A day in the life of Matt Bagguley, Business Support
Last month we took a look at a ‘day in the life of’ one of our consultants, Chris Marsh. This month, we introduce you to Matt Bagguley, who works as part of the business support team in our corporate pensions division. Read more →
A day in the life of Chris Marsh, Consultant
Last month we took a look at a ‘day in the life of’ one of our paraplanners, Richard Fogarty. Following the same theme, here’s a day in the life of Chris Marsh, a consultant. Read more →
Holroyd appoint Cullen Financial Planning
We’re delighted to announce that we were recently appointed to look after the corporate pension arrangements of Holroyd Ltd. Late last year Holroyd took the decision to use our Managed Pension Service, recognising the need for employee advice that supported their own strong pensions culture and commitment to staff welfare. Read more →
Second out of seventy seven…not bad!
We’re delighted to report that Cullen Financial Planning placed joint second out of 77 teams in Booth Ainsworth’s annual charity quiz night, held at Edgeley Park on Friday 2nd March. CFP, victorious the previous year, put in another fine performance this time around, in the end losing by just one point to a combined Stockport County FC/Pure FM team. Read more →
A day in the life of…Richard Fogarty – Paraplanner
What happens behind the scenes at Cullen Financial Planning?
The role of paraplanner is an important part of the business. Our paraplanner team provide background research and write reports enabling our advisers to deliver the best possible advice to our clients.
To help understanding of the paraplanner role we thought we’d let Richard share a typical day….. Read more →
Welcome to the team….
In support of the continued increase in corporate and individual clients that we look after, we’re delighted to introduce two new members of the Cullen team, this month we welcome Mike and Claire. Read more →
Introducing David Snailham
Here’s a quick introduction to David Snailham, our latest recruit, who has joined as our Compliance and Technical Manager. David fulfills an important role, but one that is rarely seen by those outside the business, so we’ll treat this article as a rare public appearance. Read more →
