About Puleston Wealth Management
“Treat others as you would like to be treated yourself, and, do for others what you would like others to do for you” Together we make up an understanding and passionate team, our aim to continue to provide the very best service and ongoing support for our clients. We believe the way to do this is to work closely together, being open, honest but also direct to ensure we provide good outcomes for our clients. We believe our ethos and enthusiasm for what we do sets us apart and builds on our excellent reputation within the financial services sector. Puleston Wealth Management has made two acquisitions of local IFA practices both owners had reached their chosen retirement age and needed a like minded adviser to successfully integrate clients and continue to protect clients future needs and objectives.