FOR BUSINESs OWNERS & EMPLOYEES
There are many factors that could unexpectedly impact your business, our wealth management advice and financial advisors help businesses to manage and protect their assets, employees and their income for a more secure future.
OUR SERVICES
Whatever the nature of your business, we can help you find the most accurate and effective insurance and protection.
Make sure your business is prepared for cases where an employee is unable to work due to a long-term injury or illness, we can help you establish Group Income Protection to ensure you have financial protection and support.
Adding Group Private Medical Insurance to your business can be a valuable asset when it comes to providing both confidence and peace of mind to your existing workforce and of course, be a great recruitment tool when hiring new talent. We help you find a solution that will be beneficial to both your business and your employees.
There are a lot of regulations and laws surrounding workplace pensions, we make it simple to ensure that your business has a pension plan in place that meets all statutory requirements.
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.
It is a great idea for your company to offer protection to employees should they or their families experience a critical illness. We can help you find a solution that will equally benefit you, your business and your employees, so everyone can have peace of mind.
We make it simple and easy to find the right Trustee Investment Planning for your business, providing a wide range of investment options to help you grow over a medium to long-term period.
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.
Get accurate advice on tax requirements for your business, personalised entirely to the specific needs of your individual situation.
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.
If you are looking to grow your business, we provide personalised advice designed to help you navigate a range of commercial and corporate investment solutions, to help you achieve your next strategic objectives.
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.
Whether you have decided it's time to plan your exit strategy or you just want to be prepared, we help you explore your options and get the ground running on the best plan for you and your business.
Exit strategies may involve the referral to a service that is separate and distinct to those offered by St. James's Place.
OUR VALUES, YOUR PEACE OF MIND
We make sure that our interests are always aligned with those of clients’ in selecting investment strategies for them. While some advisors are compelled to generate transactions, we focus on providing the best advice to our clients.
We take pride in being specialists in ethical and sustainable financial advice. We are dedicated towards holding people who want to manage their finances with the utmost efficiency & responsibility Whatever we do, we do it with ethics.
We, at John Purnell Wealth Management, pride ourselves in our extensive knowledge. Our financial management expertise is what makes us stand out of the crowd. We are adept at providing advice and guidance on complex technical issues.
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 from a Jon Purnell financial advisor 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.
Their major role is to create strategies for eliminating financial risks and building wealth over the long term. They can help you create a game plan that puts you on track to achieve your financial goals.
Having a large sum of money is not necessary when it comes to taking our financial advice. However, the larger the amount is, the more important it is to get it right. When you are nearing retirement, it is crucial that you take advice, irrespective of the sum of money you have.
This is coming from one of the most trusted pension advisers. It is a type of retirement plan that provides you with monthly income after you retire from your position. This magical gift from the environment will help you save money along with reaping a lot of benefits.
Yes, of course. A financial planner can help you organize your finances to improve your future financial outlook. They will first help you determine your financial goals and then come up with a strategy to help you achieve them based on your needs.
No pension advisor near you can give you a definite answer. This depends on a plethora of factors. Mainly, it depends on how much you have put in and how well it has performed. It also depends on what age you are when you take benefits. The best you can do at the stage of retirement is seek advice from the best.
GET your 2024 FInancial REVIEW
Did you know that your accountant may hold the key to a quicker and more comfortable retirement for you? Nowadays accountants work hand in glove to not only help their clients run successful businesses but, with the right financial expertise, can also help a business owner to better capitalise and design a better retirement too.
Jon Purnell works with many accountancy professionals to do just that. So, regardless of what stage you are at within your business, Jon Purnell would like to help you beat the curve sooner. Put us in touch today!
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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