About us


 

Puleston Wealth Management provides its clients with advice that is tailored to their specific needs.  We build deep meaningful relationships and have a great understanding of our clients expectations and objectives.

We are passionate about providing the very best service and on-going support, allowing our clients to reach their goals, whatever they may be.

We believe this ethos, teamed with our absolute enthusiasm for what we do, sets us apart and has earned us the excellent reputation that we enjoy.

Meet the Team

Simon Puleston – Principal Financial Adviser – after leaving the Royal Air Force in 2001 Simon joined the Bank of Scotland, in 2012 when many high street banks decided to close their financial planning arms Simon decided the time was right to set up Puleston Wealth Management and continue serving clients.  Puleston Wealth Management has grown from humble beginnings with a straight forward strategy “Look after others as you would like them to look after you.”  Puleston Wealth Management bought a local practice Ashley Law Chester ran by Peter Robinson in 2015 and grew its client base and assets under management.  With the addition of Sarah, Alina and Kelly we continue to grow the business and ensure the high levels of service we provide our clients. 

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Sarah Puleston – Practice Manager & Mortgage Adviser – Having worked within the Lloyds Banking Group for over 12 years Sarah brings a wealth of experience to the team and focuses on client mortgage and protection needs.  Sarah will be fully qualified in 2020 to provide clients with holistic financial planning.

Alina Leah – Client Relationship Manager – Alina joins the team after 6 years working in the accounts department for a local car dealership, Alina brings a new dynamic to the team and is keen to support clients through their financial journey with Puleston Wealth Management.  

Kelly Harris – Client Relationship Manager

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Puleston Wealth Management Ltd. Registered in England and Wales under No. 08389899. Registered office address: Springside 21 Arley Road, Appleton, Warrington, Cheshire, WA4 4RN.

Puleston Wealth Management Ltd is an appointed representative of Quilter Financial Planning Ltd, who are authorised and regulated by the Financial Conduct Authority.  Quilter Financial Planning Ltd is entered on the FCA register under reference 440703  http://www.fca.org.uk/register/ 

 The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted for consumers based in the UK.