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
"If it wasn't for Jon's advice and support, we wouldn't be in our dream home! Not only that but thanks to Jon's recommendation, we have been left financially secure following a cancer diagnosis- you never know whats around the corner, and taking Jon's exceptional advice has saved us from financial disaster! I would highly recommend Jon's services- we wouldn't go anywhere else now!"
HR Manager Cowbridge
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.
If you would like to find out more about the range of services we provide, simply get in touch today for friendly, personalised advice. Whether it be for business or personal purposes, together we can build a strategy to help make your money work for you.
REGARDLESS OF YOUR CIRCUMSTANCES, WE WOULD LOVE TO HEAR FROM YOU