Financial planning across the UK, based in Cheshire
Independent advice for the decisions that shape your family’s future.
Independent pension and investment advice, and mortgage and protection advice from a selected range of providers, for families and business owners across the UK, with advisers in Cheshire and Hampshire, from a directly authorised firm.
Chartered adviser
Led by Simon Puleston, a Chartered Financial Planner
Independent
Independent investment and pension advice, with no product ties
FCA authorised
Directly authorised and regulated since 1 September 2026, FRN 1032154
Established 2012
Trusted by two retiring local practices to look after their clients
How we help
Advice across every stage of your financial life
Mortgages
First homes, moving, remortgaging and buy to let, with a dedicated case manager from application to completion.
Investments & Pensions
Retirement planning, pension consolidation, ISAs and investment strategies built around your goals and attitude to risk.
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 Financial Planner
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 investment and pension advice, with a small team of experienced advisers who know their clients by name.
Good advice is measured in decades, not transactions.
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 whole market 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
Armed Forces & Blue Light
10% off initial advice fees for those who serve
For serving and former Armed Forces personnel, Blue Light Card holders and Public Sector Card holders. A valid card is required.
Start with a conversation
Tell us a little about what you need and one of our advisers will be in touch.