OUR JOURNEY
Jon Purnell Wealth Management offers both private consumers and business owners a range of financial advice and services, from planning for retirement, inheritance tax or inter-generational wealth, to medical insurance and pension planning. We pride ourselves on our uniquely personal approach to financial advice, allowing us to provide advice tailored to each individual's specific situation.
With over 29 years in the industry, Jon Purnell APFS has a selection of specialist areas, including long-term care to help clients best navigate future wealth needs and requirements. We are also an appointed and proud Practice of St. James's Place Wealth Management PLC. This advantageous relationship allows us to offer a wide range of investment products with the added benefit of their St. James's Place Advice Guarantee, which fundamentally means that they can guarantee the suitability of the advice we provide exclusively for St. James's Place products, thus adding further assurance to your financial planning.
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.
APFS, Chartered Financial Planner
Jon Purnell Wealth Management is an appointed Representative of the highly sought-after St. James's Place Wealth Management PLC. With over 29 years of experience behind him, Jon Purnell APFS proudly offers a range of bespoke financial advice, services and products to both private consumers and business owners. Jon's astute advice and in-depth understanding of specific financial requirements have led him to form solid relationships throughout the medical, long-term care and estate planning sectors.
Jon is passionate about rugby and has previously enjoyed a long and revered career as a professional rugby union player at Bridgend for 10 years, also spending a couple of years representing Wales Dragonhearts in an amateur rugby league and coaching the highly successful Bridgend Blue Bulls. Alongside his esteemed efforts in the world of rugby, Jon has long been drawn to helping those who want to build their wealth, or protect the wealth they have accumulated for the benefit of their family and future generations, leading to the establishment of Jon Purnell Wealth Management.
Jon Purnell Wealth Management offers comprehensive wealth management advice, including providing expert advice on sensible investment strategies, planning for long term care fees, planning for inheritance tax and planning for retirement. Whether dealing with a personal or corporate client, Jon is able to offer wealth management for every stage of life.
The value of an investment with St. James's Place will be directly linked to the funds selected and may fall as well as rise. You may get back less than the amount invested.
CHARTERED FINANCIAL PLANNER
After 29 years in the financial services industry, Jon Purnell APFS has been formally accredited as a Chartered Financial Planner. This coveted recognition means that Jon has satisfied rigorous criteria relating to professional qualifications and ethical good practice. For you as a client, this means you can be confident that you are dealing with one of the UK’s leading advisers who is wholly committed to providing you with the best possible advice, service and support.
Years Experience
Worth of investments
Of personal protection in place
Key PEOPLE & Directors insured
Loyal clients
Pairs of colourful socks
Company figures and statistics are as of 21st November 2023.
OUR VALUES, YOUR PEACE OF MIND
Jon Purnell's 28 years of experience in the financial industry has led him to form long-standing relationships throughout the medical, long-term care and estate planning sectors, and he is continuing to form meaningful connections and updated expertise to enhance his service.
As a relationship focused financial adviser we ensure that our clients and their individual requirements are at the very centre of every product and service we provide them.
St. James's Place Partners include some of the country's leading financial advisers, prioritising personal face-to-face advice and the reliability of a renowned name in the industry. Our status as an Appointed Representative allows our clients access to the St. James's Place range of products.
Jon Purnell Wealth Management is experienced in creating bespoke financial solutions to suit a wide variety of circumstances, so that all advice, services and products are tailored to the individual needs of the client.
As a St. James's Place appointed Representative, 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.
Reduce the worry and concern that surrounds long-term care by gaining advice on how to best plan for and navigate the financial aspects of long-term care, adding peace of mind on funding the costs without significantly depleting assets or inheritance.
YOUR GOALS
"At Jon Purnell Wealth Management, our no-jargon approach to financial advice prioritises meaningful, personal and trust-based relationships with clients, ensuring we provide the most accurate and suitable advice for your needs and goals."
Jon Purnell
APFS, Principal & Founder
ftse 100 SUPPORT
Jon Purnell Wealth Management is a proud Practice of St. James's Place, allowing us to pass on their distinctive approach to investment management along with the extensive experience and connections associated with the Purnell name. St. James's Place is a FTSE 100 wealth management company with a reputation of the highest standards and the utmost respect within the industry, and Jon Purnell Wealth Management is delighted to be working as an Appointed Representative of St. James's Place.
Y BONT SPECIALIST CHILD & FAMILY CENTRE
At Jon Purnell Wealth Management, we're deeply committed to giving back to our community, and charity is at the core of our values.
Y Bont, situated within the grounds of Heronsbridge School in Bridgend, is a unique child and family centre established in 1997. As an independent charity, Y Bont provides essential services that support disabled children and their families from as young as six weeks old. Catering to a wide range of needs, from complex conditions to emerging autism and challenging behaviours, Y Bont is dedicated to nurturing every child's potential.
The Y Bont School holds a special significance for Jon, as his nephew Samuel, who has autism, has benefited from its services.
Recently, in partnership with the St. James's Place Foundation, we raised £2500 in emergency grant funding for the Bridgend & District Resource for Children, aiding in essential adjustments during the challenging times of the coronavirus outbreak.
Our commitment to Y Bont is resolute. Through the SJP Foundation, we've recently donated a further £10,000 to support their invaluable work. As an organisation reliant on donations and grants, we recognise the significance of community support in enabling us to continue our mission of enriching lives.
Every child at Y Bont embarks on a unique journey, and we are privileged to be a part of their story, offering unwavering guidance and support every step of the way.
At Jon Purnell Wealth Management, we're dedicated to making a positive impact, not just in our community, but in the lives of those who need it most.
Book your personal financial review and start 2024 with full control and confidence.
TUESDAY 7TH MAY, 2024 12:30 - 13:30 (London GMT).
We are delighted to invite you and your network of clients, prospects and professional connections to join us for our first 'Meet the Fund Manager' virtual event of 2024.
Darren will be joined by Jim Henderson CFA, Aristotle, and together they will delve into fund performance and the future landscape of investing. This discussion will offer keen investors some deep insights into effective investment strategies and trends shaping the future of the financial markets. Aristotle manages our North American Fund, which is included in the Adventurous Portfolio. The content will therefore be based largely on US Markets and revolve around the pre-submitted questions asked by our attendees.
Key Highlights:
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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