Financial planning across the UK, based in Cheshire
Independent advice for the decisions that shape your family’s future.
Independent advice on pensions, investments and mortgages, and protection from across the market. For families and business owners across the UK, from advisers in Cheshire and Hampshire.
Chartered adviser
Led by Simon Puleston, a Chartered Associate of The London Foundation for Banking & Finance
Independent
Independent advice on pensions, investments and mortgages
FCA authorised
Authorised and regulated by the Financial Conduct Authority, FRN 1032154
Established 2012
Two retiring local practices chose us to look after their clients
How we help
Advice across every stage of your financial life
Investments & Pensions
Retirement planning, pension consolidation, ISAs and investment strategies built around your goals and attitude to risk.
Mortgages
First homes, moving, remortgaging and buy to let, with a dedicated case manager from application to completion.
Protection
Life cover, critical illness and income protection, so your family and home are secure whatever happens.
Business
Workplace pensions, shareholder protection, key person cover and succession planning for owner managed businesses.
Meet the founder
From the Royal Air Force to Chartered status
Simon Puleston began his career in the Royal Air Force before moving into financial services with the Bank of Scotland and Lloyds Banking Group. In 2012 he founded Puleston Wealth Management with one aim: to give every client the standard of advice he would want for his own family.
Today the firm is directly authorised by the FCA and gives independent advice on pensions, investments and mortgages, with a small team of experienced advisers who know their clients by name.
Good advice is measured in decades, not transactions.
Coming to Stockton Heath
A new home on London Road
We are restoring 80 London Road, a black and white building in the heart of Stockton Heath, as our new home. It will give clients a place to sit down with their adviser in person, alongside the home and video meetings we offer today.
We will open once the restoration is complete. Register your interest and we will let you know when our doors open.
Our new office
80 London Road
Stockton Heath
Warrington WA4 6LE
Opening once restoration is complete. Until then, our advisers meet clients across the UK, in person or by video call.
Working with us
A clear process, from first conversation onwards
01
An initial conversation
Free and without obligation. We listen to where you are now and where you want to be.
02
Your recommendations
We research the options suited to you and set out our advice in writing, with costs explained up front.
03
Ongoing support
Regular reviews keep your plans on track as your life, the markets and the rules change.
What our clients say
“Simon strikes the right balance between professionalism & friendliness, he has a nice manner & we feel we can trust his advice”
Mr W, Cheshire
Start with a conversation
Tell us a little about what you need and one of our advisers will be in touch.