Who Are We?
Cullen Financial Planning was established in 1998 by Richard Cullen and Andrew Tyler as a new business. The company is in private ownership by a limited group of shareholders. The company has been set up expressly to provide truly independent financial services in the North West of England. Although, as so often happens, the geography is beginning to stretch as our corporate customers ask us to service sites in cities such as Newcastle and Nottingham.

Growth has been rapid in recent years, to the point where the original buildings in Heaton Mersey have nearly become full. Whilst the company now consists of 30 people in all, many of our partners and consultants are remote working and some are based currently in offices in Rochdale and Liverpool.

We are determined to keep ahead of changes in the way financial services are delivered. Increasing regulation and control could make it difficult for our consultants to stay focused on the task of serving your needs. A visit to our offices would show you how we use secure, modern technology and the best support staff to ensure that consultant follow up is fast, efficient and effective in every case.

Our reputation for service and delivery keeps bringing us new customers and opportunities. We do not see our growth slowing in the next few years and so we actively plan to ensure that we have the capacity to serve new customers and contracts.