Puleston Wealth Management Ltd

02/10/2026

We are opening a new office at 80 London Road, Stockton Heath.

Thirteen years after starting Puleston Wealth Management, and one month after becoming directly authorised, we are moving onto the high street. The refurbishment is under way and the doors open as soon as it is finished.

If you are local, call in and say hello. If you have a pension you have not looked at since the inheritance tax changes were announced, now is a sensible time to review it.

01925 341 947, pulestonwm.co.uk

Puleston Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority, FRN 1032154. The value of investments can fall as well as rise and you may get back less than you invested. The Financial Conduct Authority does not regulate inheritance tax planning.

Call now to connect with business.

17/09/2026

‘Do not let the tax tail wag the investment dog’, investors warned ahead of Budget

19/08/2026

Millions of unmarried couples to get stronger rights

Overdue reforms to protect women and meet the needs of modern relationships as the government continues to prioritise tackling VAWG and working people

06/08/2026

HMRC repays £50m to thousands of pension savers - how to see if you've overpaid tax

https://news.sky.com/story/money-live-consumer-personal-finance-tips-sky-news-latest-13040934?postid=12185963 -body

https://www.gov.uk/claim-tax-refund

In a special series, Money feature writer Brad Young explains how to retire abroad - watch his video below. Today, he explains the pros and cons of moving to France. Plus, we have the best new savings accounts in our regular guide - and news of an attraction coming to London.

02/07/2026

61% of those who (?) now regret doing so.

Can anyone give us the answer.

Clue: Those who did, may have done on the back of damaging speculation.
🧐

29/05/2026

🚨 LANDLORDS & LETTING AGENTS – DEADLINE: 31 MAY 🚨

If you have an existing assured or assured shorthold tenancy in England created before 1 May 2026, you MUST provide every named tenant with the official government Renters’ Rights Act Information Sheet by 31 May 2026 — or risk fines of up to £7,000.

✅ Must be the EXACT government PDF
✅ Must be sent as a PDF attachment or hard copy
❌ Sending only a web link is NOT valid
✅ Applies to existing written tenancies
❌ Does not apply to lodgers

Download the official PDF here:
GOV.UK Renters’ Rights Act Information Sheet 2026

Protect yourself:
✔ Keep evidence of service
✔ Ensure every named tenant receives a copy
✔ Don’t assume your agent has already done it

18/05/2026

https://news.sky.com/story/money-live-consumer-personal-finance-tips-sky-news-latest-13040934

The average tax-paying pensioner doesn't have enough income to live a moderate lifestyle, new analysis of government figures shows. Plus, we speak to a tattoo artist for the latest instalment of our What It's Really Like To Be A... series.

06/03/2026

🌟 We're growing, and we're looking for someone special to grow with us.

Puleston Wealth Management Ltd is hiring a Paraplanner to join our team in Warrington.

This isn't just a back-office role. You'll be at the heart of what we do, working directly alongside our advisers to craft financial plans that genuinely change people's lives.

We're looking for someone who:
✅ Has a solid grounding in financial planning or paraplanning
✅ Takes pride in producing accurate, high-quality work
✅ Wants to build a long-term career in wealth management
✅ Thrives in a close-knit, client-focused team

Posted 12:31:00 PM. PULESTON WEALTH MANAGEMENT LTDParaplanner — Full-Time | Warrington, England (On-Site) Are you a…See this and similar jobs on LinkedIn.

29/01/2026

https://uk.finance.yahoo.com/news/cheapest-mortgage-interest-rates-natwest-halifax-bank-england-121108750.html

Have you seen the latest mortgage market update? Recent data shows lenders like cutting mortgage pricing, with some of the most competitive fixed-rate deals available in almost three years — and Bank of England base rates now at their lowest in a long time. Iain Hill

Find out the latest mortgage rates and deals from HSBC, NatWest, Santander, Barclays and more.

13/10/2025

We are growing our admin support team. If you have what we need follow this link to apply.
https://uk.indeed.com/job/office-administrator-05ab100501bbab17

Any questions please call us on 01925 341947

Puleston Wealth Management Ltd