FOR NOW AND THE FUTURE
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?
WELCOME
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.
FOR ALL WALKS OF LIFE
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
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.
Book your personal financial review and start 2024 with full control and confidence.
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.
REGARDLESS OF YOUR CIRCUMSTANCES, WE WOULD LOVE TO HEAR FROM YOU
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.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group's website here.
Jon Purnell Wealth Management Limited is registered in England No. 12320956. Registered Office: 13 Trem-Y-Dyffryn, Broadlands, Bridgend, United Kingdom, CF31 5AP.
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