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 passionate, close-knit team who believe that great financial advice starts with really listening. By working openly and directly with our clients, we build relationships built on trust, and results that speak for themselves.
Our reputation in the financial services sector has been earned the right way: through 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.
Whether you’re planning for retirement, protecting your family, or managing a growing business, we’re here for the long term, just as we have been for every client who has come through our doors.
The Team Behind Your Financial Future
Simon Puleston – Founder & Chartered ALFBF 📞 07887 722750
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 transitioned 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 the Lloyds Banking Group, building a strong reputation for client-focused advice.
In 2012, when Lloyds Banking Group made the decision to close their financial planning division, Simon took the opportunity to establish Puleston Wealth Management Ltd, combining his years of experience with a clear vision: to provide clients with the highest standard of personal financial advice.
Simon has since achieved Chartered Financial Planner status, one of the most respected qualifications in the profession, reflecting his ongoing commitment to excellence and professional development.
Outside of work, Simon enjoys adventuring with his family and keeping active on the football pitch.
Christopher Cowley – Financial Planner 📞 07841 213983
Chris brings over a decade of financial services experience to Puleston Wealth Management, having built his career at Lloyds Banking Group across a range of roles spanning sales, management and financial advice.
This breadth of experience has given Chris a well-rounded understanding of both client needs and the wider financial services landscape, allowing him to deliver advice that is thorough, considered and tailored to each individual.
Committed to the highest professional standards, Chris is currently working towards Chartered Financial Planner status, demonstrating his dedication to ongoing development and excellence in his field.
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 📞 07944 633281
Don brings a remarkable depth of experience to Puleston Wealth Management, with a career in financial services spanning over four decades.
Having begun with Prudential as a District Agent in 1984, Don quickly progressed to Sales Manager by 1988, developing a strong foundation in both client relationships and team leadership. In 2000 he joined Positive Solutions as a Financial Adviser, a firm that was subsequently acquired by Quilter Financial Planning, bringing him into the network within which Puleston Wealth Management operates today.
Throughout his career Don has built a reputation for trusted, client-focused advice, and his extensive 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 📞 07932 725441
Iain brings a wealth of specialist mortgage expertise to Puleston Wealth Management, 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 before the practice was sold. That experience, combined with his deep knowledge of the mortgage market, makes Iain a trusted and highly capable addition to the team.
Based in the North West, Iain advises clients across the UK, ensuring that 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.
Privacy Notice The guidance and/or information contained within this website is subject to UK regulatory regime and is therefore 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 Services Ltd (QFS) , who are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Ltd (QFS) is entered on the FCA register under reference 440703 https://register.fca.org.uk/s/