Matthew Testa

Matthew Testa

Cullen Wealth Limited

Minimum savings/pensions: Over £100,000

0330 038 8942
Based in Chester
View location

Top Rated 2025
Verified since: December, 2023

4.9 out of 5

25 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 08 May 2025

    Matthew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Matthew's status

  • 8

    Recent Client Reviews

    Verified reviews: 100%

    Matthew has received 8 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 16 December 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Matthew has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Matthew has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 08 May 2025

    Matthew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Matthew's status

  • 8

    Recent Client Reviews

    Verified reviews: 100%

    Matthew has received 8 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 16 December 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Matthew has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Matthew has not yet added their fees to their profile

As a Chartered Financial Planner I'm proud to represent Cullen Wealth - ranked 5th in the Financial Times Top 100 Financial Advisers of 2023. My aim is to help you achieve your goals and objectives through strong robust financial planning. I'll take the time to get to know you and understand what is important. This will enable us to provide you with a bespoke financial plan built to meet your needs. So if you are thinking about retirement and have legacy pensions you would like to review, are concerned about the financial impact to your family should anything happen to you, or you would like to learn more about mitigating your Inheritance Tax liability then get in touch today.

Offers available through VouchedFor

Contact Matthew through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Matthew's clients

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