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 28 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 28 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 28 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 a 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 that is wholly committed to providing you with the best possible advice, service and support.
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.
"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."
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.
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.
Recently, Jon and the team at St. James's Place Charitable Foundation helped raise £2500 emergency grant funding to help Bridgend & District Resource for Children make some much needed adjustments during the Corona Virus outbreak.
GET THE ANSWERS YOU NEED
Join Our Webinar - Tax Year End - Take the right step
As this tax year draws to a close, hear from Tony Wickenden, St. James’s Place Technical Director, who’ll explain how to get on the right track before the deadline (5 April).
He’ll then go on to look at the ‘future of taxation’ which will provide exclusive insight to help secure your financial wellbeing.
Scheduled for Wednesday 17 February at 10.00am.
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