Lewis Smith

WORK HISTORY

EDUCATION

ABOUT LEWIS SMITH

Established in 1998, Cullen Wealth has grown to employ over 50 staff including 20 independent financial planning consultants. In 2018, we reached the landmark milestone of having c.£1 billion of clients funds under our management and are one of the largest independently owned financial advisory businesses in the North West. We are a service orientated organisation where the client is at the centre of everything we do. With clients ranging from individuals to blue chip corporates, we ensure that the advice and service we deliver is right for you. Our success is rooted in an ability to offer you a truly personal service. The strength in our business comes from our people. With specialists across all areas of financial planning being backed up by an expert technical team and excellent support staff ensuring we are up to date with the latest regulatory and economic issues and we believe our client service is second to none. How I can help you- I advise a significant number of clients as they approach retirement and manage them through this extremely complicated phase of their financial management - My approach is Risk Focused. This ensures that all clients have the correct level of risk on a continuous basis- I see clients for review meetings on a regular basis. This ensures: 1. my advice is always current. clients are aware of any legislation changes which may affect them - In line with the above, a clients current and potential future tax position are very important and form a large part of the work I do- I have associations with other professionals my clients may require, eg, accountants, solicitors, mortgage advisers etc- Cullen Wealth have approximately 50 employees. By having specialist research and client service teams, this leaves me free to devote more time to looking after clients.