Is Puleston Wealth Management Ltd regulated by the FCA?

Yes. Puleston Wealth Management Ltd appears with FCA status Authorised.

What is Puleston Wealth Management Ltd's FRN?

Puleston Wealth Management Ltd's firm reference number is 1032154.

Is Puleston Wealth Management Ltd a UK MiFID firm?

No. Puleston Wealth Management Ltd does not currently appear on the MiFID firms register used for this directory.

Firm profile

UK (FCA)

Authorised

Authorised since September 2026

Last updated 5 September 2026

Puleston Wealth Management Ltd

Investment and advice, Wealth/investment advisor

Location

Puleston Wealth Management Ltd, Springside, 21 Arley Road Appleton, Warrington, Cheshire, WA4 4RN

Website

https://www.pulestonwm.co.uk

Summary

Puleston Wealth Management Ltd is a Warrington-based wealth/investment advisor. It was first authorised by the FCA in 2026. It has permissions related to credit, investments, mortgages & home finance, and pensions.

Timeline

1 September 2026

First authorised by the FCA

1 September 2026

Permission update: Acting as a CBTL Advisor

1 September 2026

Permission update: Acting as a CBTL Arranger

Firm permissions

CBTL

Consumer Credit

Designated Investment Business

Regulated Home Finance

Latest financial accounts

Financial data and risk indicators are available in the full platform.

Key people

SMF16 Compliance Oversight

Mr Simon Puleston