Chartered Financial Advisers in Cardiff & Bridgend

For a personal touch, trust Jon Purnell Wealth Management for all Your Financial Needs

Individual & Family
Wealth Management 

Financial Advice
For Business Owners

Long Term Care
Financial Planning 

Are you finances set up to succeed?

FOR NOW AND THE FUTURE


Are you're 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 low hanging tax breaks and pension loopholes within your business?

Is your accountant helping you to maximise your business options ready for retirement?

We Understand That Sometimes Life Does Not Go To Plan 

WELCOME


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. 

Financial Adviser Cardiff

A Full Range of Services 

FOR ALL WALKS OF LIFE


personal & family insurance protection

Personal & Family Insurance Protection 

retirement planning

Retirement
Planning 

inheritance tax planning

Inheritance Tax (IHT) Planning 

inter-generational wealth planning

Inter-generational
Wealth Planning 

personal investments

Personal
‌ Investments 

banking & mortgage solutions

Banking & Mortgage
Solutions 

insurance & protection

Commercial & Corporate Insurance & Protection 

group income protection

Group Income Protection 

medical insurance

Group Private Medical Insurance 

pension planning

Commercial & Corporate Pension Planning 

illness insurance

Group Life & Critical Illness Insurance 

trustee investment planning

Trustee Investment Planning 

various legal and tax services

Various Legal & Tax Services 

commercial & corporate investments

Commercial & Corporate Investments 

exit strategies and consultation

Exit Strategies and Consultation

Cardiff Wealth Management & Cardiff Financial Advisers

Who Are Jon Purnell Wealth Management?

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

 

Latest Testimonial

"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."

Jeanette Morgan

Long-term CLIENT

Retiring on your terms or providing for your family is achievable, but not without taking action.

GET A complimentary 2022 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.


Speak to our team today and claim your complimentary, no obligation 2022 financial review.

Latest Events 

GET THE ANSWERS YOU NEED


Join Our Webinar - Tax Year End - Take the right step

As this tax year draws to a close, hear from Tony Wickenden, St. James’s Place Technical Director, who’ll explain how to get on the right track before the deadline (5 April).


He’ll then go on to look at the ‘future of taxation’ which will provide exclusive insight to help secure your financial wellbeing.


Scheduled for Wednesday 17 February at 10.00am.  

Claim Your Complimentary And No-obligation 2022 Financial Review


Book in your complimentary and no-obligation financial review and start 2022 of in full control and confidence.

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REGARDLESS OF YOUR CIRCUMSTANCES, WE WOULD LOVE TO HEAR FROM YOU


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