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