For You

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

Personal Wealth Management & Financial Advice

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. The personal, relationship-focused service we offer allows us to provide each client with advice, solutions and products best suited to their unique needs. 


Meanwhile, Jon Purnell's 25 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.

 
8.5 M

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

1 M

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

16 %

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

33 %

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

24500

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.*

23 %

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 ensure income and healthcare costs will be catered for. 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 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.

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

"If it wasn't for Jon's advice and support, we wouldn't be in our dream home! Not only that but thanks to Jon's recommendation, we have been left financially secure following a cancer diagnosis- you never know whats around the corner, and taking Jon's exceptional advice has saved us from financial disaster! I would highly recommend Jon's services- we wouldn't go anywhere else now!"

Leanne Jones

HR Manager Cowbridge

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 - 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.

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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