530 reviews | 22 verified advisers
Review for Matthew Testa
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
To find information about investing our savings and pensions to bolster our retirement fund.
How has Matthew helped you?
Matthew has explained last years results from ISAs & pensions. Advised on withdrawing funds .
Have you seen the outcome you were hoping for?
Yes definitely.
Review for Harry Lewis
What could they have done better?
Nothing to add .
What were the circumstances that caused you to initially look for a financial adviser?
Cullen Wealth has been my advisers for many years. They have provided me with very helpful Pension advice.
How has Harry helped you?
Harry answers any questions I have regarding my investment and provides updates and advice.
Have you seen the outcome you were hoping for?
I'm happy with the growths of my investments so far and that I can call and speak to Harry at any time if I have questions or concerns.
Review for Matthew Testa
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Approaching the end of my working life
How has Matthew helped you?
Discuss finances, my needs now and future, what’s available financially, enables management and movements of monies invested
Have you seen the outcome you were hoping for?
Yes
Review for Liam Baxter
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Workplace pension
How has Liam helped you?
Yes extremely helpful
Have you seen the outcome you were hoping for?
Yes
Review for Alec Butcher
What could they have done better?
Nothing really other tha sometime I get things via email which Alex has asked for things to be sent in the post as this is what I prefer .
What were the circumstances that caused you to initially look for a financial adviser?
I was recommended by a friend to go with Cullen Wealth as they had and were impressed , I was drawing down a works pension, I wanted to know what was the best investment t for me to be able to draw down. From this pension each month amd havee access to money if I needed it.
How has Alec helped you?
Alex has helped me understand how my money has been invested and tries to reassure me about the ups amd downs.
Have you seen the outcome you were hoping for?
Yes I have seen the out come so far I wanted
