FOR NOW AND THE FUTURE
Are your assets currently geared toward a comfortable retirement?
Do you have enough financial protection to mitigate a variety of risks for you or your family?
Are you taking advantage of the tax breaks available to you and your business?
Is your accountant helping you to maximise your business options ready for retirement?
At Jon Purnell Wealth Management, we want to make sure you have more than enough money for a comfortable retirement. That's why we are dedicated to providing comprehensive wealth management solutions that work with your individual needs and goals in mind.
We provide services to both private individuals and commercial clients, making us both a popular and trusted Financial Adviser for both Cardiff and Bridgend areas, South Wales.
FOR ALL WALKS OF LIFE
WITH YOU FOR THE JOURNEY
Jon Purnell Wealth Management is committed to providing unparalleled service to each client, whether they want personal or corporate financial advice. We guarantee that your finances will be handled with care and discretion no matter what you're looking for.
Located in Bridgend, South Wales, we have been an established Cardiff Financial advisor since 2010. We can help support you with everything from personal family insurance protection, inter generational and commercial wealth management for you and your business.
Find Out What Makes Us So Refreshing And Different
"Jon has always supported me in all my financial decisions. I feel that he has my best interests at heart. The service that I have received has been second to none. I would recommend him to anyone."
""Jon gives us great services, awesome company, awesome adviser"
"Fab experience, thanks Jon, see you next year!"
GET your 2024 FInancial REVIEW
We all want to be able to retire comfortably or financially protect our loved ones when we're gone. But it's not happening without taking some action! So don't procrastinate, act now so that you can make an impact on yourself and those around you.
Please speak to our team today and claim your 2024 financial review.
Book your personal financial review and start 2024 with full control and confidence.
THURSDAY MarCH 7th, 2024 12:30 PM (London GMT).
The Chancellor’s Spring Budget is taking place on Wednesday 6 March and, following this, there will be much to consider from a tax and financial planning perspective.
Our industry experts at St. James’s Place will be providing an overview of the key announcements, what they mean for you and the benefits of seeking professional advice to ensure you achieve your financial goals.
Hosted by SJP’s Technical Connection Director, Edward Grant, your speakers will include Niki Patel, Claire Trott and Tony Wickenden. Their combined expertise and knowledge of Tax and Trusts and retirement planning will help to demystify some of the recent changes to our financial landscape.
We hope you can join us for what promises to be another insightful session, delivered by our popular and trusted guest speakers.
REGARDLESS OF YOUR CIRCUMSTANCES, WE WOULD LOVE TO HEAR FROM YOU