A Personal Approach to Finance

Trust Jon Purnell Wealth Management for all Your Financial Needs

Wealth Check

Individual & Family
Wealth Management 

Financial Advice
For Business Owners

Long Term Care
Financial Planning 

Welcome 

INTRO


Jon Purnell Wealth Management works with both private and commercial clients, providing a comprehensive range of finance and wealth management solutions. As a local Financial Adviser, we offer a relationship-focused approach to managing your money, to help see that your finances work and earn for you.

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

Who Is Jon Purnell?

WITH YOU FOR THE JOURNEY


At Jon Purnell Wealth Management, we endeavour to tailor our services to you and your specific circumstances and goals. We handle your finances with the same degree of care whether you are a business owner, private individual or a family looking for personal wealth management and bespoke financial advice. Based in Bridgend, South Wales, we are an established financial adviser, managing everything from personal family insurance protection, inter generational and commercial wealth management.

Find Out What Makes Us So Refreshing And Different

Read More
 

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


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Find out how to protect your's and your family's finance during and beyond COVID-19

Get answers to common questions relating to:


  • Employee benefits
  • Trusts and Life Assurance
  • Pension Beneficiaries 
  • Cash Holdings
  • And more...


Your home may be repossessed if you do not keep up repayments on your mortgage.


The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

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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