Puleston Wealth Management
Initial consultation free
Restricted
Secure your future with our tailored financial solutions. Maximise returns, minimise risks. Let's build a robust financial plan together for lasting prosperity. Your goals, our expertise. Invest in confidence, retire in style.
We can advise you on
Clients
helped
< 10helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£100k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr SIMON PULESTON
Chartered ALIFBF
Mr Christopher Cowley
Senior Financial Planner
Mr Don Healy
Senior Financial Planner
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits. Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people. Wills, Trusts and Power of Attorney are not regulated by the Financial Conduct Authority. Will writing & Powers of Attorney are 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. Commercial mortgages are by referral only. Approver Quilter Financial Services Ltd & Quilter Mortgage Planning Ltd 06/03/2024
Legal information
While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries.To check that an adviser is regulated, you can contact the relevant regulatory or professional body .
Access to and use of this online directory is subject to unbiased.co.uk website terms and conditions and privacy policy .
This service is provided by Unbiased Group Services Ltd