Jake Cunliffe-Neale
Independent Financial Advisor @Cullen Wealth
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WORK HISTORY
Independent Financial Advisor @Cullen Wealth
Cheshire, GB
At Cullen Wealth, I work within the Corporate department, advising both companies and individuals in all things financial. I have run many presentations to a wide range of group sizes and backgrounds, offering support and education in what can be a very confusing world. I run the governance of pension schemes for a hand full of companies, and offer more personalised advice to 1:2:1 clients.
EDUCATION
Edge Hill University
Marketing with Advertising, Marketing with Advertising
Runshaw College
Business Studies, Business Studies
LIBF
Financial Planning, Financial Services
ABOUT JAKE CUNLIFFE-NEALE
I’m a Financial Adviser and have been in the industry since 2015, joining Cullen Wealth…
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