For You

From your retirement goals to everything that you cherish and hold dear in life

Your local financial advisor

FOR ALL WALKS OF LIFE


Whichever stage of life you are currently in, wealth management services are designed to provide you with more stability, protection and peace of mind in your financial situation. Jon Purnell Wealth Management offers a variety of services that cater to individuals as well as businesses. Our team of personal, relationship-focused financial advisors allow us to provide each client with advice, solutions and products best suited to their unique needs. 


Meanwhile, Jon Purnell's 27 years of experience in the industry have allowed us to specialise in a number of areas, such as Long-term Care, providing clients with the peace of mind that they will be able to fund long-term care with as minimal impact to their inheritance and assets as possible. Our status as an Appointed Representative of the prestigious St. James's Place allows us to provide our customers with an advice guarantee, as well as the St. James's Place range of investment products.


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.

 
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One in four UK breadwinners do not have life insurance, meaning 8.5 million are leaving their family's financial future at risk. 1.*

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Each year there are 1 million UK workers who find themselves unable to work or earn due to critical illness or injury. 2.*

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1 in 6 people in Britain are unlikely to pay off their mortgage by the time they're 65. 3.*

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In the UK, one in three will have to solely rely on their state pension after retiring. 4.*

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Each year, around 24,500 estates in the UK are required to pay inheritance tax valued at 40% of any amount over £325,000. 5.*

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Out of UK residents born between 1946 and 1996, only an average of 23% has made personal investments in stocks. 6.*

Sources: 1* Moneysupermarket.com 2016, 2* ABI 2017, 3* Hargreaves Lansdown, 2019, 4* Financial Conduct Authority 2017, 5* HMRC 2019, 6* Finder 2020

What We Do 

OUR SERVICES


Accidents and illness can be unpredictable, and should they happen they can have devastating financial effects. Give you and your family the peace of mind that your income, home and financial future will be protected.

If you have been wondering how to achieve your retirement aspirations, we can help you build a strategy that will help cater for income and healthcare costs. Whatever your situation and lifestyle, we'll develop a plan to help you make the most of your retirement.

Inheritance tax can cost loved ones hundreds of thousands when you die, yet it's possible to legally mitigate large elements of it, or possibly pay none at all. At Jon Purnell our experienced financial advisers we can help you manage both your wealth and assets and design a long-term financial strategy to meet your needs.


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.

Intergenerational wealth planning challenges some of the traditional notions that wealth should be passed down from one generation to the next, looking for alternative ways that wealth can be used more collaboratively to support each other during your lifetimes.With some help and planning, we can provide you with some valuable financial support for current and future generations of your family.


Although we are able to facilitate the writing of a Will, this involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.

Whether you are looking for ways to achieve your financial goals, or to maximise on what you already have, our personal investments advice and strategies can be completely tailored to your individual requirements for the ultimate peace of mind with your money.


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.

Finding the right mortgage can make a significant difference to your finances, however, not everyone has time to go through every option on the market to find the perfect choice for them. That's why we offer a wide range of mortgages to suit a range of circumstances, allowing you to take advantage of the most competitive rates.


Your home may be repossessed if you do not keep up repayments on your mortgage.


Jon Purnell offers a comprehensive range of first charge mortgages from across the market that are made available to mortgage intermediaries for which we are paid a pro-curation fee by the lender.

Why choose us as your financial adviser?

OUR VALUES, YOUR PEACE OF MIND


Transparent and Devoted

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.

Ethically-minded

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.

Knowledge and Expertise

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.

Comprehensive Financial planning

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 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.

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.

St. James's Place Advice Guarantee 

REASSURINGLY TAILORED


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.

The St. James's Place Advice Guarantee is exclusive to products and services administered through St. James's Place only. It does not extend to products or services via third party providers.

 

Latest Testimonial

"Jon has always supported me in all my financial decisions. I feel that he has my best interests at heart. The service that I have received has been second to none. I would recommend him to anyone."

Jeanette Morgan

LONG-TERM CLIENT

Frequently Asked Questions.

Hiring an financial advisor can be the right choice to make, especially when you find managing money and assets a challenge. They will be able to connect all of the financial dots to provide you with an overall plan to meet your financial goals.

Yes. It certainly is. When you invest too much of your portfolio in one particular investment, you tend to expose yourself to the underlying risks associated with that investment.  


The goal you must work towards is to minimize your downside risk while seeking to optimize your upside potential. And that can only be achieved by diversifying your investments.

Most clients generally meet with our advisors at least annually or semi-annually. Honestly, the best part about working with our team is that we are completely flexible to cater this around you and your schedule.

Our team takes pride in being client-centric and devoted to cultivating long-term relationships with our clients. We take our roles seriously and cut no corners in serving the best interest of our clients.

We strive to provide rigorous analysis to develop effective investment strategies and monitor these investments regularly. We will help you attain expected performance.

Latest Events 


Attend Our No Obligation Wealth Clinic

Available every Friday at the Loft Lounge Gentle Way, Bridgend CF31 5EJ 1pm-3pm

Get answers to common questions relating to

  • Personal or work related pensions
  • Investments
  • Mortgages
  • Protection & Insurance 
  • Inter-generational wealth management 
  • And more...


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.

Latest Events 

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.  

Retiring on your terms or providing for your family is achievable, but not without taking action.

GET A complimentary 2022 FInancial REVIEW


We all want to be able to retire comfortably or financially protect our loved ones when we're gone. But it's not happening without taking some action! So don't procrastinate-act now so that you can make an impact on yourself and those around you.


Speak to our team today and claim your complimentary, no obligation 2022 financial review.

Claim Your Wealth Health Check Today


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.

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