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.
Opinions: This company has 23 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Cullen Wealth

☎️1619756700

⏰ Open Hours of Cullen Wealth

Monday: 8:30 AM–5 PM
Tuesday: 8:30 AM–5 PM
Wednesday: 8:30 AM–5 PM
Thursday: 8:30 AM–5 PM
Friday: 8:30 AM–4:30 PM
Saturday: Closed
Sunday: Closed

Discovering Cullen Wealth: Your Financial Guide in Stockport

Nestled in the heart of Stockport, at Address: 2 Riverview, Heaton Mersey, Stockport SK4 3GN, United Kingdom, Cullen Wealth stands as a beacon of financial expertise. With a phone line ready to assist at Phone: 1619756700, this esteemed company offers a comprehensive suite of financial planning and consulting services.

For those seeking in-depth financial guidance, Cullen Wealth specializes in being your Financial Planner and Financial Consultant. Their expertise ensures that your financial future is not just planned, but secured with precision and foresight.

Visiting their website, cullenwealth.co.uk, potential clients can delve deeper into their services, read testimonials, and even schedule an online appointment, demonstrating their commitment to accessibility and convenience.

Key features of Cullen Wealth include:
- Online Appointments: Flexibility to meet at your convenience.
- Onsite Services: For those preferring face-to-face consultations.
- Language Assistance: Catering to a diverse clientele.
- Accessibility: Ensuring that everyone feels welcome with a wheelchair accessible entrance, parking lot, restrooms, and seating.
- Gender-Neutral Restroom: Promoting inclusivity.
- LGBTQ+ Friendly: Embracing all individuals with open arms.

Customers have left an impressive 23 reviews on Google My Business, giving a Average Opinion Score of 5/5. This speaks volumes about the high level of service and satisfaction clients experience at Cullen Wealth.

When considering your financial future, Cullen Wealth offers a reassuring path forward. Their dedication to client service, combined with their inclusive and accessible approach, makes them an outstanding choice for anyone looking to navigate the complexities of personal finance with confidence.

Recommendation: If you're in the Heaton Mersey area or beyond, don't hesitate to reach out to Cullen Wealth through their user-friendly website. Their team is ready to assist you in crafting a financial plan that aligns with your goals. Whether you're booking an online consultation or visiting their onsite services, their commitment to accessibility and personalized service ensures a welcoming experience for everyone. Visit cullenwealth.co.uk today to take the first step towards securing your financial future.

👍 Reviews of Cullen Wealth

Keith B.

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.

Vicky M.

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.

Peter B.

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.

Carol G.

5/5

I have always found the advice I have received at Cullen Wealth to be of the highest quality. My advisor takes care to consider my personal circumstances, needs and objectives in the context of my attitude to risk and the current financial climate. I'm extremely happy with all aspects of CW's service and appreciate my advisor's in-depth knowledge thoughtfulness.

David M.

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.

dave C.

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.

Mark C.

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

andrea B.

5/5

Stuart Arnold at Cullen has carefully managed our funds and pension for over 20 years and we are very grateful for his expertise and hard work . He provides excellent services, a very pleasant gentleman too.