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 your finances set up to succeed?


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?

We Understand That Sometimes Life Does Not Go To Plan 


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 


personal & family insurance protection

Personal & Family Insurance Protection 

retirement planning


inheritance tax planning

Inheritance Tax (IHT) Planning 

inter-generational wealth planning

Wealth Planning 

personal investments

‌ Investments 

banking & mortgage solutions

Banking & Mortgage

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?


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


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

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.

financial advice near me

Claim Your 2024 Financial Review

Book your personal financial review and start 2024 with full control and confidence.

Latest Webinar - Meet the Fund Manager

TUESDAY 7TH MAY, 2024 12:30 - 13:30 (London GMT).

We are delighted to invite you and your network of clients, prospects and professional connections to join us for our first 'Meet the Fund Manager' virtual event of 2024.

Darren will be joined by Jim Henderson CFA, Aristotle, and together they will delve into fund performance and the future landscape of investing. This discussion will offer keen investors some deep insights into effective investment strategies and trends shaping the future of the financial markets. Aristotle manages our North American Fund, which is included in the Adventurous Portfolio. The content will therefore be based largely on US Markets and revolve around the pre-submitted questions asked by our attendees.

Key Highlights:

  • Market performance & trends
  • Current economic challenges
  • Aristotle's investment philosophy

Get your FREE guide to
St. James Place Virtual Client Events

Leave Us Your Info


Please provide at least one contact method