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

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Sarah Puleston – Practice 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 Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, who are authorised and regulated by the Financial Conduct Authority.  Intrinsic Financial Planning Limited is entered on the FCA register (http://www.fca.org.uk/register/) under reference 440703 and Intrinsic Mortgage Planning Limited under reference 440718.

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