PULESTON WEALTH MANAGEMENT - Key Persons

Job Titles:

• Senior Financial Planner - 07841213983 - National Coverage

Chris brings over 10 years of experience working at Lloyds Banking Group.  Chris worked in a number of roles in sales, management, and latterly as a Financial Adviser, at Lloyds Banking Group.  Chris continues to develop his expertise and knowledge and is working towards Chartered Status.

Job Titles:

• Senior Financial Planner - 07944633281 - Advising Clients in the South of England

Don joined Puleston Wealth Management bringing with him a wealth of experience that dates back to 1984. Don started with Prudential as a District Agent and became a Sales Manager in 1988. In 2000 Don joined Positive Solutions as an Independent Financial Adviser which was acquired by Quilter Financial Planning. Don is married to Christine and they have a son and daughter together, as well as four granddaughters. Don currently looks after our clients based in the Southern Regions.

Job Titles:

• Founder & Chartered ALFBF - 07887722750

After leaving the Royal Air Force as a trainee Electrical Mechanical Aircraft Technician, Simon joined the Bank of Scotland in 2001. The opportunities within the bank allowed Simon to develop and grow and found his perfect role as a Financial Adviser after travelling across the UK recruiting advisers for multi brands within the group everything was going very well until….. In 2012 like many other high street banks, Lloyds Banking Group decided to close their financial planning arm. Although premature, as at the time he had three young boys and only just moved to a larger house this also was the ideal opportunity to continue working with his loyal clients and founded Puleston Wealth Management Ltd.