Client Testimonials


Please read below testimonials from our valued clients who have kindly taken the time to share their experience with Puleston Wealth Management Ltd.

Mr W – Cheshire

Overall Rating: 5/5

Quality of Advice: 5/5

Quality of Service: 5/5

Value for Money: 5/5

What were the circumstances that caused you to look for a financial adviser?

Simon took over from our previous adviser who had helped us & our family for many years previously

How did Simon Puleston help you?

Simon explained all options regarding pensions & investments and guided us through the processes very well

Have you seen the outcome you were hoping for?

Yes, we are in it for the long term!

What could they have done better?

Simon strikes the right balance between professionalism & friendliness, he has a nice manner & we feel we can trust his advice

Mr and Mrs H – Cheshire

Overall Rating: 5/5

Quality of Advice: 5/5

Quality of Service: 5/5

Value for Money: 5/5

What were the circumstances that caused you to look for a financial adviser?

In a competitive market with so many variables I felt it was better to get informed information from an expert – also time.

How did Simon Puleston help you?

Simon, over a number of years has given me sound financial advise in various areas of financial matters – from mortgages to personal investments and pensions

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

No areas of concerns – I was informed of all the different situations which were discussed in detail to make sure the correct decision was made for me and my family

Miss M – Lancashire

Overall Rating: 5/5

Quality of Advice: 5/5

Quality of Service: 5/5

Value for Money: 5/5

What were the circumstances that caused you to look for a financial adviser?

I had recently split my ex partner and had to move out of our jointly owned property and was struggling with the best route back into the property market.

How did Simon Puleston help you?

Simon understood and listened to my concerns during what was an extremely difficult time. He found the best possible outcome to suit my situation and pushed the relevant parties to ensure a speedy completion on my new property.

Have you seen the outcome you were hoping for?

Yes, thanks to Simon and his advice I am now happily settled in my new dream home.

Mr K – Cheshire

Overall Rating: 5/5

Quality of Advice: 5/5

Quality of Service: 5/5

Value for Money: 5/5

What were the circumstances that caused you to look for a financial adviser?

Simon was recommended to me by a family member who he had been looking after for some time. I decided to switch to Simon once he had reviewed my finances and made recommendations.

How did Simon Puleston help you?

Simon pooled all my existing pensions into one umbrella.

Have you seen the outcome you were hoping for?

Pension growth has been excellent and I am really pleased.

Mrs P – Cheshire

Overall Rating: 5/5

Quality of Advice: 5/5

Quality of Service: 5/5

Value for Money: 5/5

How did Simon Puleston help you?

I met with Simon to address my insurance needs for my home and my buy to let property. Simon gave me the option of a home visit or to go into the office. I have young children so it was great that Simon offered to come to me. After explaining what my requirements were, Simon explained the process and what I could expect as a client. Later that same day Simon phoned me to confirm he had found a suitable solution which saved me money and importantly I was better insured as a result.

What could they have done better?

I can honestly say I am delighted with the service and cant think of anything more I would ask.

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 & Quilter Mortgage Planning Ltd, who are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Ltd & Quilter Mortgage Planning Ltd are entered on the FCA register under reference 440703 & 440718 https://register.fca.org.uk/s/

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