Jon Purnell Wealth Management

Associate Partner Practice of St. James's Place Wealth Management

I provide personalised and prestige wealth management advice to individuals and businesses in and around the South Wales Area. My advice is tailored to meet your personal and business objectives. In particular I provide tailored advice to Medical, Dental and Veterinary Practices.

Jon Purnell, Principal

Medical Profession

We have considerable expertise in providing specialist, tailored financial advice to medical professionals.

Our services

We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.

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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

Jon Purnell, Principal

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