Cullen Financial Planning Ltd has experienced rapid growth in the last three years. We have achieved this growth by delivering excellent service to all our clients and maintaining true independence from providers.

Keeping on top of growth is an everyday challenge and we have managed this by recruiting excellent people and giving them the necessary infrastructure to succeed. Cullen have invested heavily in information technology to eliminate as much paper as possible, in remote working to free our partners from the office environment and in back office administration to ensure our people can focus on working with customers.

Increasing regulation and control is making compliance and administration ever more difficult for small IFA companies. The investment required can be difficult to support as a small owner managed business. Imminent issues such as investment risk appraisal and changes to pension regimes will add to the load in the next few years.

If you have built up a base of clients as an IFA over recent years and are finding it increasingly difficult to spend time with them, consider talking to us about integrating your business into ours and taking advantage of our innovative investments in company infrastructure. We will recognise and reward the effort you have put into building a base of loyal customers, whose best interests will continue to be served by moving over to Cullen FP

If you are interested in talking to us, contact us online or call Andrew Tyler on 0161 975 6700 now and arrange a meeting.