“We transferred our investments to Paul Cullis at Partners Wealth Management in 2015 and we now feel they are in better hands. Our investments are much easier to follow and we can check online each day if required. Paul has also been a good sounding board to discuss our plans for the future.”
“We followed Paul Cullis to PWM for him to look after our modest funds. He understands our needs and has arranged a portfolio to meet them. The movement is in the right direction and we are extremely satisfied with the service we get.”
“We have built up such a strong relationship with you, based on mutual trust, professionalism, dedication and the strongest of product and market knowledge and you had never let us down. Your integrity, honesty, caring and positive approach served us well in the past and continues to do so today.”
“We have known and worked with Paul for many years and feel that he understands our concerns and tailors his advice accordingly. We particularly appreciate that we are always given sufficient time, face to face, to discuss fully our portfolio and talk through any changes. The time and effort spent does not appear to be dependent on the size of the portfolio! We would have no hesitation in recommending Partners Weather Management to our friends and colleagues.”
I joined Partners Wealth Management in June 2015 having spent over 27 years working in the financial services industry. My last 15 years have been at Lloyds Private Bank advising high net worth individuals and trusts with a view to both preserving and growing their wealth. My clear aim has always been to make sure clients are on track to meet all their long term financial objectives and are aware of opportunities open to them.
I specifically joined Partners Wealth Management as they give me the opportunity to offer my clients truly Independent Financial Advice and access to market leading Investment propositions at a highly competitive cost.
I provide tailored solutions utilising our Tax Optimization Strategy, ensuring my clients maximise tax efficiency, and regular reviews ensure we remain on track to achieve my client’s goals.
I pride myself in being able to communicate often complex planning solutions in a simple, clearly understood manner.
Outside of work, I enjoy playing golf, and also helping coach the mini’s section at my local rugby club where my two young children play.