Our Mantra
“Treat others as you would like to be treated yourself, and, do for others what you would like others to do for you”
Together we make up an understanding and passionate team, our aim to continue to provide the very best service and ongoing support for our clients.
We believe the way to do this is to work closely together, being open, honest but also direct to ensure we provide good outcomes for our clients. We believe our ethos and enthusiasm for what we do sets us apart and builds on our excellent reputation within the financial services sector.
Puleston Wealth Management has made two acquisitions of local IFA practices both owners had reached their chosen retirement age and needed a like minded adviser to successfully integrate clients and continue to protect clients future needs and objectives.
Introduction to the Regulated Advisory Team
Simon Puleston – Founder & Chartered ALFBF – 07887722750
After leaving the Royal Air Force as a trainee Electrical Mechanical Aircraft Technician, Simon joined the Bank of Scotland in 2001. The opportunities within the bank allowed Simon to develop and grow and found his perfect role as a Financial Adviser after travelling across the UK recruiting advisers for multi brands within the group everything was going very well until…..
In 2012 like many other high street banks, Lloyds Banking Group decided to close their financial planning arm. Although premature, as at the time he had three young boys and only just moved to a larger house this also was the ideal opportunity to continue working with his loyal clients and founded Puleston Wealth Management Ltd.
Christopher Cowley – Senior Financial Planner – 07841213983 – National Coverage
Chris brings over 10 years of experience working at Lloyds Banking Group. Chris worked in a number of roles in sales, management, and latterly as a Financial Adviser, at Lloyds Banking Group. Chris continues to develop his expertise and knowledge and is working towards Chartered Status. Outside of work Chris is an avid runner, and started running marathons in 2019. Chris has two children with is married to Chloe.
Don Healy – Senior Financial Planner – 07944633281 – Advising clients in the South of England
Don joined Puleston Wealth Management bringing with him a wealth of experience that dates back to 1984. Don started with Prudential as a District Agent and became a Sales Manager in 1988. In 2000 Don joined Positive Solutions as an Independent Financial Adviser which was acquired by Quilter Financial Planning.
Don is married to Christine and they have a son and daughter together, as well as four granddaughters. Don currently looks after our clients based in the Southern Regions.
Statement of Professional Standing
Christopher Cowley
The guidance and/or information contained within this website is subject to UK regulatory regime and is therefor targeted at consumers based in the UK.
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 https://register.fca.org.uk/s/