Liam Cullen Dippfs

Financial Planning Executive at The Private Office (TPO)

Liam Cullen DipPFS is a Financial Planning Executive at The Private Office (TPO) since January 2022, bringing extensive experience in financial services. Prior to this role, Cullen served as a Technical Consultant at HFMC Wealth from February 2020 to November 2021, a Paraplanner at Partners Wealth Management from August 2018 to February 2020, and an Administrator/Trainee Paraplanner at JDP Financial Services Ltd from April 2017 to April 2018. Cullen began a career in financial administration at Rothesay Intelligent Financial Services Ltd in July 2016. Educational qualifications include a Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute obtained in 2019 and a BA (Hons) in Criminology (1st) from Nottingham Trent University, completed in 2014.

Links


Org chart