Puleston Wealth Management Ltd

Puleston Wealth Management Ltd is a financial advisory firm that provides investment and retirement planning services. The company offers support to its clients in addressing their financial needs.
  • Savings
  • Pensions
  • Mortgages
  • Insurance
  • Investment Planning
  • Retirement Planning
Size
Small
Phone
01925 341947
Website
pulestonwm.co.uk
Email
Available in Endole App
Locations
Springside, 21 Arley Rd, WA4 4RN
01925341947
9:00 - 17:00
Church St, WA6 6PN
01925341947
Digital Popularity
Social Media
Competitors
F3 Wealth
F3 Wealth is a family-run wealth management business that offers holistic, independent financial advice tailored to individual needs.
Bosworth Wealth Management
Bosworth Wealth Management provides clear, reliable, and professional financial advice tailored to individual client needs.
Company Details
Puleston Wealth Management Ltd is operated by Puleston Wealth Management Ltd and is a Active company incorporated on 5 February 2013 with the registered office located in Warrington, Cheshire. Puleston Wealth Management Ltd was registered 12 years ago.
Status
Active
Size
Micro
Directors
1
Age
12 years old
Employees
6
Turnover
Unreported
Total Assets
£440.63K
Cash in Bank
£58.65K
Total Liabilities
-£103.91K
Mr Simon Puleston
Director • PSC • Financial Planning And Wealth Management • British • Lives in UK • Born in Mar 1981
More information on Puleston Wealth Management Ltd
Teams
All
3
Finance
2
Management
1
Sarah Puleston
Practice Manager
Iain Hill
Mortgage Specialist • Joined May 2024
Christopher C
Senior Financial Planner • Joined Dec 2020
Iain Hill
Mortgage Specialist • Joined May 2024
Christopher C
Senior Financial Planner • Joined Dec 2020
Sarah Puleston
Practice Manager