532 reviews | 22 verified advisers
Review for Matthew Testa
What could they have done better?
Nothing I can think of.
What were the circumstances that caused you to initially look for a financial adviser?
Workplace pension
How has Matthew helped you?
Matthew is very knowledgeable about financial planning matters.
Have you seen the outcome you were hoping for?
At the moment the outcome is looking good.
Review for Harry Lewis
What could they have done better?
Personally I can't think of anything that would make it better.
What were the circumstances that caused you to initially look for a financial adviser?
I've been with Cullan Wealth for many Years Firsty I was with Financial Advisor Peter German, Who was Fantastic setting up my Pensions and Advising me in the Early Years.
How has Harry helped you?
I came under Harry's Guidance a few Years ago, His help and Advice with my pension has been second to none. He has always been on the end of the phone if I've needed any Help. or Advice. I also feel Harry has become a Friend aswell as my Advisor.
Have you seen the outcome you were hoping for?
Anything Cullan Wealth and Harry Lewis has done for me, has always been for my Benefit
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
