520 reviews | 24 verified advisers
Review for James Elliot
What could they have done better?
I have spoken with James several times by telephone and had contact via the business portal. We also had a face to face meeting earlier this year. I found him extremely pleasant, professional and knowledgeable at all times. I value and trust his advice.
What were the circumstances that caused you to initially look for a financial adviser?
I became a Cullen Wealth client through my employer.
How has James helped you?
He suggested I revisit my risk level which may result in higher returns.
Have you seen the outcome you were hoping for?
Not as yet but the review was only undertaken very recently.
Review for Chris Marsh
What could they have done better?
There is nothing that we have been disappointed in.
What were the circumstances that caused you to initially look for a financial adviser?
We were looking for assistance with our insurance policies, pensions and investment planning. After speaking to a number of providers, we decided that we felt the most comfortable with Cullen Wealth. They understood our long term goals and we have been assisted by them for around 20 years now.
How has Chris helped you?
Chris has most recently helped with Junior ISA's and pensions for our 15 year old children. Chris is very methodical and I know that when he says that he will do something for us, it is always done!
Have you seen the outcome you were hoping for?
We are very happy with the service level provided by Chris.
Review for Robert Doogan
What could they have done better?
Nothing - in addition to his financial advice Robert is also very easy to get on with and clear in his explanations of what could be quite tricky matters to grasp.
What were the circumstances that caused you to initially look for a financial adviser?
After inheriting a sum of money that I felt was overwhelming - as was the job of managing and doing the right thing with it - I realised that I needed professional help and advice.
How has Robert helped you?
Robert by no means adopted a one size fits all approach but really took the time to understand my priorities, plans and concerns - our first meeting lasted around three hours - and then suggested alternative courses of action. He pointed out the advantages and drawbacks of each and recommended and advised, but certainly did not press me into adopting any one in particular.
Have you seen the outcome you were hoping for?
Yes, I am now confident that thanks to Robert the money I inherited has been invested and is working for me in the short, medium and long-term as I would wish, and that I have been guided step-by-step to a solution I could not possibly have found out myself.
Review for Robert Doogan
What could they have done better?
Nothing. Robert is extremely knowledgeable and wise and prudent in his financial advice to meet our goals.
What were the circumstances that caused you to initially look for a financial adviser?
Inheritance
How has Robert helped you?
Having known Robert for over 12 years after being recommended to us, he has always give clear, sound expert advice and is a trusted family adviser inregard to our financial planning.
Have you seen the outcome you were hoping for?
Yes, the Financial plan has been sound and sustainable through many years
Review for Matthew Testa
What could they have done better?
Nothing to add.
What were the circumstances that caused you to initially look for a financial adviser?
Unhappy with the previous company. They were making too many personnel changes.
How has Matthew helped you?
After my husband's death (March 2024) he has been very helpful in offering advice. He uses words that I can understand when he talks to me. Provides clear, understandable advice on the ISA account that I have.
Have you seen the outcome you were hoping for?
Yes, the the investment has increased in value.
