Financial AdviserProfile

Puleston Wealth Management Ltd

Public-record profile
Springside, 21 Arley Road, Appleton Thorn, Warrington, WA4 4RN
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Profile data from public records and claimed profile updates where available

Not fully verified by VerifiedAdvisers: This profile has been generated from public records. The firm has not yet claimed this page, so we have not completed all member verification checks. Public records can be incomplete or change over time.

Puleston Wealth Management Ltd is listed as a FCA appointed representative in the WA4 4RN area. Registered at Companies House in 2013. FCA records list Quilter Financial Services Ltd as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2013
Type
FCA appointed representative
Company No.
08389899
SIC
66190
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

Quilter Financial Services Ltd, FRN 440703 (Full)

Companies House

PULESTON WEALTH MANAGEMENT LTD is active and was incorporated on 5 February 2013.

Nature of business: 66190 - Activities auxiliary to financial intermediation n.e.c.

Registered office: Springside 21 Arley Road, Appleton, Warrington, Cheshire, WA4 4RN

Authorisations

FCAactive
Reference: 595900
Type: FCA appointed representative
Company no.: 08389899
Verified:
View public register

Company Snapshot

Industry
Financial & Investment Services
Data Freshness
Stale (> 1 year)
Accounts last made up to
31 March 2025
Accounts next due
31 December 2026
Accounts type
Total Exemption Full
Employees
5
Equity
£511,763
Cash
£68,293
Fixed assets
£562,590
Current assets
£72,920
Net current assets/liabilities
-£23,955
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

PULESTON, Simon
Appointed 5 February 2013
DOB: 3/1981

Persons with significant control

Mrs Sarah Puleston
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 1/1980
Mr Simon Puleston
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent
DOB: 3/1981

Recent Filings

7 February 2026
CS01
confirmation statement with no updates
28 October 2025
AA
accounts with accounts type total exemption full
6 February 2025
CS01
confirmation statement with updates
6 January 2025
PSC07
cessation of a person with significant control
6 January 2025
PSC04
change to a person with significant control
15 November 2024
AA01
change account reference date company current extended

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Location

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You'll find Puleston Wealth Management Ltd at the location shown on the map in Warrington.

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ℹ️ Public Records: This profile has been generated from official public records. The adviser has not yet claimed or verified these details.