About

Personalised financial planning,
investment & protection solutions that you can trust 

Personalised financial planning, investment & protection solutions that you can trust 

Company Bio

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 25 years in the industry, Jon Purnell 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.

 

Our Founder 

DipFA


Jon Purnell Wealth Management is an appointed Representative of the highly sought after St. James's Place Wealth Management PLC. With over 25 years of experience behind him, Jon Purnell 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. After 25 years in the financial services industry, Jon is continuing to make efforts to ensure his knowledge of the industry is up-to date, relevant and well-rounded, so each of his clients can expect a professional and principled service.

 
25

Years Experience

£ 11 M

Worth of investments

£ 150 M

Of personal protection in place

25

Key men & Directors insured

148

Loyal clients

9

Pairs of colourful socks

Company figures and statistics are as of 29th June 2020

What Makes Us So Unique?

OUR VALUES, YOUR PEACE OF MIND


25 Years Experience 

Jon Purnell's 25 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.

Relationship-focused 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 Appointed Representative 

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.

Tailored Solutions for all Circumstances 

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.

St. James's Place Advice Guarantee 

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.

Long-term Care Specialist 

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.

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.

Our Mission 

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

Principle & Founder

St. James's Place 

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.

Our Charity Partner 

COMMUNITY AND COMPASSION


Charity is a driving factor in everything Jon does, often participating himself in charity endurance events such as the SAS Fan Dance. The Y Bont School in Bridgend for children with disabilities and special needs is a sentimental cause for Jon, whose nephew Samuel, who has autism, recently attended.

Latest Events 

GET THE ANSWERS YOU NEED


Join Our Webinar - Bridgend Ford Special

In light of the upcoming Bridgend Ford plant closure, Jon Purnell will be hosting a series of dedicated webinars to help employees gain clarity in this difficult time.

Get answers to common questions relating to:


  • Overview of your existing workplace benefits, pensions, death benefits and income protection.
  • Overview of state pensions and state benefits.
  • What Financial security dependent on your age and lifestyle.
  • Redundancy package and pensions.
  • Live Q&A.


Tune in Thursday 30th July @ 7- 8pm and Saturday 2nd August @10 -11am.


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.

Register Your Place
Past Recordings

Get In Touch

REGARDLESS OF YOUR CIRCUMSTANCES, WE WOULD LOVE TO HEAR FROM YOU


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