Cullen Wealth Limited

• Principal Place of Business

  Unit 2 The Embankment Business Park

  Riverview

  Vale Road

  Heaton Mersey

  Stockport

  Cheshire

  SK4 3GN

  UNITED KINGDOM

  Phone

  +4401619756700

  Web

  https://www.cullenwealth.co.uk

• Complaints Contact

  Unit 2 The Embankment Business Park

  Riverview

  Vale Road

  Heaton Mersey

  Stockport

  Cheshire

  SK4 3GN

  UNITED KINGDOM

  Phone

  +4401619756700

• Pension Transfer Advice

  For Retail (Investment), Life Policy, Personal pension scheme, Stakeholder pension scheme, Unit

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  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.

• Investment Advice (no pensions)

  For Commercial, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Debt Advice

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  • · This permission is limited to debt counselling with no debt management activity

• Investment Setup

  For Commercial, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Ciara Octigan

  IRN CXO00185

  • [FCA CF] Client dealing (22 Sep 2023 to 21 Jun 2024)
  • [FCA CF] Functions requiring qualifications (22 Sep 2023 to 21 Jun 2024)
• Daniel Condron

  IRN DXC00154

  • [FCA CF] Manager of certification employee (1 Apr 2024 to 24 Jan 2025)
  • [FCA CF] Functions requiring qualifications (1 Oct 2020 to 24 Jan 2025)
  • [FCA CF] Client dealing (1 Oct 2020 to 24 Jan 2025)
• David Clewlow

  IRN DXC01599

  • CF30 Customer (1 Nov 2007 to 7 Oct 2009)
  • CF21 Investment Adviser (16 May 2005 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (11 May 2005 to 16 May 2005)
• David Collins

  IRN DAC00031

  • [FCA CF] Client dealing (9 Dec 2019 to 24 Feb 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 24 Feb 2023)
  • CF30 Customer (12 Nov 2013 to 8 Dec 2019)
• David Jackson

  IRN DXJ00368

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Client dealing (since 1 Aug 2025)
  • [FCA CF] Functions requiring qualifications (since 1 Aug 2025)
• David John Simmonite

  IRN DJS00030

  • CF30 Customer (1 Nov 2007 to 28 Dec 2012)
  • CF21 Investment Adviser (11 Oct 2006 to 31 Oct 2007)
• David Trew

  IRN DAT01109

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 9 Nov 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 9 Nov 2022)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (18 Jul 2007 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (11 Apr 2007 to 18 Jul 2007)
• Duncan Ronan Selkirk

  IRN DRS00062

  • CF30 Customer (1 Nov 2007 to 14 May 2009)
  • CF21 Investment Adviser (1 Nov 2004 to 31 Oct 2007)
• ELLIOTT DAVID OWEN

  IRN EDO01003

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 2 Oct 2025)
  • [FCA CF] Client dealing (since 2 Oct 2025)
• Ebie Benedict Holmes

  IRN EBH31903

  • 7. Giving personal recommendations on long-term care insurance contracts
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 18 Aug 2022)
  • [FCA CF] Functions requiring qualifications (since 18 Aug 2022)

• Castle Hill Financial Planning Ltd (no longer appointed)

  FRN 463399 · Appointed 23 Apr 2010 · Until 5 Jul 2018

No changes recorded yet.