Cullen Wealth - Stockport

Address: 2 Riverview, Heaton Mersey, Stockport SK4 3GN, United Kingdom.
Phone: 1619756700.
Website: cullenwealth.co.uk.
Specialties: Financial planner, Financial consultant.
Other points of interest: Online appointments, Onsite services, Language assistance, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Gender-neutral restroom, Restroom, LGBTQ+ friendly, Appointment required.
Opinions: This company has 23 reviews on Google My Business.
Average opinion: 5/5.

Location of Cullen Wealth

1619756700

Cullen Wealth, located at Address: 2 Riverview, Heaton Mersey, Stockport SK4 3GN, United Kingdom, is a well-known financial planning and consulting firm. They can be reached at Phone: 1619756700. Their website, Website: cullenwealth.co.uk, offers a wealth of information about their services and team.

Cullen Wealth's specialties include financial planning and consulting, providing expert guidance and assistance to individuals and businesses looking to secure their financial future. They offer a range of services tailored to meet the unique needs of each client.

One of the key features of Cullen Wealth is their commitment to accessibility. Their location offers wheelchair accessible parking lot, wheelchair accessible restroom, wheelchair accessible seating, and a gender-neutral restroom. Additionally, they provide language assistance to ensure that all clients can access their services.

Cullen Wealth understands the importance of convenience, which is why they offer online appointments and onsite services. They are also proud to be an LGBTQ+ friendly business.

In terms of reputation, Cullen Wealth has received 23 reviews on Google My Business, with an impressive average opinion: 5/5. This is a testament to their commitment to providing excellent service and building strong relationships with their clients.

Reviews of Cullen Wealth

Vicky Mair

5/5

We have worked with Cullen for a number of years and have found their services and staff to be exceptional. Communication is regular, clear and timely. Our adviser Chris is incredibly approachable, professional and knowledgeable, offering us sound advice and giving us the time and space to think about the best options for us.

Keith Bentham

5/5

We have been a customer of Cullen Wealth for approximately 3 years. During that time, we have found Cullen Wealth to be nothing other than thorough, professional and responsive to whatever queries, questions or instructions we have given relating to our investments.

The customer portal is fantastic as it provide a safe, secure way of communicating. The portal delivers 24/7 access to your financial portfolio allowing you to monitor their performance.

The financial advice provided by their financial consultants has been excellent delivered by face to face meetings and teams calls.

Overall I am extremely satisfied with the total package delivered by Cullen Wealth, it provides me with a great deal of reassurance and would have no hesitation in recommending them to anyone else.

David Marshall

5/5

Cullen have been helping me manage my pension funds for over ten years now, and I am very happy to recommend them. Their knowledge is considerable and their service is second to none.They have certainly helped me a lot and I hope that they can do the same for you.

I have no association with the firm, I am just a satisfied client.

Mark Cashin

5/5

Cullen Wealth has advised me on a number of aspects of financial planning over the last 10 years.This has included efficient tax management of my income,SIPP and other income,capital and inheritance tax planning.In fact their advice has largely negated the need for an accountant!
Their advice concerning suitable investment has been excellent and tailored to my needs and attitudes towards risk.All advice has been bespoke to my and the family’s individual needs.
Advice has been given in a friendly and non-patronising manner.
A very professional service and company

Peter Bateman

5/5

I've used Cullen Wealth for over 15 years and I'm very happy with the service. The advice I've received has been consistently sound and tailored to my specific circumstances and requirements. Its reassuring to have my investments regularly reviewed and to understand the tax implications.

Mark Stewart

5/5

Robert Doogan has been absolutely invaluable throughout the 7 year period of financial planning.
He has provided all the practical steps to enable pension transfer, ensured all financial options are always readily understood, always provides exemplary clarity on all future income and expenditure, and has been the reason why my financial situation looks so healthy, stable and prosperous.

Can’t thank him and Cullen Wealth enough and wholeheartedly recommend him and the firm.

A good guy also which definitely helps.

Jonathan Allen

5/5

Chris at Cullen Wealth has advised our family conscientiously and constructively over many years. He is supported by an excellent team who over time have worked hard to improve the service, particularly developing the quality and accessibility of the data on which decisions are made.

dave carlill

5/5

Cullen Wealth have supported us for the last decade, and their knowledge and advice has been invaluable to us. We are very happy with the growth of our investments, and the support we receive on an ongoing basis.