Cullen Wealth Limited
Cullen Wealth Limited
Trading as: Cullen Wealth
#03495738 • Active
B2cServices
Cullen Wealth is one of the UK's largest independently owned financial advisory firms, dedicated to providing personalized financial solutions for individuals, families, and corporate clients. With over 25 years of experience, they manage significant assets and focus on helping clients achieve financial peace of mind.
Founded: 20/01/1998
Industries: Financial intermediation not elsewhere classified
Website: https://cullenwealth.co.uk
Phone: Subscribe to view
Email: Subscribe to view
Location: Stockport
Products
- Investment Management
- Retirement Planning
- Tax Planning
Services
- Corporate Financial Services
- Financial Advisory
- Wealth Management
Financial Snapshot
Last accounts made up to 31 March 2024
Next accounts due 31 December 2025 (7 months)
Cash in Bank £1.8m
↑ 44%
Total Liabilities £1.54m
↑ 1%
Employees 78
↓ -5%
Directors
Name | Role | Appointed ↓ | Nationality | Age |
|---|---|---|---|---|
| Ravi Singh Tara | Director | 29/10/2024 | British | 42 years |
| Michael David Wright | Company Director | 29/10/2024 | British | 43 years |
| Saira Chambers | Eb Director | 29/10/2024 | British | 57 years |
| Benjamin James Woodward | Director Of Operations | 09/05/2024 | British | 32 years |
| Gary Stuart Crossley | Managing Director | 17/03/2021 | British | 62 years |
| Stuart Edward Arnold | Director | 01/04/2017 | British | 51 years |
Role:
Director
Appointed:
29/10/2024
Nationality:
British
Age:
42 years
Role:
Company Director
Appointed:
29/10/2024
Nationality:
British
Age:
43 years
Role:
Eb Director
Appointed:
29/10/2024
Nationality:
British
Age:
57 years
Role:
Director Of Operations
Appointed:
09/05/2024
Nationality:
British
Age:
32 years
Role:
Managing Director
Appointed:
17/03/2021
Nationality:
British
Age:
62 years
Role:
Director
Appointed:
01/04/2017
Nationality:
British
Age:
51 years
People with Significant Control
| Name | Nature of Control | Notified On | Nationality |
|---|---|---|---|
| Cullen Wealth Holdings Limited | Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent | 18/02/2021 | United Kingdom |
Nature of Control:
Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent
Notified On:
18/02/2021
Nationality:
United Kingdom
Financial Accounts
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Charges
5 charges registered
National Westminster Bank PLC Satisfied
Created 21/02/2023#034957380005 Negative Pledge
Oaknorth Bank PLC Satisfied
Created 18/02/2021#034957380004 Negative Pledge
Properties
No property information available
Grants
No grant information available
Group Structure
POLLEN STREET GROUP LIMITED
Government Council Contracts Beta
No council contracts found
Company Filings
| Date | Category | Description | Document |
|---|---|---|---|
| 03/03/2025 | Confirmation Statement | Confirmation Statement With No Updates | View (3 pages) |
| 20/11/2024 | Resolution | Resolution | View (2 pages) |
| 20/11/2024 | Incorporation | Memorandum Articles | View (29 pages) |
| 01/11/2024 | Officers | Appoint Person Director Company With Name Date | View (2 pages) |
| 31/10/2024 | Mortgage | Mortgage Satisfy Charge Full | View (1 page) |
| 31/10/2024 | Officers | Termination Director Company With Name Termination Date | View (1 page) |
| 31/10/2024 | Officers | Termination Director Company With Name Termination Date | View (1 page) |