Cullen Financial Planning Ltd are one of the leading regional firms of Independent Financial advisors based in the North West of England. The company offers an extensive range of financial planning services to both the individual and to corporate organisations.

Much of our work is delivered at a personal level in one-to-one planning and advice sessions. Our approach is centred on a comprehensive understanding of your attitudes to risk and your financial needs in the future. We deliver tailored plans and a long term relationship to help you achieve them.

Since our establishment in 1998 we have also been working with owners of businesses on wealth management, mitigation of tax and financial protection. In advising you, we take time to understand the financial planning issues facing you and your business. Working with your accountants and legal advisors helps us identify and prioritise your financial goals. Our depth of experience and knowledge then allows us to recommend appropriate financial plans.

Our team of financial advisors have over 175 years of experience between them. All are dedicated to providing the highest standards of advice and service to clients and aim to forge long term business relationships based upon trust and professionalism.

As a company in a rapidly changing business sector, we have to keep ahead of the changes. To that end, we have invested heavily in technology to become paperless, which enables far more effective and efficient administration of our customer relationships. This allows us to keep track of key action points in our relationship and ensure your plan is up to date and fully actioned.