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.
Puleston Wealth Management has grown from humble beginnings to become one of Quilter Financial Planning’s Key Accounts. Our strategy remains the same from the day we first opened the door “Treat others as you would like them to treat you”.
We had the opportunity to acquire a local IFA practice Ashley Law Chester in 2015. The transition for clients was seamless. With the great success achieved, we have now completed our second acquisition of another local IFA practice.
Meet the Puleston Wealth Management Family…..
Simon Puleston – Chartered Financial Planner and Founder
After leaving the Royal Air Force in 2001 Simon joined the Bank of Scotland which became Lloyds Banking Group. In 2012 many high street banks decided to close their financial planning arms, Simon decided the time was right and founded Puleston Wealth Management and continued to serve clients who wanted to retain the ongoing service they had become accustomed to. Simon is married to Sarah with four children.
Sarah Puleston – Principal Financial Adviser
Having worked at Lloyds Banking Group for over 12 years, Sarah left her management role and has become a pillar of support in the business and brings a wealth of experience to the team. Sarah has taken this to the next level becoming a fully qualified Financial Planner in 2019 and is now building a client base of her own.
Christopher Cowley – Senior Financial Planner
Chris joins Puleston Wealth Management bolstering the advice team a good fit with shared ambitions to ensure clients receive the most suitable advice with great outcomes. 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, in Retail and Private Banking. Chris continues to develop his knowledge and working towards Chartered Status. Outside of work Chris is an avid runner, and started running marathons in 2019. Chris is married to Chloe and has two children.
Don Healy – Senior Financial Planner
Don joins Puleston Wealth Management bringing with him a wealth of experience that starts back in 1984 Don’s 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 Planner. Don is married to Christine and they have a Son and Daughter and four Granddaughters. Don looks after our clients based mainly in the South Region of England.
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/