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 29 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.
Long Term care advice may involve a referral to Karehero, a comparison and care matching provider, whose services are separate and distinct to those offered by St. James's Place.
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 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.
See how our solutions can help you achieve your financial goals, check out this free guide.
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.
INTRODUCING FLAGSTONE - We understand the hassle and time required to continually research the best bank accounts, and to open, close and maintain multiple accounts with the aim of maximising the interest rate you achieve on your cash. We can introduce you to a simple, convenient, and innovative solution to these problems, the SJP Cash Deposit Service Powered by Flagstone.
Flagstone’s secure, digital cash deposit platform gives you access to market-leading and exclusive interest rates from a growing panel of more than 40 banks and building societies. You can now easily compare and choose from hundreds of instant access, notice and term deposit accounts, to make your cash work harder. Please note that this will involve the referral to a service which is separate and distinct from those offered by St. James's Place.
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 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.
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.
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.
Ease the worry around long-term care by gaining expert advice on planning and managing the financial aspects, helping you cover costs with peace of mind while protecting your assets and inheritance. This may involve a referral to Karehero, a comparison and care matching provider, whose services are separate and distinct to those offered by St. James's Place.
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Hiring a 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.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
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.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
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.
Book a no-obligation call with Jon Purnell Wealth Management to discover how we can help you make the most of your money and financial opportunities.
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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