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. At Jon Purnell Wealth Management, our estate and long-term care planning experts 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.
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.
Jon Purnell Wealth Management can help you get on the property ladder by way of introduction to a panel of carefully selected experts who will tailor their advice and services to suit your needs.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Jon Purnell works with a network of third-party intermediaries that offer different mortgage services depending upon your circumstances. Service fees may apply and are not governed or monitored by Jon Purnell Wealth Management.
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.
The Paperwork People is a company set up by Sue Saines who realised there was a need in the local community for a different approach in the provision of services for Wills, Powers of Attorney, Estate Administration support and that the local community, particularly the older population, needed a place to go to help them solve day to day problems. The Paperwork People is that place, because that's just what they do. Life's paperwork.
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.
Please note that clicking a link will open the external window in a new window or tab. Links from this website exist for information only and we accept no responsibility or liability for the information contained on any such sites. The existence of a link to another website does not imply or express endorsement of its provider, products or services by St. James's Place. Please note that clicking a link will open the external website in a new window or tab.
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.
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 on having extensive estate planning knowledge and financial management expertise. This combined with our personal service is what makes us stand out of the crowd. We are adept at providing advice and guidance on the most complex and technical of issues.
Our team believes that it is important to take a holistic approach to long-term care planning. We work towards providing our clients with in-house guidance for matters of investment planning, tax planning, retirement planning and personal protection.
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.
When anyone in your family passes away, their property must somehow pass to another person or institution. A well-enunciated estate plan involves strategies to coordinate what would happen with your home, businesses, life insurance, employee benefits, and retirement assets.
Estate planning involves collecting documents like a will, guardianship designations, healthcare power of attorney, beneficiary designations, and durable power of attorney. It must also include a personal letter of intent, outlining all your wishes.
The writing of a Will or power of attorney necessitates the referral to a service that is separate and distinct to those offered by St. James's Place. Wills and powers of attorney are not regulated by the Financial Conduct Authority.
Estate planning can make it easy for you to decide exactly who will benefit from your property, and to what extent. Once you invest in estate planning, you can rest assured that the estate will not be destroyed by taxes imposed on the transfer of assets.
The main objective behind long-term care is to help you maintain your lifestyle as you age. It allows you to make important decisions while you are still able. Lessening the burden on your family members and giving you more choices to plan ahead are a couple of benefits of long-term care planning.
The following must be included in your estate plan:
GET your 2024 FInancial REVIEW
We all know that planning for the future can be difficult, but it doesn't have to feel like such an overwhelming task. With Jon Purnell, we can help you, your parents or, your loved ones design a care package or asset plan that results in the right care and outcomes for all.
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 MarCH 7th, 2024 12:30 PM (London GMT).
The Chancellor’s Spring Budget is taking place on Wednesday 6 March and, following this, there will be much to consider from a tax and financial planning perspective.
Our industry experts at St. James’s Place will be providing an overview of the key announcements, what they mean for you and the benefits of seeking professional advice to ensure you achieve your financial goals.
Hosted by SJP’s Technical Connection Director, Edward Grant, your speakers will include Niki Patel, Claire Trott and Tony Wickenden. Their combined expertise and knowledge of Tax and Trusts and retirement planning will help to demystify some of the recent changes to our financial landscape.
We hope you can join us for what promises to be another insightful session, delivered by our popular and trusted guest speakers.
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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