen Weeks, Former CEO

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

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.

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

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

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

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