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.
FOR ALL WALKS OF LIFE
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
"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!"
HR Manager Cowbridge
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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:
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.
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.
REGARDLESS OF YOUR CIRCUMSTANCES, WE WOULD LOVE TO HEAR FROM YOU