Cardiff Financial Advisers with 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 

Welcome 

INTRO

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. 

A Full Range of Services 

FOR ALL WALKS OF LIFE

Personal & Family Insurance Protection 

Retirement
Planning 

Inheritance Tax (IHT) Planning 

Inter-generational
Wealth Planning 

Personal
‌ Investments 

Banking & Mortgage
Solutions 

Commercial & Corporate Insurance & Protection 

Group Income Protection 

Group Private Medical Insurance 

Commercial & Corporate Pension Planning 

Group Life & Critical Illness Insurance 

Trustee Investment Planning 

Various Legal & Tax Services 

Commercial & Corporate Investments 

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

"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!"

Leanne Jones

HR Manager Cowbridge

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.  

Taking a Tax Health Check can really help you to understand ways to improve your "Tax well-being"

Claim Your Wealth Health Check Today

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.

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