Puleston Wealth Management

Restricted - Whole of Market  Springside, 21 Arley Road, Appleton, Cheshire, WA4 4RN
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FCA authorised
Last authorised 6th July 2020
We have no thresholds before we give advice. You get the advice you need and the client care you deserve. Working with SMEs and individuals Puleston Wealth Management prides itself on providing an excellent client experience whilst dealing with the basics and the most complex needs through face to face Financial Planning and Wealth Management. By building great long term relationships with you we are better able to support you achieve your financial goals. We have already helped many businesses and clients save money, make better use of capital, protect both businesses and families from unforeseen circumstances, such as long term sickness, critical illness and death.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Simon Puleston
Financial Adviser
Sarah Puleston
Financial Adviser
About us

We are pleased to be an Appointed Representative and Key Account of Quilter Financial Planning who are wholly owned by Quilter Investors a FTSE 250 company.

Simon Puleston
Principal Financial Adviser
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Background
Simon has been advising his clients for over 10 years currently working on his final exam to attain Chartered Status. Previously having worked at the Bank of Scotland through a number of mergers and latterly Lloyd's Banking Group. Previous to this he was in the Royal Airforce.

Sarah Puleston
Financial Adviser
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Background
After a successful career with Lloyds Banking Group Sarah left to join Simon and also raise their fourth child. Sarah has been busy studying and qualified in 2019 Sarah is now advising her own clients and building her own client base through client referrals.

As a client of Puleston Wealth Management you will benefit from the collective knowledge, experience, resource and expertise of the team and the wider resource available to us.

We are able to provide advice in the following areas:

 Final Salary Pension Advice & Retirement Planning
 Investments & Tax Planning
 Wills, Estate Planning & Later Life Planning
 Mortgages & Insurance
 Equity Release

Our services

Everything we do is built around our clients needs and requirements. We pride ourselves with the ongoing service we provide to our clients and the care and attention we give to our clients.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

 Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
 Equity release will reduce the value of your estate and can affect your eligibility for means tested benefits.
 Inheritance Tax, Tax Planning, Estate Planning & Will Writing are not regulated by the Financial Conduct Authority.
 Will Writing is not part of the Quilter Financial Planning offering and is offered in our own right. Quilter Financial Planning accept no responsibility for this aspect of our business.

Springside, 21 Arley Road, Appleton Thorn, Warrington, Cheshire, WA4 4RN

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