Meet the team
The people behind your financial future
A small, experienced team who know their clients by name.
At Puleston Wealth Management, our approach is simple: we treat every client the way we’d want to be treated ourselves, with honesty, care, and genuine commitment to getting the best outcome for them.
We’re a close-knit team who believe that great financial advice starts with really listening. Our reputation has been earned the right way: by consistently putting clients first. It’s an ethos that has seen us grow through the acquisition of two established local financial planning practices, whose retiring founders trusted us to continue caring for their clients with the same dedication they always had.
Puleston Wealth Management Ltd has been directly authorised and regulated by the Financial Conduct Authority since 1 September 2026 (FRN 1032154), and gives independent investment and pension advice. Mortgage and protection advice is provided from a selected range of providers.
Simon Puleston
Founder & Chartered Associate (LFBF) · Appleton Thorn, Warrington
Simon’s career has been defined by discipline, dedication and a genuine passion for helping people secure their financial future.
Having served in the Royal Air Force as a trainee Electrical Mechanical Aircraft Technician, Simon moved into financial services, joining the Bank of Scotland where he quickly discovered his calling as a Financial Adviser. Over the years he developed his expertise across Lloyds Banking Group, building a strong reputation for client-focused advice.
In 2012, when Lloyds Banking Group closed its financial planning division, Simon established Puleston Wealth Management, which became a limited company in 2013, with a clear vision: to provide clients with the highest standard of personal financial advice. He has since achieved Chartered status, as a Chartered Associate of The London Foundation for Banking & Finance.
Outside of work, Simon enjoys adventuring with his family and keeping active on the football pitch.
Christopher Cowley
Financial Planner · Nantwich, Cheshire
Chris brings over a decade of financial services experience, having built his career at Lloyds Banking Group across roles spanning sales, management and financial advice. That breadth gives him a well-rounded understanding of both client needs and the wider financial services landscape.
Committed to the highest professional standards, Chris is currently working towards Chartered Financial Planner status.
Outside of work, Chris is a dedicated long-distance runner who took up marathon running in 2019. He lives with his wife Chloe and their two children.
Don Healy
Financial Planner · Waterlooville, Hampshire
Don brings a remarkable depth of experience, with a career in financial services spanning over four decades. He began with Prudential as a District Agent in 1984, progressed to Sales Manager by 1988, and in 2000 joined Positive Solutions as a Financial Adviser.
Throughout his career Don has built a reputation for trusted, client-focused advice, and his experience remains an invaluable asset to the team and the clients he serves.
Outside of work, Don is married to Christine and they enjoy family life with their son, daughter and four granddaughters.
Iain Hill
Mortgage & Protection Adviser · Warrington
Iain brings a wealth of specialist mortgage expertise, having dedicated his career to mortgage advice since the age of 26. He spent over 17 years advising clients at Fraser Wealth Management in Liverpool, building an outstanding track record and a loyal client base.
Based in Warrington, Iain advises clients across the UK, so wherever you are, expert mortgage guidance is never out of reach.
Outside of work, Iain is a passionate cricket fan and qualified coach, and gives back to his local community as a football coach at Appleton AFC. He is also a proud father of two.