Puleston Wealth Management Ltd

Puleston Wealth Management Ltd Our focus is to provide you with an excellent experience whilst addressing basic and complex needs through face to face financial planning.

Puleston Wealth Management look after businesses and private clients across the UK. Warrington Office
01925 341947

Nationwide
Christopher Cowley - Senior Financial Planner - 07841213983

South Region
Don Healy - Senior Financial Planner - 07944633281

Founder, CEO & Chartered Associate LIFBF
Simon Puleston - 07887722750

Approver Quilter Financial Services Ltd & Quilter Mortgage Planning Ltd 06/03/2024

Millions of unmarried couples to get stronger rights
19/08/2026

Millions of unmarried couples to get stronger rights

Overdue reforms to protect women and meet the needs of modern relationships as the government continues to prioritise tackling VAWG and working people

HMRC repays £50m to thousands of pension savers - how to see if you've overpaid taxhttps://news.sky.com/story/money-live...
06/08/2026

HMRC repays £50m to thousands of pension savers - how to see if you've overpaid tax

https://news.sky.com/story/money-live-consumer-personal-finance-tips-sky-news-latest-13040934?postid=12185963 -body

https://www.gov.uk/claim-tax-refund

In a special series, Money feature writer Brad Young explains how to retire abroad - watch his video below. Today, he explains the pros and cons of moving to France. Plus, we have the best new savings accounts in our regular guide - and news of an attraction coming to London.

02/07/2026

61% of those who (?) now regret doing so.

Can anyone give us the answer.

Clue: Those who did, may have done on the back of damaging speculation.
🧐

29/05/2026

🚨 LANDLORDS & LETTING AGENTS – DEADLINE: 31 MAY 🚨

If you have an existing assured or assured shorthold tenancy in England created before 1 May 2026, you MUST provide every named tenant with the official government Renters’ Rights Act Information Sheet by 31 May 2026 — or risk fines of up to £7,000.

✅ Must be the EXACT government PDF
✅ Must be sent as a PDF attachment or hard copy
❌ Sending only a web link is NOT valid
✅ Applies to existing written tenancies
❌ Does not apply to lodgers

Download the official PDF here:
GOV.UK Renters’ Rights Act Information Sheet 2026

Protect yourself:
✔ Keep evidence of service
✔ Ensure every named tenant receives a copy
✔ Don’t assume your agent has already done it

🌟 We're growing, and we're looking for someone special to grow with us.Puleston Wealth Management Ltd is hiring a Parapl...
06/03/2026

🌟 We're growing, and we're looking for someone special to grow with us.

Puleston Wealth Management Ltd is hiring a Paraplanner to join our team in Warrington.

This isn't just a back-office role. You'll be at the heart of what we do, working directly alongside our advisers to craft financial plans that genuinely change people's lives.

We're looking for someone who:
✅ Has a solid grounding in financial planning or paraplanning
✅ Takes pride in producing accurate, high-quality work
✅ Wants to build a long-term career in wealth management
✅ Thrives in a close-knit, client-focused team

Posted 12:31:00 PM. PULESTON WEALTH MANAGEMENT LTDParaplanner — Full-Time | Warrington, England (On-Site) Are you a…See this and similar jobs on LinkedIn.

Any plans to retire in 🇩🇰
30/05/2025

Any plans to retire in 🇩🇰

Denmark is raising its retirement age to the highest in Europe – could the UK follow suit?

Address

21 Arley Road
Warrington
WA44RN

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441925341947

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