Chartered Financial Advisers in Cardiff & Bridgend

For a personal touch, trust Jon Purnell Wealth Management for all Your Financial Needs

Individual & Family
Wealth Management 

Financial Advice
For Business Owners

Long Term Care
Financial Planning 

Are your finances set up to succeed?

FOR NOW AND THE FUTURE


Are your assets currently geared toward a comfortable retirement?

Do you have enough financial protection to mitigate a variety of risks for you or your family?

Are you taking advantage of the tax breaks available to you and your business?

Is your accountant helping you to maximise your business options ready for retirement?

We Understand That Sometimes Life Does Not Go To Plan 

WELCOME


At Jon Purnell Wealth Management, we want to make sure you have more than enough money for a comfortable retirement. That's why we are dedicated to providing comprehensive wealth management solutions that work with your individual needs and goals in mind. 


We provide services to both private individuals and commercial clients, making us both a popular and trusted Financial Adviser for both Cardiff and Bridgend areas, South Wales. 

Financial Adviser Cardiff

A Full Range of Services 

FOR ALL WALKS OF LIFE


personal & family insurance protection

Personal & Family Insurance Protection 

retirement planning

Retirement
Planning 

inheritance tax planning

Inheritance Tax (IHT) Planning 

inter-generational wealth planning

Inter-generational
Wealth Planning 

personal investments

Personal
‌ Investments 

banking & mortgage solutions

Banking & Mortgage
Solutions 

insurance & protection

Commercial & Corporate Insurance & Protection 

group income protection

Group Income Protection 

medical insurance

Group Private Medical Insurance 

pension planning

Commercial & Corporate Pension Planning 

illness insurance

Group Life & Critical Illness Insurance 

trustee investment planning

Trustee Investment Planning 

various legal and tax services

Various Legal & Tax Services 

commercial & corporate investments

Commercial & Corporate Investments 

exit strategies and consultation

Exit Strategies and Consultation

Cardiff Wealth Management & Cardiff Financial Advisers

Who Are Jon Purnell Wealth Management?

WITH YOU FOR THE JOURNEY


Jon Purnell Wealth Management is committed to providing unparalleled service to each client, whether they want personal or corporate financial advice. We guarantee that your finances will be handled with care and discretion no matter what you're looking for.


Located in Bridgend, South Wales, we have been an established Cardiff Financial advisor since 2010. We can help support you with everything from personal family insurance protection, inter generational and commercial wealth management for you and your business.

Find Out What Makes Us So Refreshing And Different

 

Latest Testimonials

"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

""Jon gives us great services, awesome company, awesome adviser"

John Collett

LONG-TERM CLIENT

"Fab experience, thanks Jon, see you next year!"

Mandie Jones

LONG-TERM CLIENT

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

GET your 2024 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.


Please speak to our team today and claim your 2024 financial review.

financial advice near me

Claim Your 2024 Financial Review


Book your personal financial review and start 2024 with full control and confidence.

Latest Webinar - Tax & Financial Planning Essentials Following the Spring Budget 2024

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.

Get your FREE guide to
St. James Place Virtual Client Events

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