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


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 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.

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Claim Your 2024 Financial Review

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

Latest Webinar - Tax and Financial Planning Essentials Following the Autumn Statement 2023

Thursday 23RD OF NOVEMBER 2023 at 12.30pm (London GMT).

Following the Chancellor’s Autumn Statement, join Claire Trott, Niki Patel and Tony Wickenden from our Technical Connection Division. They will analyse some of the changes announced, and how these might impact your financial planning strategy.

Our experts will provide an update on the tax and pensions context as it currently stands and remind you of the many ways in which you can access available reliefs and exemptions. Together, they will help to explain some of the ways you can embed tax efficiency into your financial plans, enabling you to grow, preserve, and pass on wealth. They will also demonstrate the value of taking an annual Tax Health Check to improve your financial well-being. 

More and more people are becoming taxpayers. Many will be subject to higher or additional rates of income tax, and dividends and capital gains are also becoming subject to tax given the lower annual exemption. Increasing numbers will see their estates subject to inheritance tax. Against this backdrop, never has it been so important to ensure we maximise the use of all reliefs, exemptions, lower tax rates and opportunities to invest tax efficiently.

We look forward to welcoming you to another engaging and interactive session with our experts in holistic planning.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

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