Long-Term Care

Whether you are approaching your senior years or want
some form of protection and support in place for family

Intergenerational Wealth Management & Financial Advice

FOR NOW AND FOR THE FUTURE


It can be daunting to arrange care for you or a loved one, or else ensure that your family is prepared and protected as you age, we help simplify every part of the process, ensuring everything is considered and great peace of mind is provided to you and your family going forward.

 
30 %

Only 30% of people in the UK have life insurance. 1.*

15 %

15% of people aged 65-69 experience difficulty with at least one activity of daily living, and this increases to 1 in 3 for those over 85. 2.*

41 %

On average, care home fees are 41% higher for self-funders. 3.*

54 %

54% of Brits don't have a will. 4.*

42 %

42% of prospective homeowners are now buying with the help of their family. 5.*

43 %

43% of the population admit they don't know how much they will need in order to retire comfortably. 6.*

Sources:  1* Moneywise 2018, 2* & 3* Age UK 2019, 4* Which 2018, 5* Legal & General 2017, 6* Finder 2020

What We Do 

OUR SERVICES


Ensure that your loved ones will be well looked after in the future, whatever the circumstance.

We can provide personalised advice and a range of Family Healthcare Plans to choose from, providing you and your family with more peace of mind as you look to the future.

Having all of your family under one single insurance umbrella is not only cost-effective, but also means everyone is entitled to helpful benefits too. Talk to us to discuss the various options and plans available. 

We offer services that will help you plan how to finance a future for your elderly parents, ensuring they are well looked after, and as safe and well as possible.

Whether for you or someone else in your family, we provide tailored advice and services to make the first steps on the property ladder more attainable.


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.

Saving for your children's benefit can be one of the most satisfying ways to manage your wealth, knowing that you are providing them with a certain level of security. We can make investing for your child's future more attainable and impactful with advice tailored to your unique situation.


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.

Estate planning is a vital part of protecting your wealth for future generations, and for the security of your family. We provide expert advice to structure your assets and ensure everyone is adequately provided for.


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.


Jon Purnell reserves the right to work with third party providers and specialists to facilitate specific estate planning products in line with a client's circumstances and requirements. These services are not covered by the St. James's Advice Guarantee.

We make sure that everything is planned thoroughly to ensure your business is safeguarded and there is as little risk as possible if there was to be a death or critical illness in the future.

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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