Helping clients live the life they truly want through holistic financial planning
At Pulse Accountants, we’re fortunate to work with a diverse and inspiring range of businesses across the UK—supporting their growth, optimising their finances, and helping them do what they do best. One such business is Tulloch Wealth Management, a company that exemplifies the power of people-first service, long-term thinking, and deeply personal financial advice.
We’re delighted to shine a light on Tulloch Wealth Management’s success, the role we’ve been privileged to play in it, and the incredible value they bring to individuals, families, and business leaders across the UK.
A holistic, goals-based approach to financial planning
Tulloch Wealth Management doesn’t just offer financial advice—they provide peace of mind, clarity, and a roadmap for life. Their model is rooted in holistic, goal-based planning that goes far beyond traditional financial services. Every plan is tailored to the individual, designed with the client’s unique life journey in mind.
Whether working with an individual approaching retirement, a young family thinking about future security, or a business owner navigating succession planning, Tulloch’s focus is always the same: to help people live the life they truly want.
Their services are comprehensive and far-reaching, including:
- Retirement planning
- Investment management
- Wealth protection
- Succession and legacy planning
- Employee benefits and business financial planning
Importantly, Tulloch sees their role not just as financial advisers, but as trusted partners for life—developing long-term, meaningful relationships with every client. They bring empathy, clarity, and award-winning service to every interaction, making financial planning approachable and human, and that’s why they put so much emphasis in working alongside a people-first accounting service provider like Pulse.
A personal service for every stage of life
One of the most compelling aspects of Tulloch Wealth Management is their ability to meet people wherever they are in life.
Their clients are as varied as their needs—ranging from private individuals and families to high-net-worth clients and company directors. Each brings a different set of goals, challenges, and aspirations. Tulloch takes the time to understand these fully before crafting a bespoke strategy that evolves with the client over time.
For private clients, this could mean:
- Planning for a secure and comfortable retirement
- Protecting wealth for future generations
- Creating investment portfolios aligned with personal values
- Navigating complex life transitions with financial stability
For business owners and directors, the support is equally strategic:
- Setting up executive pension schemes
- Implementing shareholder protection policies
- Providing staff with private medical insurance
- Ensuring business continuity through succession planning
By blending technical expertise with human insight, Tulloch creates plans that aren’t just financially sound—they’re emotionally resonant, too.
National reach, local care
Though they have national reach, Tulloch Wealth Management remains firmly grounded in their roots. With offices in Newcastle, London, Manchester, and Barnard Castle, they are well-positioned to support clients across the UK—whether in person or remotely.
This hybrid approach means every client receives the same level of dedicated, life-centred service, no matter their location. Tulloch's commitment to flexibility and accessibility ensures that financial advice is never out of reach.
And while their geographical footprint has expanded, their community-focused ethos has never wavered. The team is proud of their Northern heritage and continues to foster strong local ties while offering expertise that stands up on a national level.
Very much mirroring our focus here at Pulse, when growth occurs, quality of service and client care is never sacrificed.
Real-world impact: Supporting growth, security, and peace of mind
One of the most rewarding aspects of Tulloch’s work is the tangible impact they have on the lives and businesses of their clients. One such story—shared with us during our interview—perfectly illustrates the depth and breadth of their service.
A three-director limited company, referred to Tulloch by Pulse Accountants, was experiencing a period of rapid growth. While the business was thriving, the directors recognised the need for specialist financial planning to protect both their personal and professional futures.
Tulloch stepped in with a fully bespoke solution:
- Executive pensions to secure the directors’ retirement planning
- Private medical insurance to support wellbeing
- Shareholder protection to ensure business continuity
This wasn’t a one-size-fits-all package—it was carefully designed around the specific dynamics and goals of the business. And Tulloch didn’t stop there.
Recognising the value of retaining talent, they extended these benefits to key employees, helping to enhance the company’s overall offering in a competitive marketplace.
Beyond the business, Tulloch also provided support with estate and legacy planning, helping the directors establish:
- Wills
- Trusts
- Lasting powers of attorney
This provided peace of mind that their families—and the business—would be protected for the long term. It’s a shining example of how Tulloch’s life-centred approach transforms both professional outcomes and personal wellbeing.
A strong partnership: Working with Pulse Accountants
As Tulloch Wealth Management has grown and evolved, so too has its relationship with us at Pulse Accountants. We’ve had the privilege of supporting their business with our accounting and advisory services—and it's been a genuinely collaborative partnership.
Here’s what the team at Tulloch had to say about the relationship:
“Our relationship with Pulse Accountants has been a key part of our growth and operational efficiency at Tulloch Wealth Management. Pulse provides us with expert support across financial systems and business functions, allowing us to streamline operations and make informed, strategic decisions.”
This goes beyond day-to-day compliance or number-crunching. At Pulse, we aim to act as an extension of our clients’ teams, embedding ourselves in their goals and challenges to deliver solutions that truly support their mission.
“Their advice has been invaluable—offering not just technical expertise but also a deep understanding of our business goals and challenges. We truly see them as an extension of our team.”
Above all, we’re proud to support Tulloch in staying focused on what matters most—serving their clients with care, integrity, and attention to detail.
Looking to the future
Tulloch Wealth Management continues to go from strength to strength. Their commitment to personalised service, strategic insight, and lifelong support sets them apart in a crowded marketplace. As they expand their reach and deepen their client relationships, the future looks bright—for the business and the people they serve.
Whether it’s helping a family secure their legacy, a young couple plan for retirement, or a business owner protect what they’ve built, Tulloch’s mission is clear: to help people live with confidence, security, and purpose.
Looking ahead to the future, we’re thrilled to continually play a role in Tulloch’s journey, and look forward to supporting this impact-driven company as they grow.
Ready to level-up your business?
At Pulse Accountants, we’re more than just number-crunchers—we’re partners in our clients’ success.
Our work with Tulloch Wealth Management is a perfect example of the kind of trusted, collaborative relationships we aim to build. By taking the time to understand their business, tailoring our support, and staying aligned with their vision, we’ve been able to help Tulloch thrive.
If you’re a business looking for a proactive accounting partner who sees the bigger picture, we’d love to chat. Fill in this form to discover how we could support your business with our client-first accounting services.
